Analyst Agent

Get actionable marketing insights with Heeet analyst agents and agentforce

Boost productivity with AI-powered summaries, revenue conversations, and proactive alerts show you what’s working, what to cut, and where to focus. Leverage Heeet’s analyst agents, powered by Agentforce, all inside Salesforce. No tab-switching. No manual exports. No blind spots.

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Trusted by leading revenue teams across industries

One analyst agent working with centralized GTM data in your CRM

Get real-time insights from agents analyzing your Salesforce reports, right where you work

Analyst agents analyze your Salesforce reports tied to any object and revenue data, then send scheduled summaries for each team in Salesforce and Slack. Your CRO sees pipeline velocity by source. Your CMO sees campaign influence on closed-won. Your paid team sees CPL and CAC trends by ad platform.

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Need a quick answer? Chat with your data. Get the answer in seconds.

Stop building reports to answer one-off questions. Heeet’s conversational AI connects to all your Salesforce reports, ad performance, and opportunity records. Ask a question in plain English. Get a data-backed answer with the source records attached.

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Don’t get blind-sided by budget burn. Get alerts when spend spikes and conversion falls.

Analyst agents monitor your reports inside Salesforce and alerts you the moment something shifts. CPL increases, CAC spikes, budget depletion, conversion drops. All surfaced proactively, before the damage is done, so you can stay in budget and ahead of the competition.

Multiple analyst agents working with one view of the revenue truth

CRO

Pipeline Velocity by Source

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

Pipeline Velocity by Sourc

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

CMO

Campaign Influence on Revenue

Multi-touch attribution reports that show exactly how marketing programs contribute to closed revenue. No more guessing which campaigns "influenced" the deal.

Pipeline Velocity by Sourc

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

CFO

CAC, LTV, and Budget Efficiency

Customer acquisition cost by channel, lifetime value trends, and marketing ROI data that speaks finance's language. Built for board decks, not marketing dashboards.

Pipeline Velocity by Sourc

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

Demand gen

CPL and ROAS by Campaign

Your Google Ads, LinkedIn, and Meta campaign data connected to what happened after the click. See which ad campaigns produce pipeline and which just produce leads that stall.

Pipeline Velocity by Sourc

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

SEO Lead

Organic Revenue Influence

Connect organic search traffic to pipeline and closed revenue inside Salesforce. Prove that SEO generates real revenue, not just traffic numbers in Google Analytics.

Pipeline Velocity by Sourc

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

Revops

Data Integrity at Scale

Surface attribution gaps, missing campaign members, and data quality issues before they corrupt your reports. Clean data in, accurate insights out.

Pipeline Velocity by Sourc

Give marketing and sales the ability to visualize content marketing KPIs without spreadsheet work in a single platform.

DON’T TAKE OUR WORD FOR IT

Why teams trust Heeet

How Red & Yellow identified top-performing ad campaigns and reallocated spend, resulting in a 26% increase in enrolment

“If we didn’t have this tracking in place, the results on the paid-advertising side would have been worse. We probably wouldn’t have hit targets as a business.”

Carl Kiessig

Senior Marketing Automations Specialist

From Vanity Metrics to Revenue Confidence driving 3x the ROAS

"It truly helps you sleep better at night. Knowing that if you've got 12 or 25 different campaigns, that each of those campaigns are net positive, and driving ROI."

Derek Martin

Partner

Heeet is a must-have for SEO analytics in Salesforce

I can see exactly which pages are driving leads, revenue… and the reporting makes it easy to measure ROI and compare with other channels without juggling multiple tools.

Fátima Muñoz Peribáñez

Head of SEO

A must have for online marketers!

Heeet has been very helpful in order for us to track attribution and understand the ROI of different campaigns. When using many different marketing channels, it is sometimes challenging to know exactly which channels that "does the trick", but by using Heeet we can see where it is most profitable to invest our time (and money!) directly by looking at Salesforce data. The Salesforce integration is not only good for us, but also for our sales team who get a transparent picture of the prospect's journey before converting.

Liza Engström

Head of Marketing

Helpful tool and implementation support

Tool is very useful and the implementation team has been very helpful to get us onboarded.

Harry Kam

MarTech Lead

Great tool, great ROI

With heeet.io, we can determine which investments in paid and earned media, as well as our own content outlets, are truly impactful, and where we should focus our efforts. Having this data available across the entire customer journey within our Salesforce Org significantly enhances our marketing optimization. The product includes excellent pre-built reports and dashboards, and with the help of the superb heeet.io team, setup was a breeze.

Harald Mayer

CEO

FINALLY, A Multi-Touch Attribution App THAT WORKS!

Not only does HEEET deliver on their product claims, they also provide stellar support and direction throughout set up and long after the sale.  Their technology is clean and straightforward, their catalogue of ready-to-use reports and dashboards are robust, helpful, and reveal actionable details, and their responsiveness to questions, ideas, etc., is exceptional.  I am over-the-moon delighted and grateful to our digital guru for finding HEEET and recommend HEEET without hesitation.

Sara Slater-Smith

Business Analyst & Salesforce Administrator

A must have to follow up your paid acquisition campaigns and ROI in Salesforce.

At Ringover, we use Heeet to track better (server side solution with all leads tracked) and analyse paid campaigns performance from Googles Ads, LinkedIn Ads and Facebook Ads directmy in Salesforce. With the cost we can have a ROI of our campaign on each stage of the buying funnel : Cost per lead, MQL, SQL and customers, very useful.

Vincent Coulondres

Growth Marketing Manager

Heeet is an amazing product.

Heeet has done an incredible job at ingesting data from all of the digital marketing platforms we use (Google Ads, Facebook Ads, etc). Within Salesforce, we now have a complete picture from a cost-to-acquire and LTV perspective. We know what leads are driving actual customer acquisitions and their respective costs.  Most importantly, the team at Heeet really cares. This is a group that provides incredible service and simplifies the complexities of Salesforce. Don't hesitate to work with the Heeet team on any size project you may have. They have created a gem of a product.

Farshad Tafazzoli

Chief Strategy Officer

Stop analyzing reports.
Get actionable insights that lead to growth.

Analyst agents are rolling out to early-access customers now. Talk to us to see how AI-powered revenue intelligence works inside your Salesforce org.

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