CRM

Find the product gaps hiding in Salesforce activity

Roadmappy reads the emails, tasks, events and Chatter posts on your accounts and opportunities, and keeps each customer problem with the quote that proves it.

Connect Salesforce

Live · included in Intelligence+

What it reads

What Roadmappy reads from Salesforce

Logged emails, tasks and events
Chatter posts and their replies
Accounts, contacts and leads
Opportunities, line items and products
The owner behind each record

What you get

Lost-deal reasons in the same listWhen a prospect walks away over a missing feature, that problem lands in Feedback next to the same request from support and calls.

Quotes you can trustA quote is only kept if it appears word for word in the Salesforce activity, with a link back to the record.

Noise left outOut-of-office replies, templates and internal back-and-forth are dropped before anything is counted.

See AI signal engine

Examples

From a Salesforce record to an insight

Two records as they appear in the tool, and what Roadmappy takes from each. The original stays one click away.

In Salesforce

Task, follow-up with a clinic group: “Their head nurse needs to see which staff hold which certificates before she fills a night shift. Without that they’ll stay on their current tool.”

What Roadmappy takes from itMissing capability: check staff qualifications when filling a shift

In Salesforce

Logged email from a retail chain’s HR manager: “Approving a shift swap takes managers four taps and two screens. On a busy Saturday nobody does it.”

What Roadmappy takes from itUX friction: approving a shift swap takes too many steps

Setup

Set up Salesforce in minutes

01Open Settings → Integrations and choose Salesforce.
02Click Connect to Salesforce and sign in to your org.
03Approve access on the Salesforce screen.
04Your CRM records and two years of activity load in the background.

PlanIntelligence+Salesforce is included in Intelligence+. Pricing is flat per workspace, with unlimited users and no per-seat fees.Compare plans

Security

Built in Switzerland, hosted in the EU
Your data is processed in line with GDPR
Pause or remove the connection in Settings at any time

FAQ

Questions, answered.

Does Roadmappy change anything in Salesforce?

No. Roadmappy only reads. It doesn’t create, edit or delete anything in your org.

How much history does Roadmappy read?

All accounts, contacts, leads, opportunities and products, plus the last two years of emails, tasks, events and Chatter posts. After that, new and updated records are read every day.

Can I see which companies raised a problem?

Yes. Each signal keeps the company it came from, so a feedback item shows which companies raised it and links to the original activity.

We log a lot of internal notes. Will they be counted?

Internal chatter, auto-replies and templates are filtered out first. Only real customer problems become signals.

More integrations