Redbird AI automates the flow between retail performance data and your CRM. Stop manually exporting POS reports, copying category trends into account records, or building one-off dashboards to show how market share impacts pipeline.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Pull POS and market share data from Circana for each retail account and update custom fields in Salesforce. Sales teams see current performance metrics without logging into multiple systems. Automates what analytics teams spend hours doing in spreadsheets each week.
When reps create or update opportunities for specific retailers or categories, Redbird pulls relevant Circana trend data and competitive positioning insights. Context appears directly in the opportunity record. Eliminates back-and-forth with insights teams during deal prep.
Monitor Circana sales data for assigned accounts and trigger Salesforce tasks or notifications when velocity, distribution, or share metrics decline. Reps can respond proactively before quarterly business reviews. Replaces manual monitoring and email alerts from analytics.
Merge Salesforce opportunity data with Circana POS and panel metrics to show how pipeline correlates with in-market performance. Automated reports update weekly for leadership reviews. Eliminates manual data pulls and pivot tables across both platforms.
When deals close in Salesforce, send promo details, account info, and expected volumes to Circana-linked databases for post-campaign measurement. Connects sell-in data with sell-through tracking. Closes the loop without manual data entry or CSV uploads.
Capture point-in-time Circana performance baselines when opportunities move to negotiation or closed-won stages. Creates audit trail of market conditions at deal time. Useful for post-mortem analysis without re-running historical queries.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Circana and Salesforce with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands Circana's market data structures and Salesforce's CRM schema, so you can automate flows between retail analytics and customer records without writing custom code.
Redbird's AI recognizes Circana's dimensional structures—stores, products, time periods, geographies—and intelligently maps them to Salesforce objects like accounts, opportunities, and custom fields. It handles hierarchical retailer relationships, aggregates weekly scans to monthly account views, and translates category trend nomenclature into fields your sales team actually understands. No need to build ETL pipelines or maintain fragile field mappings as schemas evolve.
faster than exporting Circana CSVs and uploading to Salesforce manually
Redbird can pull from Circana and Salesforce simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Circana or Salesforce.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Circana into Salesforce, or from Salesforce back into Circana. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from new retail data in Circana or CRM activity in Salesforce—Redbird handles the rest.
Fires when Circana updates syndicated retail sales data for your categories or accounts.
Triggers when your brand or competitor share moves beyond defined limits in specific markets.
Activates when new consumer panel data is released for tracked categories or segments.
Pull sales, velocity, distribution, or share data for specific retailers, categories, or time periods.
Fetch brand rankings, share trends, and competitive benchmarks for defined markets or channels.
Extract lift metrics, incremental volume, and ROI data for specific promotional periods or tactics.
Fires when a deal moves to negotiation, closed-won, or any custom stage in your pipeline.
Triggers when key account fields change, like tier classification, territory assignment, or custom metrics.
Activates when reps log calls, meetings, or other activities associated with retail accounts.
Write retail performance data, market share, or competitive metrics to account-level custom fields.
Add new deals or enrich existing opportunities with category insights and performance context.
Assign follow-up tasks to account owners or send Chatter alerts when retail metrics change.
Stop copying retail data into CRM records manually. Redbird AI connects Circana and Salesforce so your sales and insights teams work from the same real-time data.