Stop manually exporting retail measurement data and copying market share metrics into CRM records. Redbird AI automatically syncs NielsenIQ consumer intelligence with Salesforce accounts, enriches opportunity records with category performance data, and keeps your sales team aligned on product velocities and competitive positioning.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically attach current market share, product velocity, and distribution metrics from NielsenIQ to corresponding retail accounts in Salesforce. Sales teams see live competitive positioning without switching systems. Account records stay current as NielsenIQ refreshes measurement data.
Monitor NielsenIQ for material changes in category sales, share shifts, or promotional effectiveness. Automatically flag relevant Salesforce opportunities with context on market dynamics. Reps enter customer conversations with fresh intelligence on what's moving at retail.
When opportunities close in Salesforce, push deal parameters and expected distribution to NielsenIQ for alignment between sell-in forecasts and retail measurement expectations. Creates a closed loop between CRM pipeline and syndicated data projections.
Pull pipeline metrics from Salesforce and retail performance data from NielsenIQ into unified reports. Leadership sees how sell-in activity correlates with actual shelf movement and consumer takeaway. No more reconciling separate data exports in spreadsheets.
Monitor product velocity and distribution metrics by retailer in NielsenIQ. When metrics fall below thresholds, automatically create tasks for the assigned account owner in Salesforce with specific SKU and store-level details. Proactive outreach before issues escalate.
After trade promotions run, retrieve lift analysis and ROI metrics from NielsenIQ and attach to corresponding Salesforce campaigns. Revenue operations teams track which promotional strategies actually moved product at shelf, not just what was sold in.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize NielsenIQ 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 both NielsenIQ's syndicated measurement schemas and Salesforce's CRM data model, so you can connect retail intelligence to customer records without custom API work.
Redbird natively maps NielsenIQ hierarchies—categories, brands, SKUs, retailers, markets—to Salesforce accounts, opportunities, products, and custom objects. The platform recognizes measurement periodicity differences between weekly NielsenIQ refreshes and real-time CRM updates, handling time-series alignment automatically. Field-level intelligence matches NielsenIQ metrics like ACV distribution, velocity per point, and share of shelf to the right Salesforce record types without manual schema mapping.
faster than exporting NielsenIQ CSVs and manually updating Salesforce records
Redbird can pull from NielsenIQ 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 NielsenIQ 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 NielsenIQ into Salesforce, or from Salesforce back into NielsenIQ. 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 any event in NielsenIQ or Salesforce—new measurement data, updated forecasts, closed deals, or threshold alerts.
Fires when NielsenIQ publishes updated weekly or monthly retail sales and share data.
Triggers when brand or product share moves beyond configured percentage in any tracked category.
Detects when units per store per week falls below target levels for specific SKUs or retailers.
Retrieve sales, share, and distribution metrics for specific categories, brands, or markets.
Fetch incremental sales, ROI, and effectiveness metrics for completed trade promotions.
Access shopper behavior, basket composition, and purchase frequency data for target segments.
Fires when deals move between pipeline stages, especially to closed-won or closed-lost.
Triggers when key account fields change, such as forecast category, distribution plans, or retailer status.
Detects when trade promotion or sales campaigns finish and are ready for performance analysis.
Write NielsenIQ metrics to custom fields on account records, such as current share or velocity.
Generate follow-up tasks with context from NielsenIQ alerts or performance anomalies.
Add formatted NielsenIQ insights directly to opportunity activity timelines or description fields.
Stop wrestling with NielsenIQ exports and Salesforce imports. Redbird AI syncs retail measurement intelligence directly into your CRM so sales and revenue teams work from a single source of truth.