Know who is asking and what they are worth
Vantage pulls accounts, opportunities, and cases from Salesforce into your product context. Every PRD and requirement is grounded in real customer data, not guesswork.
Acme Corp - Enterprise License
Export functionality broken for large datasets
TechNova Solutions
SSO feature tied to 2 deals
Acme Corp ($240k) and TechNova ($180k) both need SSO before close.
Export bug blocking BlueStar renewal
CASE-5102 linked to requirement R-31. $180k ARR at risk.
Three steps to revenue-aware product decisions
Connect Salesforce to vantageOS and ground every PRD in real customer data.
Authorize your Salesforce org
Connect via OAuth. Vantage requests only the read scopes it needs and never stores your credentials directly.
Select objects and fields
Choose which accounts, opportunities, cases, and custom fields to import. Only the data you select flows into your product context.
Revenue data powers your PRDs
Deal values, customer escalations, and account context surface directly in your decision-making. Prioritize features knowing exactly what is at stake.
CRM context that changes how you prioritize
Stop guessing which features matter. Let deal data and customer signals decide.
Revenue-weighted prioritization
When a requirement traces back to Salesforce opportunities, Vantage surfaces the total ARR at stake. You see the dollar amount next to every feature decision.
Account and contact context
Import account hierarchies, contacts, and ownership data. When your PRD references a customer need, Vantage links it to the actual account and its history.
Case-to-requirement linking
Support cases from Salesforce link directly to PRD requirements. Escalated tickets surface as product signals so you fix what matters before renewals are at risk.
Pipeline visibility in product context
See which features are blocking deals at negotiation stage. Vantage cross-references pipeline data with your roadmap so sales and product stay aligned.
Enterprise-grade security by default
Your CRM data is sensitive. We treat it that way.
Strict Data Privacy
We do not use customer data or Salesforce records to train AI models. Your CRM data stays yours.
Encryption In Transit and At Rest
All data transferred between Salesforce and vantageOS is encrypted using TLS 1.2+ and stored securely using AES-256.
Access Audits and Compliance
We align with GDPR, HIPAA, and SOC2 security guidelines to manage workspace access roles rigorously.
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Frequently asked questions
Start using Salesforce with Vantage
Connect your Salesforce org in under 2 minutes. Every feature decision grounded in revenue data.
Free to start. No credit card required.