Getting your data from Salesforce to Trevor.io can be a pain. Managing pipelines for all your data sources just isn’t sustainable, but your reporting can’t be put on hold while you wait for IT or Engineering to get to your ticket.
With Panoply, you can eliminate that hassle—and all that wasted time. Set up code-free connections to both Salesforce and Trevor.io with just a few clicks. Then Panoply will automatically sync your data so it’s ready to analyze when you are.
It’s that simple: Unblock your data with Panoply.
Salesforce is a gold mine of marketing and sales data. With details about every lead, account, and deal your company has ever captured, Salesforce isn’t just a CRM—it’s a crucial source of insights for your organization. So what’s the problem? It’s simple: Salesforce’s built-in reporting can’t give you a competitive edge and building custom reporting within the CRM is often an exercise in frustration…especially if you want to augment Salesforce data with information from other platforms your company uses. What’s more, Salesforce’s data model is incredibly complex, requiring analysts to unravel the platform’s many related tables before even beginning to build insights. Thankfully, analysts can unlock their Salesforce data’s potential with Panoply. Code-free syncing and data warehousing makes centralizing the data simple so they can discover game-changing trends that move their business forward.
Learn more:
Documentation
Salesforce Data Warehousing
Salesforce Business Intelligence
Trevor.io is an enterprise BI tool that makes it easy for teams to build and share simple and complex SQL queries. Its intuitive UI dashboard suggests relevant choices to add to your queries. Even non-programmers can create colorful dashboards in Trevor that visualize their business analytics results. And features like Advanced JSON support, Custom SQL and CSV upload make Trevor a functional build platform for designers and engineers. Its Zapier integration connects Trevor to hundreds of third-party apps like Gmail, Trello and Slack. Panoply’s Trevor integration automates and speeds extract, transmit and load (ETL)—the process that powers all data operations. Panoply continuously uploads, sorts, simplifies and stores your latest data. It’s managed on the secure cloud and streamed in real time to your Trevor queries and dashboards. This powerful all-in-one ETL pipeline is fully integrated with a cloud data warehouse.
Start syncing your data to now. Free 21-Day Proof of Value.