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.
With the Holistics platform, data analysts can build custom, interactive dashboards, queries and visualizations and share them with Slack or email. Holistics is an all-in-one data processing platform that connects your existing data sources to automated reports, data tables and ETL. Other powerful features include drop-and-drag data modeling, real-time metrics and visualizations, ad hoc queries and query templates, and a SQL editor. By adding the Panoply integration to Holistics, your data analytics and transmission are fast, relevant and efficient. Panoply automatically sorts, simplifies, stores and manages your big data, saving you valuable processing and prep time. Its automated ETL pipeline continuously streams your most current data to the client side. With Panoply, your sensitive data is always secure in the only ETL that integrates a cloud service with a data warehouse.