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.
Klipfolio is an easy-to-use interactive BI tool with a drag-and-drop UI and preset visualizations. You can expand its data integration capabilities with custom HTML script, built-in applied actions and formulas. Use a prebuilt dashboard or else build, share and display your own on a TV screen if you want to. Klipfolio’s ease of use is one of its strongest selling points, but it still needs ETL (extract, transform and load) to produce data-based output. With one click, Panoply Klipfolio integration automatically takes the entire ETL process off your hands.