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.
Panintelligence is a three-in-one solution, dashboards, reports and predictive modelling you can white label and embed in your SaaS or DaaS platforms. Hook it up to Panoply and in a few clicks you will be building data insights without a line of code.
Panoply’s integration with Panintelligence lets you easily import all of your data into your own secure cloud data warehouse, and connect it to Panintelligence’s embeddable tool without writing a single line of code. Go from raw data to an integrated dashboard experience for your customers in minutes!