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 Shiny (R) open source BI tool from RStudio, users can create their own interactive websites and dashboards. Host your Shiny web applications on your own server or on RStudio’s hosting service. With Shiny, anyone who knows R can design their own web apps without having to learn programming or web development.
The Shiny R package is user friendly, but you still need to do ETL (extract, transfer and load) work to process your data. Adding Panoply takes care of all the ETL for you. Panoply manages that entire process automatically. It seamlessly delivers your latest sorted and cleaned data to your Shiny web apps.