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.
Tableau is one of the most popular data analysis and visualization tools, and its low-code interface makes it easy to generate a wide range of attractive visualizations and interactive dashboards. Tableau shines on reporting and shareability, allowing users to share analyses easily within their organization while maintaining control over who has access. For a modern touch, Tableau has one of the most robust mobile experiences in the industry. Tableau also offers a set of over 150 built-in functions for calculations and data analysis and a range of pre-built data connectors. When it comes time to bring in a broader array of data sources into Tableau, connect to Panoply to get access to over 100 automated data connectors without writing a single line of code.