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.
Trevor.io is an enterprise BI tool that makes it easy for teams to build and share simple and complex SQL queries. Its intuitive UI dashboard suggests relevant choices to add to your queries. Even non-programmers can create colorful dashboards in Trevor that visualize their business analytics results. And features like Advanced JSON support, Custom SQL and CSV upload make Trevor a functional build platform for designers and engineers. Its Zapier integration connects Trevor to hundreds of third-party apps like Gmail, Trello and Slack. Panoply’s Trevor integration automates and speeds extract, transmit and load (ETL)—the process that powers all data operations. Panoply continuously uploads, sorts, simplifies and stores your latest data. It’s managed on the secure cloud and streamed in real time to your Trevor queries and dashboards. This powerful all-in-one ETL pipeline is fully integrated with a cloud data warehouse.