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.
Zoho Analytics is a self-service business intelligence and reporting tool that creates embeddable data visualizations and shareable dashboards. With this BI tool, users can extract and blend big data from multiple sources to populate reports and dashboards with their business insights. Zoho Analytics’ user-friendly UI and visualization tools make it easy for even non-programmers to get relevant analytics from their business data. A built-in AI automatically produces reports and widgets in answer to your typed questions and alerts you of any outliers or anomalies.
You can add enterprise-level power, speed, and security to your Zoho Analytics data operations with the Panoply integration. Panoply’s AI-driven data pipeline streamlines and manages the entire ETL process for you. It’s the only fully integrated cloud service that combines an automated ETL with a smart data warehouse.