Salesforce.com Reporting Software

Reporting in Salesforce.com is easy for simple reports, but sooner or later you will encounter the limitations of the Salesforce.com reporting system: it’s hard to spot trends, exceptions are difficult to identify and not all fields are available in all reports. Reporting software for Salesforce.com addresses those issues.

Tracking of Key Sales Metrics

With dedicated reporting software you can specify your preferred key performance indicators (KPIs) and track them in real-time. For example, sales pipeline management can be simplified if sales managers get instant exception alerts, if they can compare data from different regions or sales reps, or if they can easily compare with historical data. That’s what sets reporting software apart from a report generator: it provides insights that help your business move forward.

Salesforce.com Integration & AppExchange

There are many general purpose reporting, analytics and visualization tools that works with any data set you give to them. However, this is a labor intensive process, and it does not give you real-time insight into the performance of your organization. A reporting tool that is AppExchange certified will automatically import data at predefined intervals, so you are one step closer to being a real-time company.

Learn More About Salesforce.com Reporting

There are multiple ways to learn more about Salesforce.com reporting software. To get an introduction of the general concepts, view the experiences of Enterasys and Trinet below. For more details, use any of the other resources:

Learn

Read how Dave Barry at Enterasys brought sales analytics front-and-center; or view a webinar with Tina Babbi at TriNet, who moved her company from ‘anecdotes to facts.’

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See

Take a quick tour of GoodData for Salesforce sales analytics application. See pre-built dashboards integrated directly into Salesforce CRM, and dashboards for regions, sales ops and execs.

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Try

Get a GoodData account today. You can access a live Sales Analytics Demo – a complete sales pipeline analytics solution for a typical mid-sized company. Call us to connect to Salesforce CRM, NetSuite or SugarCRM.