Are your sales people crying out for more effective information?
Salesforce® is the world's leading customer relationship management (CRM) solution. Yet, when it comes to reporting it leaves a lot to be desired. Out of the box, Salesforce® offers basic, tabular reports and static dashboards. Both are limited to reporting across 2-3 objects and lack interactivity and other modern features, so they don't provide sales management and sales reps the insight they need to perform to their full potential.
Frustration-free Salesforce® analytics and reporting
To get the most from your investment in Salesforce®, you need a more flexible, agile and interactive way to visualize your data. DecisionPoint™ gives you these capabilities, enabling you to uncover new insights from your Salesforce® data, transform these into performance applications and share these with your sales team. This ensures everyone has the information they need to perform to the best of their ability.
Access all your Salesforce® data through a high-performance analytics platform
Access all of your Salesforce® data including custom fields and custom objects through DecisionPoint™ - a high performance analytics platform. Report across multiple objects, merge data from other Force.com applications or pull in data from other systems (e.g. sales targets from Excel®) to get a complete view of your business.
Discover hidden factors that drive your business - or hold it back
Explore your Salesforce data with unprecedented flexibility and speed using the data browser to slice, dice and filter across all of your data to uncover new insights. Now you can explore cases and opportunities or leads and contacts at the same time - faster and more flexiblly than using joined reports.
Use pre-built apps to give sales people the information they need to be effective
Deliver immediate value to your sales team by using pre-built performance apps that they can pick-up and use without training. Pre-built apps support common sales processes. They give your sales team the flexibility to navigate from summary to transaction data, so they can identify issues fast to drive action and to optimize their performance.
Create a custom app in minutes
When you need something perfectly tailored to your business, you can create custom performance apps and interactive dashboards for your sales team. Choose from over 50 components, drag and drop to layout. Then add sophisticated filters, drill, custom workflows and calculate key performance indicators. All without coding!
Ensure your sales team can access information wherever they are
Whether analyzing their pipeline from the office or conducting an account review on site, your sales team will always have access to their information - on desktop and mobile, online and offline So, when your sales people are on the road or visiting a customer, you can be confident the answers they need will always be at their fingertips.