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 limit you to reporting across 2-3 objects. Both lack interactivity and other modern features. As a result, sales managers and sales reps lack the critical insight they need to be successful.
Frustration-free Salesforce® analytics and reporting
To get the most value from your Salesforce® data, you need a more flexible, agile and interactive way of reporting.
DecisionPoint™ gives you these capabilities. It helps you uncover new insights from your Salesforce® data, transform these into custom apps and share these with your sales team. This ensures everyone has the information they need to be successful.
Access all your Salesforce® data through a high-performance analytics platform
Use DecisionPoint™, a high performance cloud analytics platform to access all your Salesforce® data. Report across any number of objects , including custom fields and custom 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. Use the data browser to slice, dice and filter your data to uncover new insights. Explore cases and opportunities or leads and contacts at the same time - it's faster and more versatile than using joined reports!
Use pre-built apps to give sales people the information they need to be successful
Deliver immediate value to your sales team using prebuilt apps they can pick-up and use without training. Prebuilt apps support common sales processes including lead management, pipeline management and activity tracking. They provide a flexible way for your sales team to navigate from summary to transaction data. This enables them to identify issues fast and guides their activity to help optimize their performance.
Create a custom app in minutes
When you need analytics tailored to your business, you can create custom apps for your sales team. Choose from over 50 components. Drag and drop to layout. Add sophisticated filters, drill, custom workflows and calculate key performance indicators. All without coding!
Ensure your sales team can access information wherever they are
When your sales people are on the road, you can be confident the answers they need will always be to hand. DecisionPoint™ is ideal for mobile workers. It provides complete offline access to information when they have no network access. It works across Windows, Android and Apple devices. So, whether your sales team are analyzing their pipeline or conducting an account review they will always have access to the information they need.