The DataHero Blog

Easy Yet Powerful Salesforce Analytics

September 17th, 2018

When it comes to Sales CRM platforms, Salesforce is still king. The world’s #1 Sales CRM solution still dominates the industry when it comes to managing and tracking sales leads, accounts, pipelines, and salespeople. Companies have figured out ways to highly customize their Salesforce sales CRM to fit the exact process and pipeline flow for their sales teams – from lead prospecting to close. As a result, Salesforce analytics has become an increasingly important component of a platform that can be configured to keep track of so many things.

Yet, while Salesforce continues to dominate when it comes to managing and tracking your sales pipelines, it still doesn’t always deliver when it comes to easily visualizing and communicating the status of different aspects of your sales team performance and deal pipelines. Indeed, the Reports & Dashboards component of Salesforce analytics still leaves many customers looking for a more dedicated solution that provides faster and easier ways to create charts and dashboards from your Salesforce data.

 

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That’s where DataHero’s long time partnership with Salesforce comes in. DataHero integrates with Salesforce Sales CRM (along with Desk and Pardot) to provide a faster, easier way to produce Salesforce analytics – all without the need for separate data warehouses, ETL manages, or complicated BI teams or data analysts. With DataHero, it’s as simple as connecting to your Salesforce account and authenticating with your credentials, and then selecting the report that you want to pull into the system.

 

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You’ll notice that all of your Salesforce reports are available right within DataHero’s platform for one-click import. Once your report data has been pulled in, DataHero then allows you to create charts and report on any aspect of your data with drag-and-drop ease.

 

Creating charts are incredibly simple. Simply select the data attribute that you want to visualize, and drag them into the chart area. You can layer on additional data attributes, or filter your results to focus on what matters most. Easily change the chart type, color schemes, or legends and labels to get the chart that best displays your Salesforce analytics.

 

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Once you’ve created your charts, you can add them to a dashboard, share them with teams and clients, or embed them on third party websites, blogs, or wikis. DataHero also allows you to schedule automated data refreshes of your Salesforce data on a weekly, daily, or up to hourly basis – ensuring that your charts, reports, and dashboards are always up to date.

Lastly, DataHero enables you to combine Salesforce reports with any other Salesforce report or one of 40+ 3rd party data connectors. As long as you have a shared primary key, you can combine two datasets together to created a merged dataset. Then, simply follow the same process to create intuitive charts from the entire dataset that gives you greater reach across your entire Salesforce analytics and sales data.

 

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Getting started with DataHero is incredibly easy. Simply sign up for a free 14 day trial of DataHero and get started diving deeper into your Salesforce data and surfacing insights that you can share with your sales teams, executives, and company stakeholders like never before.

 

By Alex Hsi

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