Salesforce Reporting

Salesforce reporting should be simple, right?

In our experience, many clients find Salesforce reporting a challenge once you get beyond creating simple Account and Contact reports.

We have helped many clients achieve the reporting they require as we understand what questions to ask of your Salesforce system and how to obtain the data required. It’s not always as straightforward as it seems and often requires some field customisations. In some Cases, Salesforce alone may not be enough if you are looking for more in-depth BI reporting.

We can help you achieve your Salesforce reports.

Read our Case studies on some of our current Salesforce Reporting.

Salesforce Win Loss Reports

Salesforce Win Loss Reports

Salesforce Reporting Salesforce Win Loss Reporting and Useful Sales Reports   One of the things we are asked about the most is how to get useful Sales Report and Dashboards from Salesforce.  Although Salesforce comes with some pre-built sample reports, they generally...
Sales Pipeline Reporting

Sales Pipeline Reporting

Useful Sales Report One of the things we are asked about the most is how to get useful Sales Report and Dashboards from Salesforce.  Although Salesforce comes with some pre-built sample reports, they generally don’t fit what the client’s needs as each client may have...