Creating Useful Reports by Combining Salesforce and Financial Data

We can help combine your separate data

Problem Solved: short stories about helping our customers solve their IT challenges.

A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis.

Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis.

As a result, executives directly receive a clear and thorough picture of their entire business – from sales to operational build-outs – in an understandable and rapidly-consumable way.

If you’d like to discuss how to integrate your data for more robust and helpful reporting, let’s set up a time to talk.

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