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Salesforce is a leading customer relationship management (CRM) solution that continues to transform the way that sales and marketing professionals analyze data. 

With Salesforce, sales and marketing professionals can learn about prospects and customers. These business users are better equipped than others to identify prospect and customer trends that are hidden within massive amounts of data and uncover the best ways to foster long-lasting business partnerships. 

Today's sales and marketing professionals can enjoy many benefits with Salesforce, including:

• Improved Customer Relationships: Ultimately, it is important for a brand to build customer relationships that are built on trust. Salesforce empowers sales and marketing professionals with the ability to learn about prospects and customers based on a wealth of data that they collect every day. Thus, Salesforce helps sales and marketing professionals understand why customers may choose one brand over another and tailor their day-to-day efforts accordingly.
• Enhanced Communication: Salesforce drives improved communication between a business and its customers, along with enhanced communication between sales and marketing teams within a company. The CRM solution helps sales and marketing professionals learn about prospects and customers and provide them with timely, relevant communications. Meanwhile, Salesforce empowers business users across a company with advanced insights and ensures sales and marketing professionals can provide customer account updates at any time.
• Unprecedented Automation: Let’s face it – sales and marketing professionals rarely, if ever, want to allocate significant time and resources to perform assorted administrative tasks. Now, Salesforce helps sales and marketing professionals reap the benefits of advanced automation. Salesforce boasts unprecedented automation capabilities to ensure sales and marketing professionals can focus on what’s most important – finding ways to transform prospects into customers.

Perhaps best of all, Salesforce boasts superior dashboards that present comprehensive sales and marketing insights in a reader-friendly format. 

Salesforce Dashboards: What You Need to Know

Salesforce provides dashboards that help take the guesswork out of sales and marketing data analysis. 

Each Salesforce dashboard offers a visual display of key metrics and trends for sales and marketing records. Several dashboard components can be displayed together on a single dashboard to deliver a powerful visual display. This also provides sales and marketing professionals with an effective way to analyze multiple statistics that often have a common theme such as sales performance or customer support.

Salesforce dashboards are stored in folders, and sales and marketing professionals can control who has access. This means if sales and marketing professionals want to share certain dashboards with assorted business users, they can do just that. Or, if sales and marketing professionals want to make dashboards accessible to all business users, this is an option as well. 

Each Salesforce dashboard features a running user, and this individual determines which data to display in a dashboard. For instance, if a sales manager is the running user, he or she may display data in a dashboard that is relevant only to a particular sales team or representative. With a running user in place, Salesforce ensures sales and marketing professionals can share dashboards with the right business users, at the right time, every time. 

Of course, if sales and marketing professionals want to take Salesforce dashboards on the go, they can export the information contained within a dashboard itself into a PDF report. 

A PDF report is a "static" report that presents the information included within a Salesforce dashboard – and nothing more. The report lacks the interactivity of a dashboard, and as such, may provide only limited value to sales and marketing professionals. 

At PolyVista, we're constantly on the lookout for ways to helps sales and marketing professionals optimize the value of Salesforce. Moreover, we realize that Salesforce reports may be insufficient, particularly for business users who want anywhere, anytime access to Salesforce dashboards. 

To assist Salesforce users, we plan to offer a new service that may transform the way that sales and marketing professionals analyze Salesforce dashboards.

Our new service, dashboard in a file, enables sales and marketing professionals to transfer Salesforce dashboards into interactive PDF (iPDF) reports. This guarantees sales and marketing professionals can analyze Salesforce dashboards from any location, on any device and at any time. Our service even allows sales and marketing professionals to produce custom Salesforce dashboards at their convenience too. 

Stay tuned for additional details about dashboard in a file.