Salesforce is helping sales and marketing professionals generate meaningful business insights faster than ever before, and perhaps it is easy to understand why. Ultimately, Salesforce brings analytics to life via state-of-the-art, visually appealing and easy-to-understand dashboards. These dashboards are simple to produce and can be customized, ensuring sales and marketing professionals won't have to wait long to create first-rate visualizations. Plus, Salesforce dashboards deliver immense value, particularly to sales and marketing professionals who are ready to help an ordinary company become a data-driven one.To better understand the benefits of Salesforce dashboards, let's first consider the following statistics from a recent Salesforce survey that focused on how business leaders approach analytics:
Salesforce dashboards enable sales and marketing professionals to gain the insights they need, any time they need them. The dashboards provide snapshots of a company's sales and marketing efforts and are updated in real-time to provide up-to-the-minute insights. As such, Salesforce dashboards paint a picture of a business' health and allow sales and marketing professionals to tailor their day-to-day efforts accordingly. Furthermore, Salesforce dashboards ensure sales and marketing professionals can identify potential problems before these issues escalate. The dashboards feature drill-down capabilities, empowering business users to look closely at large collections of sales and marketing data and generate actionable insights without delay. Let's not forget about the reporting capabilities associated with Salesforce, either. In fact, Salesforce allows sales and marketing professionals to convert Salesforce dashboards into PDF reports in just minutes. By creating a Salesforce report, business users can enjoy anywhere, anytime access to sales and marketing insights. On the other hand, it is important to note that Salesforce dashboards and reports are not interchangeable. Salesforce dashboards visualize sales and marketing data and are fully interactive. Conversely, Salesforce reports are static and contain the information that is included in a Salesforce dashboard. This means sales and marketing professionals who want to access Salesforce dashboards in areas where internet access is unavailable may be unable to do so; instead, these business users likely will be forced to settle for PDF reports. At PolyVista, we understand the challenges and opportunities provided by Salesforce. We also recognize that sales and marketing professionals deserve analytics technology that streamlines the process of transforming business data into meaningful insights. To assist sales and marketing professionals, we plan to introduce a service that provides Salesforce dashboards in the convenience of an interactive PDF (iPDF) report. Our new service, dashboard in a file, helps sales and marketing professionals take data analysis to new heights. The service enables business users to transfer Salesforce dashboards to interactive PDF (iPDF) reports that are accessible from any location and on any device. In addition, dashboard in a file is user-friendly, guaranteeing sales and marketing professionals won't have to deal with a steep learning curve to implement the service into their everyday operations. Perhaps best of all, dashboard in a file allows sales and marketing professionals to craft custom Salesforce dashboards and interactive PDF (iPDF) reports at any time. Therefore, sales and marketing professionals can reap the benefits of Salesforce dashboards and reports without limitations. Stay tuned for additional details about dashboard in a file in the weeks to come.