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Sales and marketing professionals sometimes struggle to collect and analyze prospect and customer data. Fortunately, Salesforce is transforming the way that business users track prospect and customer behaviors and trends. 

Salesforce that enables sales and marketing professionals to produce user-friendly and visually appealing dashboards. The state-of-the-art customer relationship management (CRM) solution offers a number of benefits to business users, such as:

• Comprehensive Insights: Thanks to Salesforce, sales and marketing professionals can analyze key performance indicators (KPIs) and real-time analytics. That way, business users can gain deep prospect and customer insights and find the best ways to drive a company to long-lasting success.
• Up-to-the-Minute Information: With Salesforce, sales and marketing professionals no longer have to worry about outdated insights. Conversely, the CRM solution allows business users to get up-to-the-minute information with a single click, any time they choose.
• Unparalleled Customization: Sales and marketing professionals can set up custom dashboards to illustrate the prospect and customer data they want. Plus, each Salesforce dashboard requires just seconds to set up and can be modified with ease.
• Early Detection of Potential Issues: Salesforce allows sales and marketing professionals to track prospect and customer patterns over an extended period of time. Thus, business users can identify potential product or service problems before they escalate, helping a company save time and resources and boost its earnings faster than ever before.
• Competitive Analysis: Salesforce helps business users find out why customers may choose one brand over another, how customers feel about a business, its products and its services and much more. The CRM solution enables business users to gain competitive insights, leading to more informed business decisions that drive revenue growth and customer retention.

Ultimately, Salesforce dashboards are difference-makers for sales and marketing professionals. They won't force sales and marketing professionals to break their budgets; at the same time, Salesforce dashboards deliver immense immediate and long-term value.

With Salesforce dashboards in place, business users can establish clear-cut metrics to track a business' day-to-day progress. The dashboards empower business users to create goals and monitor progress toward achieving these aspirations. And if a business struggles along the way, sales and marketing professionals can always adjust their Salesforce metrics as needed. 

Are Salesforce Dashboards a Viable Option for Business Users Around the Globe?

Salesforce dashboards represent a viable choice for sales and marketing professionals at companies of all sizes. They are simple to deploy and integrate into a company's everyday operations. As such, business users around the globe can reap the benefits of Salesforce dashboards consistently. 

Furthermore, Salesforce dashboards can be converted into PDF reports that are accessible from any location, at any time and on any device. These reports ensure business users can track prospect and customer insights without limitations. 

On the other hand, it is essential to note that Salesforce dashboards and reports are not interchangeable. Although both of these Salesforce tools offer some value, the benefits of Salesforce dashboards generally outweigh those associated with Salesforce reports. 

Salesforce dashboards empower business users to leverage interactive charts, graphs and tables to analyze prospect and customer data. Then, business users can monitor business successes and failures and tailor their business efforts to fulfill or surpass customer expectations consistently. 

Conversely, Salesforce reports are static. They present the information contained within Salesforce dashboards ñ and nothing more. This means that sales and marketing professionals who want to enjoy the interactivity of Salesforce dashboards on the go may be out of luck if they leverage the PDF reports provided via Salesforce. 

At PolyVista, we're all about helping business enablement. We want to help sales and marketing professionals get the most out of Salesforce dashboards, and as a result, plan to introduce a new service to help business users do just that. 

In the next few weeks, we'll introduce dashboard in a file, a free, user-friendly service that empowers sales and marketing professionals to transform Salesforce dashboards into interactive PDF (iPDF) reports. Dashboard in a file ensures business users can take the information contained within Salesforce dashboards and visualize them via interactive PDF (iPDF) reports that deliver anytime, anywhere access to Salesforce dashboards. Or, business users can leverage dashboard in a file to craft custom Salesforce dashboards that are displayed within a visually appealing and instantly accessible interactive PDF (iPDF) report. 

Stay tuned for additional details about dashboard in a file.