Get up and running in minutes with your data sources connected to sync all your data into your favorite data warehouse. You don’t have to have IT infrastructure to become a data-driven operation. Your data, as complicated as it might sound, resides in so many places on a multitude of cloud services – if you’re getting bad data, we can help.Īt Blendo, getting to your data and delivering it to you is what we do! The best advice I can offer you before you even dive into this list, is to sit down and consider your company’s needs-what do you need to better understand about your business?Īlways remember, “junk in, junk out!” When you feed in good data, you get the best and most insightful result.
Picking the right tool for your business will depend on your specific requirements as well as the goals you’re trying to achieve.
#SALESFORCE BI TOOLS HOW TO#
Before We Begin – Here’s How to Make These Tools Work For Your Business (and How Blendo Can Help) Some are better than others, depending on your task and the level of insight you need. The tools described here are some of the most popular among the many tools available for you to choose from. In the list below, you will find the tools of these two types. They belong in the Business Intelligence category but can vary from Analytics to Reporting tools and Dashboards. Some tools will help you explore and visualize this data. We’ve taken it upon ourselves to crowdsource, curate, and brainstorm all of the best, dashboards and BI tools in the web. How do I get these insights too?Īs the apps in the App Store, there are so many options available, but few always stand out from the rest. Without Blendo, getting fast and reliable insight into these questions is becoming difficult.
If you prefer a dashboard and require answers to difficult questions, then you may need a simple query.įor example, if Intercom is your data source, your query might include, “how many new conversations were created in the last: 30 days?” or what’s the median first response time for a period? You can calculate Salesforce KPIs and drill down to your opportunities data and segment them with a combination of data from your MongoDB that runs your production database. With some of these tools, you may start getting business insights with simple or no queries at all.
#SALESFORCE BI TOOLS PDF#
With a service like Blendo, you can skip step #2, and in just a few minutes you can connect your data from Salesforce, NetSuite, Pardot, Microsoft SQL Server, MongoDB, Mixpanel, Zendesk, and more into any data warehouses such as Amazon Redshift, Google BigQuery, Snowflake, PostgreSQL or MS SQL for advanced analysis.Ĭlick here to get your FREE 30+ page PDF with the BI and Dashboard list! What do I do now that I have my data in my data warehouse? Integrate & load these data into a cloud-based data warehouse.Unlocking the value of your analytics means that you need to find a straightforward way to get your data from multiple software-as-a-service (SaaS) applications or internal databases into one place to run your analysis. So… to become a more data-driven organization, where do I start? By investing in a data warehouse with the relevant engineering work before growth demands it, forward-thinking companies can use existing data in new ways to stay ahead.Ī recent McKinsey report list data extraction, transformation, and loading as the very first and most crucial step in translating data insights into business value. Can you begin to see where this is going?Ĭompanies today are looking for insights to drive their decision-making. Your support is handling Zendesk and NetSuite handling your accounting and ERP needs. Instead of having ready access to the information generated from all these sources, this data often resides in hard-to-reach places.įor example, all of your company’s event data could be in Mixpanel with your sales metrics delivered in Salesforce. Every business has data (and lots of it), all coming from multiple data sources. What does it mean to be a data-driven organization? How many platforms are you running, and how useful is the business data you’ve collected from them?Ĭompanies analyze business and customer data derived from several sources: an organization’s website, email campaigns, customer service, support, or sales team, to name a few.ĭata ranks high in achieving an advantage over the competition.
#SALESFORCE BI TOOLS FULL#
Bonus Material: Download the full list in PDF and study at your own pace
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