SalesForce data doesn't have to stay in the Cloud.

We all know and love SalesForce as a terrific CRM system. It's an extremely powerful and flexible tool for keeping track of leads and opportunities. However, it's not a reporting platform, and the data it contains, lives exclusively in the Cloud. Most businesses have systems that aren't connected to this data. Consequently,  the information and reporting is isolated, and manual updates are required to keep the data in sync -- often with unintended errors. 

Matrix for Business provides a central reporting and data analysis platform that displays your local data along with your SalesForce* information. This provides Operations and Accounting direct, real-time views, and data analysis tools for the sales pipeline.  Sure, SalesForce already has great reporting tools, but how can you really make decisions if you can't see the full picture?

These are some of the out-of-the-box reports that Matrix for Business can provide:

• Compare sales opportunity "guestimates" against actual dollars invoiced
  
  • Click and drill-down to see the detailed invoice data
• Instantly review and monitor gross profit margins instead of waiting for reports
• Manage the sales pipeline vs. available resources
• Key Performance Indicators (KPIs) for:
  
  • Average time to close
  • Opportunities Won/Loss Ratios
  • Average Opportunity Size
  • All Opportunities by Sales Stage over any given time period
  • Drill down to see Account information
• See how well salespersons are performing
• See how well product lines are performing

Other analytics programs will often require countless consulting hours to setup.  Even then, they only provide limited reporting and analysis of only SalesForce data.  Or they require complex scripts and manual exports to work with your local data systems. What you end up with is data that is out-of-date -- not to mention the security issues related to transferring your data.  Matrix for Business can run in your local environment and securely and directly connect to SalesForce -- bringing that data to you. 

Call us today to learn more about how we can consolidate your SalesForce data with your business systems.

*SalesForce integration requires at least an Group level account.