As a Customer Relationship Management platform (CRM), Salesforce maintains records for leads, contacts, opportunities and more.
For years, Salesforce users have exported reports to CSV files and conducted further analysis in spreadsheet tools. Although this method can provide some beneficial insights, it’s not ideal.
Now, with Quantrix, you can connect directly to Salesforce. You’ll be able to bring your data into our multi-dimensional tool, conduct your analysis, and even write back updates.
Want to see it in action? Watch this video to learn more:
- Import from Salesforce
- Edit opportunity details and track changes
- Write back updates to Salesforce (Stage, Close Date, Seats, etc.)
- Forecast pipeline with scenarios
- Role-based filtering to tailor canvas views
