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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

KPImailer, a standalone app, integrates with your company's BI to allow you to expand reporting across your company and beyond. Automate alerts and reports in minutes, and delight those who rely on your insight! KPImailer allows you to create recurring reports, alerts, and minutes. After a few setups, everything runs automatically and sends recurring emails with the latest information everyone needs. In just a few steps, you can create, schedule, and send the perfect report for any use. KPImailer automatically refreshes and filters the data and sends it to the correct people at the right time. Personalize your email with text, images, Xls/CSV file, and export to SQL data from your dashboards. You can opt to be notified about system and business measures. Stop wasting time on manual tasks that don't add value. Automate your alerts and reports by exception. All in just a few minutes

Description

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Qlik Sense Yes 
Salesforce No 

Integrations

Qlik Sense No 
Salesforce Yes 

Pricing Details

2,400 €/ year/license
Unlimited reports, Alerts & Recipients
Free Trial Yes 
Free Version Yes 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Relevance Management

Country

Romania

Website

kpimailer.app

Vendor Details

Company Name

CloudAnswers

Founded

2009

Country

United States

Website

www.cloudanswers.com

Product Features

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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