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Average Ratings 0 Ratings

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features
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support

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Description

The Metrica Power BI Connector for Salesforce serves as a crucial tool that facilitates the seamless integration of Microsoft Power BI with Salesforce, enhancing the capabilities for reporting and analytics. It empowers analytics teams to effortlessly access both standard and custom Salesforce data without the need for laborious manual exports or custom integration setups. This connector is specifically tailored for business intelligence teams that rely on Salesforce as their primary operational system and utilize Power BI for their analytical needs. It efficiently handles large volumes of data, intricate relationships between various objects, and adjustments in schema, all while ensuring consistent data availability for production-level reporting. Through the Metrica Power BI Connector for Salesforce, organizations can create insightful Power BI dashboards focused on sales pipeline evaluation, revenue tracking, and operational performance metrics derived from Salesforce information. Furthermore, it adheres to Salesforce's permission models, which aids in maintaining secure and controlled access to vital CRM data, ensuring that sensitive information is only available to authorized personnel. As a result, this connector not only streamlines data management but also enhances decision-making processes across the organization.

Description

Proof MRM on Salesforce™ features an easy-to-navigate hierarchical system that establishes parent/child connections among marketing plans, journeys, and related activities, accommodating as many as five levels in this hierarchy. Additionally, it facilitates seamless and immediate collaboration directly within the Salesforce platform by integrating with Quip, enhancing teamwork efficiency. Its native construction on the Salesforce Lightning platform enables users to utilize standard Salesforce capabilities, such as task management, to streamline workflows effectively. Moreover, users can take advantage of Salesforce's robust reporting tools and Kanban view to analyze any data field—including custom ones—while also gaining a clear visual representation of campaign progress through the standard Kanban interface. This functionality empowers marketing teams to adapt quickly and make informed decisions based on real-time insights.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Salesforce Yes 
LabInsu Yes 
Microsoft Power BI Yes 

Integrations

Salesforce Yes 
LabInsu No 
Microsoft Power BI No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$129 per user per month
Free Trial No 
Free Version 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 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Metrica Software

Founded

2025

Country

United States

Website

metricasoftware.com

Vendor Details

Company Name

ProofAnalytics

Founded

2019

Country

United States

Website

www.proofanalytics.ai/mrm-for-salesforce-comparison

Product Features

Product Features

MRM

Activity Planning No 
Analytics / ROI Tracking No 
Approval Workflow No 
Brand Management No 
Budgeting & Forecasting No 
Content Management No 
Digital Asset Management No 
Expense Management No 
Marketing Calendar No 
Strategic Planning No 

Alternatives

Alternatives

Report Sender Reviews

Report Sender

CloudAnswers
Impowr Reviews

Impowr

Proven Works
Quip Reviews

Quip

Salesforce