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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.
Description
Transferring data exports into Excel through manual copying and pasting is often a tedious, imprecise, and exasperating process. While spreadsheets serve well for presenting data, they are not built to handle the frequent updates necessary for hundreds of thousands of rows. Many business software solutions and reporting tools either lack essential features or are overly complex to use. The hidden costs associated with maintaining a manual workflow can far exceed the time lost in the process. With just a single click, you can streamline your operations without needing to export or navigate a complicated setup. We offer video tutorials for guidance, and if you're short on time, we can set everything up for you. You have the option to invite your colleagues to Wink or schedule automated reports to be sent to others. Hundreds of organizations have already made the transition to Wink—when will you join them? Wink is currently assisting teams similar to yours in increasing profitability by shedding light on previously hidden issues. Access live data, arrange scheduled emails, or export information in your preferred formats, all while enjoying comprehensive access control and security features. Not only does Wink enhance efficiency, but it also fosters better collaboration within your team.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook
No
Google Analytics
No
Mailchimp
No
Microsoft Excel
No
Salesforce
Yes
Slack
No
Unleashed
No
X (Twitter)
No
Xero
No
Integrations
Facebook
Yes
Google Analytics
Yes
Mailchimp
Yes
Microsoft Excel
Yes
Salesforce
No
Slack
Yes
Unleashed
Yes
X (Twitter)
Yes
Xero
Yes
Pricing Details
$100 per month
Free Trial
Yes
Free Version
No
Pricing Details
$20.00/month
Free Trial
Yes
Free Version
Yes
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Vendor Details
Company Name
Wink Reports
Founded
2013
Country
Australia
Website
winkreports.com
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
Product Features
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
No
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
