Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrate your data seamlessly from sources like NetSuite and Salesforce, along with various other pre-existing data repositories. Zone's sophisticated ETL capabilities consolidate all your information into a powerful data warehouse solution, complemented by pre-built data models. Harness the power of Power BI with its extensive reporting features, including over 50 pre-designed reports and dashboards crafted by experienced former CFOs and COOs. Regardless of your industry or specific business challenges, ZoneReporting ensures you can begin deriving value from day one. This includes crucial insights like demand forecasting, inventory management, product-level profitability, and the ability to promise or sell products effectively. Additionally, we provide insights on SaaS metrics, churn predictions, and sales support management with seamless Salesforce integrations. Enhance your project management with tools for utilization forecasting, Gantt chart visualizations, and assessment of customer profitability. Furthermore, our offerings encompass comprehensive financial reporting, expense analysis, budget comparisons, and actionable cash flow insights, ensuring a holistic view of your organizational performance. With these tools at your disposal, you can drive informed decision-making from the outset.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Google AdMob
No
Google Analytics
No
Microsoft Excel
No
Microsoft Power BI
No
NetSuite
No
ZoneApprovals
No
ZoneBilling
No
ZoneCapture
No
ZonePayments
No
Integrations
Salesforce
Yes
Google AdMob
Yes
Google Analytics
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
NetSuite
Yes
ZoneApprovals
Yes
ZoneBilling
Yes
ZoneCapture
Yes
ZonePayments
Yes
Pricing Details
$100 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Vendor Details
Company Name
Zone & Company
Country
United States
Website
www.zoneandco.com/zonereporting
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
Dashboard
Annotations
No
Data Source Integrations
No
Functions / Calculations
No
Interactive
No
KPIs
No
OLAP
No
Private Dashboards
No
Public Dashboards
No
Scorecards
No
Themes
No
Visual Analytics
No
Widgets
No
Reporting
Customizable Dashboard
No
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
No
Sales Reports
No
Scheduled / Automated Reports
No