With Data Analysis Helper, you can instantly convert any SalesforceВ® data into actionable insights and notifications–without help from technology teams. Real-time analysis improves the performance of sales reps/teams, optimizes customer service activity, and communicates strategic opportunities and successes within the organization.
‣ Actionable — Don’t waste time searching for data to analyze–let it come directly to you in easily understandable reports and charts, so you won’t miss anything important. Instead, focus your energy on closing sales and satisfying customers and clients.
‣ No Implementation — SalesforceВ®-native app offering ready-to-use solutions, with add-on analytic packs available as free and paid premium options. Doesn’t require help from admins or technology teams, saving time and money. Get your free trial today!
‣ Customizable — To serve the unique needs of your business, quickly and easily customize what you want to analyze, how to analyze it, and at what level of granularity—-present data from a variety of objects in a single view.
Boost your organization’s sales and service performance with data-driven insights and alerts at-a-glance for individuals, teams and executive leadership. Explore calculations on key metrics with pre-built dashboards, chart comparisons, leaderboards, and personalized activity notifications. Address needs for organizational reporting, decision-making support, emerging trends, and training gaps.
Two Available Analytic Packs
Sales Performance Intelligence
Insights, charts, and notifications at the organizational and representative levels in SalesforceВ® on a monthly, quarterly, or yearly basis for:
‣ Neglected Client Information
‣ Average Close Time Of Sales
‣ Sales Win Percentage
‣Total Amount For Won/Lost Sales
‣ Time Spent Selling
‣ Lead Conversion Information
‣ Quotes
‣ Performance Comparisons
‣ Rep Leaderboard
Territory & Segmentation Intelligence
Insights, charts, and notifications for territories and segments in SalesforceВ® on a monthly, quarterly, or yearly basis for:
‣ Total Amount – Won/Lost Sales
‣ Sales Win Percentage
‣ Time Spent Selling
‣ Product Information
‣ Performance Comparisons
‣ Territory and Segment Leaderboard
‣ Activity & Case Information
