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VisualSmart for AppExchange

Extend your Salesforce value

VisualSmart for the Salesforce AppExchange™ lets users access VisualSmart reporting capabilities and analytics on-demand right from a tab within Salesforce. With VisualSmart for AppExchange, you can do a lot more with your Salesforce data, including creating reports and analytics from the most difficult SQL queries.

salesforce appexchange and visualsmart

Once you add VisualSmart for AppExchange, you will have limitless ability to create reports and analytic views using any data table or combination of tables—even combining Salesforce data with your other enterprise data sources.

Look what you can do with Salesforce when you add VisualSmart for AppExchange:

  • Automatically send scheduled reports to designated Contact lists with VisualSmart Report Distribution. The wizard-driven interface makes it easy to keep others in the loop: just "set it and forget it!"
  • See the data you want to see with exception reports, conditional reporting, ad hoc reports, outer joins, custom fields, custom objects, 3rd party data.
  • Add historical trending, historical snapshots, and quarterly comparisons to your forecast and pipeline analysis. Once you spot a trend or anomaly, you can drill down to discover the underlying cause.
  • Perform forecast accuracy analysis on reps, teams, territories, regions, and products, enabling you to take specific action to improve results and productivity.
  • Add annuity streams and channel sales to your forecasts, providing you with a more complete picture of your business.
  • Employ VisualSmart's datawarehouse & OLAP cube technologies to integrate 3rd-party operational data sources with your Salesforce data, giving you a true 360° view of your business.
  • Add custom calculations, metrics, and formulas to aggregated data enabling you to quickly spot trends and anomalies as well as generate exception alerts.
  • Combine metrics from separate salesforce.com reports—such as product sales, channel sales, and annuities—into one analytic view without the need for Excel manipulation.
  • Embed any VisualSmart report or analytic view on a relevant Salesforce page as a mashup. VisualSmart mashups are interactive, so you can conveniently access your data on the fly.

You can't accomplish these tasks with just Salesforce alone, but add VisualSmart for AppExchange, and the sky is the limit!

Demonstration
Join us for a personalized online tour of the VisualSmart for AppExchange?.

 

AppExchange? Overview
Here's the portable version: a hardcopy VisualSmart for AppExchange? brochure.

 

Contact Us
U.S. Office
Tel: 1.916.635.7300
email: info@visualsmart.com