2nd Day of Automation: Salesforce Report Automation 🎄

It’s the 2nd day of Automation! See Day 1 or Day 3.

You might be thinking that Salesforce report automation means a report will generate itself on a timer and email it to your inbox, but that’s only half the battle of truly getting your reports automated. Reports are essential for measuring the health of your company, especially if you are a SaaS company or start up, yet creating reports in your CRM, such as Salesforce, can often leave you with gaping holes if you don’t take the time to put the information from your other cloud apps into your CRM. Your report may generate itself, but without a full picture of the data from other apps, it won’t be very useful.

If you don’t want to waste time manually exporting and importing information from other apps into Salesforce, then the answer is still automation. Sending all of your data to Salesforce automatically in real time means that your information will always be in your CRM ready to go. Whether you choose to auto-generate the report or want to explore important business insights your reports will be instant, accurate, and provide a 360 degree view of the business thanks to automation.

One-to-One Integrations Won’t Do

In order to answer questions like, “How Many people are on a trial account” and “how many people converted to paid customers” you need to bring your apps together with no duplicates.

For a true health of business report, you need information from every aspect of your business. Take Chargify, a subscription billing platform, for example. Brit Gwaltney, the Director of Sales, knew he needed to generate comprehensive reports in order to display the health of the business and make sure the company is optimized for growth.

In order to move Chargify’s information from three cloud apps (including their own product, Chargify) and into Salesforce, Brit created a series of Workato recipes. Recipes are a set of tasks that automatically get work done across your apps.

By syncing data from Wufoo, Zendesk, and Chargify seamlessly into Salesforce, Brit can immediately retrieve the metrics that matter most: How many closed accounts? How many people are using a trial account? How many converted to to paid customers etc.

Salesforce can be a powerful reporting tool and by using it as “the system of record,” Brit can not only understand what’s happening across the company but also gain a 360 degree view of his customer body.

Now Chargify can track a customer’s complete lifecycle through Salesforce with no manual work and no fear of duplicates. They also don’t have to distract their own engineering team from working on what matters most — the product.

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