Finally, you can answer every sales funnel question in Salesforce
Today, 90% of sales funnel analysis takes place outside of Salesforce, in spreadsheets, BI platforms, and sales tools. This is because Salesforce’s default configuration wasn’t designed for modern sales analytics.
Our software enhances your CRM’s data model and enriched your data to allow you to centralize all aspects of your reporting in one system, including:
No longer do you have to spend time doing data cleanup on Activities that are tied to different objects, or figuring out how to track changes in your opportunity funnel.
Truly's Salesforce native ETL (Extract, Transform, Load) processes all of your data so you no longer need to run your analyses in Excel, Redshift, Tableau or other tools.
As a result, you can make data driven insights accessible to everyone across the organization, in the platform they use every day.
Whether you're capturing activity data through one of Truly's many products or using existing solutions, you can benefit from our salesforce-native approach to reporting.
Customizable ETL capabilities allow you to normalize and label activity data across multiple providers to create a single reporting plane to analyze.
Once your data is analyzed, it flows through seamlessly into our prebuilt Salesforce native dashboards. And our unique approach to modeling data means that you can finally get the power of the most advanced BI tools natively inside your CRM.