Get Help With Salesforce.com Reports and Dashboards
If you are not taking advantage of the full functionality of Salesforce.com Reports, then you're missing out on the most significant benefit of this CRM system. The ability to create good reports is critical!
To answer this need, we help our clients in one of two ways:
1) We Build Reports and Dashboards For You: We are available to build any report or dashboard that your company needs. We have built literally thousands of reports and dashboard elements. There are a lot of little tricks to building a good report. We can save you lots of time by building the ones you need. We are available on-demand to meet this need.
2) Train You To Build Reports and Create Dashboards: We can train you or your team in the fundamentals of report writing and dashboard development.
Would You Like Us To Create The
Reports and Dashboards You Need?
If you need a specific report and don't want to learn how to create it yourself, we can do it for you. We simply talk to you about what kind of data you need from your Salesforce.com system and we'll create the report to show you that data in the exact format you need. We'll even show you how to export it or have it emailed to you on a daily basis. Then you might want to have that data presented on a Dashboard, we can take care of that also.
Not Sure What Dashboards You Really Need?
If you aren't even sure what to ask for, but know you need better business intelligence, we can build a set of reports and dashboard elements for you. We've worked with hundreds of businesses and know thoroughly the kinds of information that feeds their decision making processes. We'll spend some time discussing your business model, and based on that conversation we'll build a set of reports and dashboards that we think will best provide a good starting point - then based on your feedback we'll tweak those over the following weeks to provide exactly what you need.
Low Hourly Rates
Snapptraffic consultants work on an hourly basis (current rates). The typical custom report will take us less than a half hour to create for you. We spend a few minutes on the phone discussing your needs, then build the report you need. This can be done quickly and inexpensively. No ongoing fees, no program fees. Just what you need, when you need it.
Learn to Build Your Own Reports
We have a report building training program that we can take you or any of your employees through. In about an hour and a half, we'll cover the basics of reports and dashboards that will enable you to build the systems necessary to gain valuable visibility into all your vital business processes. In order to conduct this training inexpensively, we use Gotomeeting to meet with up to 15 people at one time on a conference call and on their computers wherever they work. Together we will build actual reports that your business can use right away and in the process your team will learn what they need to know to build their own reports and dashboards.
- No traveling involved
- No time away from work
- Meet at your convenience
- Just an hour or two and the lessons will be learned - by one person or up to 15
Need More Help?
After training, you may decide that you like having someone available to answer questions about any aspect of Salesforce.com. As consultants, we become an on-demand extension of your team. Whenever you or any member of your team need help with customization, adoption strategies, layouts, reporting, you name it - just call or send an email, and we'll schedule time to meet with you and get your problems solved. To reach us to discuss your needs, click here: Get Started.
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The Snapptraffic team has become a valuable extension of my sales team. My business is a manufacturer rep business, with $15M in annual sales, and can't afford a system expert or administrator. Snapptraffic has provided that important level of experience, and expertise about Salesforce, sales reporting and system administration. With their help, we quickly deployed the basics in a matter of weeks, converting a significant amount of data from an underutilized ACT system. Today, we enjoy solid insightful information about our business that is allowing us to make well informed business decision about our team, our business, and the direction that we will take based on sales trends. You can't do better than these people. Personalized, hands on care of a small business, with the depth, experience and insight of seasoned professionals.
Dick Putt of Capitol Electronics
Snapptraffic services and consultants have provided a great service to my company in helping us customize our Salesforce.com application. The cost of their services have been recouped 10 times over. Thanks for everything.
JP Lowry, President of Preferred Financial Funding
When we first started using Salesforce, it was overwhelming. So many features, so little support. SnappTraffic to the rescue! Michael and his team gave us the one-on-one attention we needed at rates that every small business can afford. Helpful, timely, respectful and patient. These people are your Salesforce configuration dream team.
Ben Utley CFP® of Physician Family Financial Advisors
