Simplify administrative tasks by automating the creation of various documents internally and externally (e.g. monthly reports) using the latest information available on Salesforce.
Key features
Automatic generation of performance reports
Choice of format (Word, Excel, PowerPoint)
Displaying dynamic dashboards
Collaborative access filtered by profile
Document management
Key advantages
Save time
Reduce errors
Automatic reporting
Integration of internal workflows such as data validation, Compliance...
Integration of e-mail campaign tools
Easily configure your performance reports according to your requirements
Automated document generation, i.e. monthly performance reports
Automatically generated commercial PowerPoint presentations which are easily archived
