CRM Report Scheduler is a comprehensive plugin solution that seamlessly integrates with the existing CRM On Demand platform. This extension to the cloud CRM platform leverages the flexibility of customer data and relationship management, to distribute recurring and automated reports to CRM and non-CRM users periodically.
This plugin provides and ability to track and manage a large list of reports that need to be executed and delivered at different times across multiple users. The custom reports with Sales, Opportunity and Pipeline management and other business insights are delivered to your inbox as an email attachment (PDF, XLS, MHTML, CSV formats).
Develop & analyze reports together with your colleagues. Share with each other privately.Embed reports anywhere or email them periodically.
Build new calculations with an easy to use formula engine, offering extensive mathematical & statistical functions.Embed reports anywhere or email them periodically.
Report scheduler combines the latest database technology with an efficient Analytics Engine, that can crunch hundreds of millions of records and deliver insights in seconds.
From an idea to an unforgettable and measurable customer experience
Combine data from different sources easily to create cross functional reports. For example, combine your marketing spend data in excel files and sales data in CRM to create a spend vs sales report.
Pay only for what you need !
Together let's make a better customer experience.