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Whether checking your business’s progress or presenting results to the executive board or business partners, precise reporting is critical to your Salesforce success.

![](/uploads/salesforce-logo-png.png)

The profit of your entire Salesforce investment depends a lot on the business insights that you get. These insights get your team to generate more quality leads, close more deals, and serve customers with seamless customer service. It means that the power of creating and maintaining meaningful and accurate reports and dashboards can't be exaggerated.

Proper reports have always been a regular source of confusion among sales and marketing reps for as long as the customer relationship management software has been in practice. Many teams who use the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their Salesforce sales and marketing data.

In short, the challenges of Salesforce reporting within Salesforce are as follow:

- It requires manual work, that can be repetitive and time-consuming
- You can’t join external data with SFDC (SalesForce Dot Com) data in a single SFDC report
- For the average user finding the right Salesforce data is difficult
- Salesforce allows to send 200 reports a month (Enterprise Edition), 50 a month (Professional Edition)
- Each person can subscribe to up to 5 reports and 5 dashboards
- Report subscriptions are still sent when there is no data.
- Only users can subscribe to reports, making it difficult to share with external stakeholders.
- Limited visualization options
- Problematic cross-object reporting
- Users without the new theme are unable to create, edit, or run joined reports.
- Difficulties in accessing historical data - a range of data must be planned upfront (before actually they are needed) and they are hard to change once they’ve been set
- Filtering is restricted in some dashboards that contain multiple components based on the different report type

More about Salesforce limitations [here.](https://help.salesforce.com/articleView?id=faq_reports_common_limits.htm&type=5)These limitations in reporting within Salesforce have created an opportunity for external reporting and dashboarding tools to step in.  As a result, most Salesforce customers choose to extend their reporting capabilities beyond what Salesforce can deliver.

Let us quickly introduce you to a few of the most popular reporting apps that you can find on the [AppExchange](http://www.appexchange.com)

![](/uploads/tablaue-logo.png)

**Tableau** is a good choice as a third-party analytics tool when your reporting requirements exceed the capabilities that are native to Salesforce.

It offers multiple business benefits:

- Easy to use
- Full information availability. Tableau has built-in integration with Salesforce, allowing Tableau reports and dashboards to be embedded within the Salesforce. It can pull in data from the requested sources. It is not limited to only the data that is stored in Salesforce. Connect to almost any database.
- Many types of charts can be created including Sankey, Doughnut, Maps, etc
- Data blending and data extraction. Salesforce reporting is not able to combine data across Salesforce modules. For instance, it cannot display marketing engagements and pipeline growth on the same chart. Tableau does this type of data blending natively.
- Dashboards can be viewed on multiple devices: tablets, mobiles and laptops
- No data limits.

**Price:** starting from $70/month

[Tableau on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009wsiDEAQ)

![](/uploads/klipfolio-logo-black-red.png)

**Klipfolio** is a real-time data analytics tool for basic to intermediate data visualization / dashboards. It enables users to connect any data source, create data visualization, and share it. It is best used for live display of data from various sources in a consistent interface, but can also be used to a lesser extent for exploratory, self-service business intelligence.

Key benefits:

- White label solution
- Easy to add data from different remote sources like Dropbox to easily incorporate offline data such as targets in Excel files or call center data exported in CSV files
- Possibility to set dynamic variables
- Simple and user-friendly data visualization
- A lot of features and already built-in integrations with numerous data sources
- The hover effect showing the details of a particular data point is extremely helpful and enables the user to take a closer look at specifics if they choose.
- Multiple data source formats, you can make data sources in JSON, Summarized View, and Detailed View.
- Shared/permalink dashboards are perfect for allowing private access without requiring login
- Dashboards can be shared in a variety of formats: PDF, JPG, CSV
- Unlimited users
- Dashboards created in Klipfolio are automatically resized based on the device used

**Price**: starting from $29

[Klipfolio on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B3e6EEAR)

![](/uploads/report-sender-articel.jpg)

**Report Sender** **-** an application that allows you to schedule and sent reports to any email address, in an Excel-friendly format. There are no restrictions on objects or fields, and all Salesforce sharing rules and field-level security for users are obeyed.

How the Report Sender can help you in daily reporting duties:

- You can easily schedule and customize reports
- You can send reports to all email addresses including non-Salesforce users
- Reports can be sent as CSV or Excel file
- Unlimited number of reports
- Easy email body customization
- Multiple schedule options
- You can send just one-time email
- Premium users can skip sending blank reports

Report Sender helps you in your daily business. It can for example, automatically send leads to co-marketing partners from Salesforce campaigns and lead reports. Or send the sales pipeline to the executive team. It keeps all interested parties up to date with business performance indicators, not just those with access to Salesforce.com

Full disclosure: We built this app

**Price:** free and premium

[Report Sender on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=7_popular_reporting_apps&utm_content=report_sender)

![](/uploads/conga-composer.png)

**Conga** is built for sales and marketing professionals who need to generate and send a presentation, proposal, report or contract. Conga allows users to combine data and merge data from external databases. Users can collaborate by setting up document templates and workflows and can access and sign documents remotely. The platform provides the tools to easily negotiate with key stakeholders and sign contracts on the go.  Conga also allows multiple people to work on a contract together, and redline the document.

Conga composer benefits:

- Salesforce template integration.
- Complex pages pulling multiple objects
- Template based for reusability
- Multistep processes that saves time
- Flexible design
- Works well with other software like [Adobe Sign](https://www.trustradius.com/products/adobe-sign/reviews), DocuSign and Financial Force.
- Flexible on how documents are configured
- Deals with complex merges of data into a document.
- Professional support
- Consistency in data
- Merging Salesforce data into easy to use format
- Supports many different output formats; PDF, DOCX, PPTX, XLSX, etc
- PDFs are completely customizable to meet branding
- Automatically store details in the contact's activity history so that you can see who has received what documents.

Price: starting at $20

[Conga Composer on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016b7FEAQ)

![](/uploads/Report-builder.png)

**Report Builder by Cloud4J** is an app that enables users to download and schedule existing Salesforce reports and dashboards in a variety of formats. It includes charts, conditional formatting, and can query more than 2,000 records, including formula fields. There is no installation necessary, and it works with existing Salesforce reports.

Let's have a look at important features:

- Robust solution for sending reports and dashboards
- Multiple schedules can be set on a single report or dashboard
- Schedules can be set for one or more users, for Salesforce users and non-Salesforce users, at any scheduled time
- Sends generated documents (like Conga)
- Sends reports, dashboards, and/or documents in a single email
- PDF and HTML options for scheduling reports

**Price:** $0-150/month. Free version cannot send reports.

[Report Builder page](https://www.cloud4j.com/report-builder.html)

![](/uploads/smartsheet-logo.png)

**The Smartsheet** platform offers tools for

Every successful business already uses spreadsheets, Smartsheet turns those familiar rows and columns of cells into an app. A result is a special tool that can handle workflow automation, content collaboration, forms management, project management, activity logging, scheduling, real-time data tracking. This cloud-based app certainly makes spreadsheets smarter, and for certain kinds of work, it might be preferable to a more traditional project management platform

Smartsheets key features:

- Easy to use
- Multiple drop-down menus that allow to quickly and simply create a checklist of tasks for a project, assign team members to each task, and set deadlines.
- Unlimited possibilities for adding custom fields to the task
- Automatic reminders
- Gantt charts
- Customizable templates
- Milestone tracking
- Idea management
- Portfolio management
- Time & expense tracking
- User-friendly interface

**Price:** starting at $14

[Smartsheet on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003JSACEA4)

![](/uploads/insightsquared-vector-logo.png)

**InsightSquared** helps revenue operations professionals make better decisions by equipping them with actionable, real-time intelligence on sales and marketing KPIs. InsightSquared Tiles is an analytics platform that provides sales with the insights they need to drive performance and close deals. According to the vendor, the comprehensive set of reports provide sales leaders with ready access to all the analysis they need to assess their progress, diagnose performance gaps, and formulate action and coaching plans.

Top features:

- Easy to set up, user-friendly interface
- Powerful, intuitive pre-built dashboards to analyze sales team performance
- Graphical view of the reports
- Customizable dashboard
- Data source connectors
- Drag and drop
- Graphical flexibility and customization, and the ability to pivot
- The Slate report tool allows building SQL reports based on SFDC data
- Automated reports

**Price:** starting at $1 USD

[InsightSquared on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000005uuY8EAI)

Improving your Salesforce reporting can help you make more informed decisions about your sales and marketing strategies, your internal operations, and your customer service. The metrics can help you identify weaknesses. But, proper reports can help you find what’s working and resonating with your customers. So improve your reporting results with one of the plenty of plug-ins.

Still stuck? Send us a chat message and we'd be happy to talk about your reporting needs.


Since always proper reports have been a regular source of confusion among sales and marketing reps for as long as the customer relationship management software has been in praxis. Many teams who use the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their Salesforce sales and marketing data. Let us introduce you the most popular Salesforce reporting apps.

7-popular-reporting-apps-for-salesforce

7 Popular Reporting Apps for Salesforce


# Top 10 Salesforce apps of 2020

**The Salesforce AppExchange** platform is a magic B2B marketplace. So if you are a developer who is passionate about producing apps for Salesforce, then your solutions should be listed there.

The AppExchange is a vast marketplace with solutions for all kinds of industries and challenges. 80% of Salesforce customers are using AppExchange and the platform has more than 6.5 million app downloads.

In this post, we want to bring you closer to the 10 most popular Salesforce apps based on user reviews.An easy and fast **document generator**. - This application allows Salesforce users to pull data directly from Salesforce and by using pre-built templates they can automatically generate documents like quotes, proposals, account plans, invoices/receipts, contracts, orders, and more in different formats.Price: starting at $20 USD per user, per month

[Go to Conga Composer on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016b7FEAQ)

Salesforce reports are powerful, but Salesforce doesn’t allow you to send reports outside the Salesforce organization. This app makes it possible! The [**Reports Sender**](https://cloudanswers.com/report-sender/) allows you to schedule and send an unlimited number of reports to any email address as a CSV file. The upgraded version can also send XLSX files, skip sending when blank, and more:Price: free, premium

[Go to Report Sender on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=top_10_salesforce_apps_2020)image: /uploads/![](/uploads/dataloader-logo-300x63.png)

#### Import and export data

Dataloader, **allows users to import, export, and delete data** in an easy way. It can map your data from the source file to Salesforce. And the more advanced version includes additional options like insert, update, export, or upsert records for standard and custom objects.image: /uploads/Dataloader is offered in 3 versions based on the user needs: basic for free, professional, and enterprise

Price: free, premium

[Go to Data Loader on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009w8ZBEAY)image: /uploads/

#### **![](/uploads/docusign_logo_white_text_on_black-300x115.png)**

#### **Electronic signature**

Docusign has 4602 reviews and it is the **most download electronic signature app** on AppExchange. It enables you to create and send agreements for signatures directly from Salesforce. Customers can sign contracts on any device. You can trigger actions, track status, and automatically store agreements to the original record with Lightning integration.

Price: starting at $30 USD (requires Docusign subscription)

[Go to DocuSign on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001taX4EAI)image: /uploads/

## **![](/uploads/sms-magic-300x86.png)**

#### **Business Messaging**

SMS-Magic is an **omnichannel text messaging solution.** A great tool that enables businesses to have fluent communication with customers through different channels. The app allows you to receive and manage messages from channels like Facebook, SMS, WhatsApp in one inbox. It includes intuitive alerts to new conversations, simple worklists, auto-response templates, and 360º lead conversation history. It also has a function that matches routing rules and automation processes to assign conversations to sales executives or sales teams and sends a personalized first response to new opportunities instantly.

Price: starting at $9 USD

[Go to SMS Magic on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000024XvyEAE)image: /uploads/

## **![](/uploads/inside-view-logo-300x40.png)**

#### Data and intelligence

**InsideView** helps sales and marketing teams to better target and engage with opportunities. It delivers the “right message to the right person at the right time”. It does this by generating events and analyzing your social network connections. What’s more, it visualizes the addressable markets and helps you discover new business segments that can be targeted. Salesforce users can benefit from:

- appends and updates account data on an ongoing basis,
- powers improved segmentation and targeting with key account data like industry, revenue, employee count, corporate hierarchy, company status, location, website.
- includes a self-assessment tool to determine the match rate and visualize the distribution of data based on the selected metrics.

If your existing Salesforce contact database is a bit lacking, you’ll love InsideView’s updating and importing features.

Price: $99 USD

[Go to InsideView on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016a6MEAQ)

#### B2B database

ZoomInfo combines a comprehensive business database with advanced technology to fuel go-to-market strategy from start to finish, From understanding your ideal customers to targeting the companies who visit your website in real-time and provide a precise, 360-degree view of customers, prospects, and opportunities.Mainly dedicated to sales and marketing teams that allow them to have the information they need to effectively prospect and grow relationships without wasting time tracking down phone numbers or emails. It allows us to have valuable information on prospects and also information on companies within a targeted industry.

Price: free of charge

[Go to Zoominfo on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0vErUAJ)image: /uploads/

## **![](/uploads/demandtools-logo-300x158.png)**

#### **DemandTools Administrative and Data Quality Management**

Administrative tasks on a Salesforce database can be annoying. There are individual modules to remove and prevent poor quality data, control, standardize, verify, deduplicate, import, and generally control data. DemandTools makes all these time-consuming, monotonous tasks a thing of the past, and also it goes well beyond Salesforce’s built-in data loader to provide a more enhanced structure and improved usability while automating some of the more tedious administrative duties.

For CRM admins and data managers, DemandTools is one of the best software suites to ensure high-quality CRM data, so that business can make confident data-driven.

Price: starting at **$10 USD**

[Go to Demand Tools on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000016bXjEAI)image: /uploads/

## **![](/uploads/groove_blogo-300x103.png)**

#### **Email & Calendar Integration for Salesforce (Gmail + Microsoft 365)**

Groove is a sales engagement platform that automates non-sales activities so that sales teams can spend more time on finding new customers and maintaining relations with existing customers. This solution empowers the entire sales organization to plan and execute personalized outreach at scale with targeted campaigns, engage top accounts with smart account based sales features, and drive productivity using actionable analytics.

Features that are included:

- Two-way integration between Salesforce, Gmail and Google Calendar
- Email open, click tracking & send later
- Create, edit & enrich any SFDC object
- Automated email sequencing

Price: $30 USD

[Go to Groove on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000009wgl9EAA)image: /uploads/

## **![](/uploads/taskray-logo-300x150.jpg)**

#### **Customer onboarding**

An enterprise customer onboarding solution that includes all that companies need to onboard new customers. It includes access, purpose-built, and fully customizable templates to manage repeatable processes, and gain valuable insights into customer behavior and preferences.

Price: starting at $25 USD

[Go to Taskray on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000055lKwEAI)Did we miss any app you think should be on this list? Let us know in the comments!

If you need support in development or maintenance Salesforce works contact us via chat or write an email at [www.cloudanswers.com/contact](https://cloudanswers.com/contact/)


Businesses use the Salesforce AppExchange to research, download and install apps that can help better run their businesses. Check the list of ten best reporting apps for Salesforce.

top-10-salesforce-apps-of-2020

Top 10 Salesforce apps of 2020

Within the [Salesforce platform](https://www.salesforce.com/), there are many measurement tools that allow the decision-makers to take a wide-angle view of their team’s performance and simultaneously grasp the important details that may go unnoticed.

**Salesforce reports** allow a business to understand its current revenue pulse, make decisions for the future, and set goals for advancement. The information provided by reports and dashboards is very important in today’s environment, where it’s critical to be proactive, rather than reactive. And business leaders have questions that reports can answer. But if your Salesforce reports are not configured in a manner that responds to your inquiries – how will you be able to make decisions?A good report should contain all the information necessary to support decision-making. Furthermore, it should lead directors and top management to ask the right questions and initiate a series of actions. That will increase the ability of the organization to achieve it's short- and long-term goals and create sustainable value.

## Good quality information should be:

**RELEVANT** - presented information should be focused and match the defined objectives and the strategy. In other words, does it answer the questions your team is asking?

**INTEGRATED** - reported information should be produced for a range of internal and external purposes. It should be used in your presentations and in meetings.  It should be based on data that is updated regularly through normal business processes.

**IN PERSPECTIVE** - all the information should be presented in relevant time frames and appropriately filtered for the audience.

**TIMELY** - recurring reports should be received always on time. It is crucial that monthly board reports that contain performance information are ready and available when they are needed. Even better if all reports are available on demand and the most important ones are scheduled for automatic delivery.

**CONCRETE** - it should contain needed information. For example, monthly board reports should contain performance information relating to key operational issues, the critical success factors (CSFs), and key performance indicators (KPIs).

**RELIABLE** - People need to trust the data in the report. This requires good data governance and accurate report building. And checking your reports.

**COMPARABLE** - some of the reports like the ones for the board, are performance reports and they cover financial and non-financial aspects of performance. For financial performance, comparing actual data with forecast (budget/plan/rolling forecast), or in some cases, past data (last month/year), is very essential.

**CLEAR** - reports should always be written clearly and simply. Everyday language should be used and jargon or acronyms should be avoided. Avoid adding too much information to a report as people may miss the point.

## **Reporting Rules Worth Following**

#### ![](/uploads/speech-and-audience-1-150x150.png)1\. Know your audience

Every report has a purpose and a specific audience. Identify what questions the report will answer. Make sure the report does that and no more. It’s important that your report is catered to the needs of each receiver.

#### **![](/uploads/data-sheet-150x150.png)2.** **Capture the right data**

Reports and dashboards are only as good as the data behind them. Align metrics with company vision, take your business objectives, set the metrics that measure those objectives and map them to the capabilities of Salesforce CRM. The recommendation is planning reports first and then configure the application by adding custom fields, formulas, and other changes to capture the data you need.

#### **![](/uploads/security-data-150x150.png)3\. Make reports easily accessible**

Once the report is created make sure that all, who should see it and have the interest to see it, have access to it. Choose a clear name and add a helpful description. Or schedule it to get automatically delivered to the right people.

#### ![](/uploads/remote-control-150x150.png)4\. Automate workflow

Automate everything to save time. Salesforce report subscriptions and [Report Sender](https://cloudanswers.com/report-sender/) provide two different ways to schedule and automatically send results to stakeholders and managers. With automation you will have more time to focus on critical projects instead of building the same reports and sending them out over and over.

## **Reports provide visibility**

- If you are running an important initiative, you use reports to present how your project or program is doing.
- If you are facing challenges, risks, issues, then you use reporting to bring this to management’s attention – so you can get the help you need.
- If the team is doing an excellent job, your reports will present this – and get you and the team's attention and appreciation.
- You also need reports to manage team projects better. Reports help you regularly monitor your team’s progress against goals.
- Regulators, auditors, senior management – all of them look for reports to understand progress against goals and targets.

## **Conclusion**

Reports can provide insight at all levels of the company. So why not improve your reports today? Reports and dashboards are designed to be iterative – it is important to keep them current and relevant. To successfully roll out business metrics good communication is key. Make it easy for your users to find, view, and access the dashboards relevant to them. Then see how much your business transforms.

Check also other articles that are related to :

[Run Salesforce reports in Apex](https://cloudanswers.com/run-salesforce-reports-in-apex/)

[7 Popular Reporting Apps for Salesforce](https://cloudanswers.com/7-popular-reporting-apps-for-salesforce/)

[How To Make Your Salesforce Reports Run Faster](https://cloudanswers.com/tips-for-faster-reports/)

### **CloudAnswers provides free apps that help you work faster and more efficient with Salesforce**

### [**Check it now!**](http://www.cloudanswers.com)

image: /uploads/

Reports are needed to understand the data you have in Salesforce or any other CRM. But how the report should be built might be challenging.

salesforce-reporting-tips-and-best-practices

Salesforce - Reporting Tips and Best Practices


image: /uploads/image: /uploads/image: /uploads/You need it for agreements, reminders, sending files, meeting with colleagues, and so much more.  _**Email.**_

Even though more people than ever have some form of access to your salesforce database through platform licenses, communities, etc, people still depend on emailing data for a surprising number of processes/workflows. Unfortunately, you are usually stuck with creating an email forward rule. And still don't get the data in the format you need (attached as a file).

### **[Click here to learn more about the CloudAnswers Report Sender](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=accelerate_business_with_emailed_reports&utm_content=click_here_to_learn_more)**

It can be a challenge to keep processes working with outside partners or internal employees that don't work daily in salesforce.  Also, making them login to salesforce isn't always an option. To help make your admin life easier, we put together a new app that automatically emails your reports. On a schedule you decide, to any email address, not just those people with salesforce accounts (yes, inside and outside your company).

## Here are our top 5 recipes to accelerate business processes using CloudAnswers Report Sender:

### #1 Disseminate Product Updates to Partners

Partner selling is a reality of today's hyper-connected business world but most companies don't have the time and budget to build real integrations to synchronize their product catalogs.  A survey of our largest customers found that over 90% are distributing product catalogs using emailed spreadsheets that they must extract manually and send personally. That's a huge time commitment when you scale to large numbers of partners.

**Here's how to solve this problem for free:** 1. Create a report for products that are public to partners (this might require creating a custom field like "Partner Visible") 2. Create a report filtered to those products 3. Schedule the report using [Report Sender (free app)](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=accelerate_business_with_emailed_reports&utm_content=how_to_solve_the_problem_for_free)

As an added bonus, your partner might be able to automatically load your spreadsheet into their system, making the process totally automatic for everyone involved!  Just make sure to include your product code and/or salesforce id (case-safe id) of the product so they can detect updates reliably.

### #2 Connect Teams Without Salesforce Access

Here are some common scenarios where teams might not have full access to Salesforce but can benefit immensely from being pushed selective information. Implementation teams need to know about customer service issues for their projects, but they might be working in an ERP tool.  One customer service team might be using Jira self-hosted and can't easily integrate tickets. Finance teams might want to knows what upcoming deals are likely to close this quarter so they can prepare documentation folders for complex sales.

Currently, you might have one shared read-only account everyone uses to get information, but it still requires them to log in and get information on a pull-basis that requires your business users to login, remember where to go, and hopefully find the right information.

### #3 Get rid of those users that only log in once every 3 months

Give them a daily or weekly email subscription of the information that pertains to them.

Each scenario above can usually be solved by creating scheduled reports targeted to the right individuals or mailing lists. Schedule a report of cases for a project manager's client or related product tag for a support team using an outside customer support tool.  Schedule reports of upcoming deals (current CQ or next 90 days) with relevant fields included.

### #4 Provide Lead Lists to Lead Sales Partners

A popular trend over the last 5 years has been to outsource the BDR or cold calling roles.  Companies create 1 user account under a false name, assign all the leads they want to be called, and then let them rip.  It sounds great in practice, but it's sometimes hard to tell what kind of progress is being made over time since not everyone is familiar with how to build the reports, how to evaluate reports like "leads with converted lead information". Sometimes merging duplicates can really change statistics.

Solution:  Create a scheduled report to the partner and yourself that includes their assigned leads. This attached file will get sent every weekday or every week and will act as a poor man's snapshot that you can always refer back to.

However, some lower-cost cold-calling partners will want to call down a spreadsheet and won't log in to your CRM (or maybe it's just too time-consuming on your side to set that up).  It's up to you to give them that spreadsheet on a regular basis - which can be fully automated by using [CloudAnswers Report Sender](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=accelerate_business_with_emailed_reports&utm_content=provide_lead_lists) (free app).  Your flow then becomes: 1.  The partner gets an emailed report of all their open leads 2.  They call down the list, update the spreadsheet, and email it back to you

Now your whole process is automatic from your side and you don't waste time emailing reports anymore.

### #5 Poor-man's EDI (integration)

The largest companies will negotiate API based connections, so each company's system will communicate in real-time with each other.  Companies on Salesforce have an average user count of only 25, so the chances are that you aren't having your IT department program integrations with partners at the moment!

Here's a way some of our middle size customers have actually integrated with partners with minimal IT involvement and without having to open firewall rules, involve security people, etc: a.  Identify the data you want to send to your partner using a report with filters b.  Schedule your report using [CloudAnswers Report Sender (free app)](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJdlFUAT&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=accelerate_business_with_emailed_reports&utm_content=poor_mans_edi) to your partner's email address c.  If your partner is using salesforce, they can paste in code freely found online [here](https://developer.salesforce.com/forums?id=906F00000008vvmIAA), [here](https://www.forcetalks.com/blog/email-service-inserting-data-in-salesforce-using-email-attachment/), or [here](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001ssrYEAQ). Or if they use another system, they can often write a script to process the file from an inbox automatically. (we also do consulting so let us know if you [need help](https://cloudanswers.com/services/))image: /uploads/image: /uploads/


The top 5 tricks to accelerate business with emailed reports using Report Sender. #1 Disseminate Product Updates to Partners...

accelerate-business-with-emailed-reports-using-report-sender

5 tricks to accelerate business with emailed reports using Report Sender

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