eSpatial is used by organizations worldwide to visualize and analyze sales data, build sales territories, plan a field sales reps day. Much of the data that is being uploaded to eSpatial originates in a CRM system and one of the most common is Salesforce. Because of this, we have built an integration with Salesforce to make the importing and updating of your sales data much more streamlined and time efficient.
Using Salesforce reports gives you the flexibility to define and filter your data the way you want it, before uploading to eSpatial. It is used it for leads, accounts, opportunities, customers, projects, cases. It supports most custom Salesforce.com objects. This is a great way for you to synchronize your Salesforce.com reports with eSpatial. Learn how to integrate eSpatial with Salesforce in our easy to follow how to guide.
The key features include:
- Importing Salesforce.com reports directly into eSpatial.
- Scheduling Salesforce.com reports to synchronize regularly with eSpatial.
- Manually re-run a report to import the latest data into eSpatial.
Are you ready to visualize your Salesforce Reports on a map? Sign up for a free eSpatial trial with 7 days access to our Pro License features to visualize and analyze your data on a map.