Service Features | Salesforce

Principle helps you transform Salesforce data into business intelligence you can actually use. Whether sales, IT support, service or marketing, our CRM experts will ensure your Salesforce integration achieves its desired results.

Principle has has five features that enhance your your organization’s use of Salesforce data.

Easy integration

  • WIth a rapid deployment plan and low cost, Principle’s Salesforce analytics service can be deployed in your business in as little as two weeks.
  • Competitive pricing with a service commitment starting as low as 3 months. You won’t be stuck if you decide that Principle Salesforce isn’t right for you.

Data Integration for Visualizing Multiple Sources

  • Principle ingrates Salesforce with your sales target data to help you better identify and follow-up with leads and build relationships that count.
  • Manage your sales target data from Google Sheets and visualize the targets with your actual sales data from Salesforce. Advanced, yet easy to understand, visualizations provide insight into sales gaps.

Real time and Snapshot data

  • Salesforce data reflects the current state of your business. The challenge is that, when data is updated in Salesforce, the old data is lost. It’s difficult to track changes in metrics using Salesforce alone. Principle provides a solution by using daily snapshots that give you the complete picture of your evolving business trends, one day at a time.

Scalability and Enterprise Readiness

  • Principle scales from a minimum of five users to thousands an d provides a robust authentication and authorization system so you can ensure that each user only sees their data. You’ll be able to provide dynamic and compelling visualizations to any size audience.
  • Whether you’re a small business or large enterprise, Principle provides the tools to explore data from all sources easily and in real time. Our scalability features ensure that your Salesforce data can accommodate virtually any size company.

Customizability

  • Principle provides you with executive overview dashboards that can be customized for your business. Since no two businesses are alike, customization is essential. We offer special services to help you create the dashboard that is right for your company.
  • All your technical integration needs will be streamlined through Principle’s Salesforce technology. This includes autopilothq for CRM, leaderboxer for reverse IP lookup, intercom and Google (Analytics, tag manager and search console).

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Eager to try out Principle data analytics? Contact us today for a free demo.

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