RICH REPORTING

DRIVE PERFORMANCE WITH ACTIONABLE INSIGHTS

HOW IT WORKS

Every business wants better insight into Salesforce data. Visibility into Salesforce activities drives revenue but can be time consuming to achieve. Conga Courier provides all of the benefits of complex reporting but with the ease of scheduled reports that can be delivered to individuals inside and outside your Salesforce organization. Create the information flow necessary to make decisions to accelerate the sales cycle and time to revenue.

HIGHLIGHTS

Salesforce Report Scheduling and Delivery:

  • Specify your standard or custom Salesforce tabular or summary report
  • Select your recipients – individual users, contact roles, profiles and groups or use a Salesforce report to dynamically select recipients
  • Customize the email subject line, body text, “from” address and how to receive the report (printable view, Excel or CSV)

Automatically Deliver Reports to Your Recipients:

  • Automatically email your individual reports right on schedule
  • Send using any frequency – monthly, weekly, daily, hourly or advanced options like every 1st Monday, on the 21st or every 6 hours
  • Send an unlimited number of individual reports – no hourly limits

LEARN MORE

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