Visibility into Salesforce activities creates insight and drives revenue, but it can be time consuming to compile and share reports with those who need them most. Conga Courier goes beyond simple Salesforce, providing automated scheduled reports to be delivered to individuals inside and outside your Salesforce organization.
Send an Unlimited Number of Individual Salesforce Reports with Conga Courier Including:
- Lead reports to partners
- Weekly opportunity reports
- Executive facing forecasts
- Real time pipeline reports
- Sales rep activity
- And more…
“The best thing since sliced bread…
Having Courier is better than having my own personal Executive Assistant! I use it to send daily pipeline reports, weekly Management Team reports, monthly updates to Alliance partners, etc. Every day, I think of more ways this application can reduce the load on my plate.”
EVERY BUSINESS WANTS BETTER INSIGHT INTO THEIR SALESFORCE DATA. CHANGE THE WAY YOU SHARE CRITICAL BUSINESS ANALYTICS TO EXTENDED AUDIENCES.
- Share Salesforce reports with anyone inside or outside your organization (up to 25 recipients per email)
- Send one report to multiple groups with a filtered view for each group (e.g. send the same sales report to all of your managers, but each manager only receives data from his region)
- Customize your email subject lines and body text for each report (e.g. with instructions for the recipient)
- Set to send “from” another user’s email
- Choose to embed the report directly in the body of the email or send as an attachment in Excel, CSV or Printable View format
- Send reports hourly, daily, weekly, monthly or per customized time periods.
HOW CONGA COURIER WORKS
SALESFORCE REPORT SCHEDULING AND DELIVERY
- Specify your standard or custom Salesforce tabular or summary report
- Select your recipients – individual users, contacts, 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