Connect Salesforce Marketing Cloud to MS Excel to Get Analysis-Ready Data

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What is Salesforce Marketing Cloud?

Salesforce Marketing Cloud is a powerful marketing automation and analytics platform designed for large enterprises. It provides a comprehensive suite of tools to create, manage, and measure marketing campaigns across various channels such as email, social media, and mobile. By leveraging Salesforce Marketing Cloud, enterprise companies can streamline their marketing processes, target audiences more effectively, and gain valuable insights into customer behavior and campaign performance.

What is MS Excel?

MS Excel is a widely-used spreadsheet application that is part of the Microsoft Office suite of software. It offers versatile tools for data management, analysis, and visualization, making it an essential tool for many businesses, including large enterprises. With MS Excel, companies can organize, analyze, and present large volumes of data in easily understandable formats like tables, charts, and graphs. This enables businesses to make data-driven decisions, optimize processes, and identify trends and patterns.

Connecting Salesforce Marketing Cloud to MS Excel

Connecting Salesforce Marketing Cloud to MS Excel can be done through several methods:

  • Use Salesforce Marketing Cloud's built-in export functionality: This method allows you to export specific data sets from Salesforce Marketing Cloud and import them into MS Excel for further analysis.
  • Utilize Salesforce Marketing Cloud's API: With this approach, you can programmatically extract data from Salesforce Marketing Cloud and load it into MS Excel by writing custom scripts or using third-party tools.
  • Utilize a third-party data connector: Several data connectors are available that can facilitate the connection between Salesforce Marketing Cloud and MS Excel, automating data extraction and import.
  • Connect Salesforce Marketing Cloud to MS Excel using Improvado: As an advanced marketing analytics platform that covers the complete data pipeline from data extraction to data transformation, normalization, and visualization, Improvado provides a seamless solution for syncing Salesforce Marketing Cloud data with MS Excel.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
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Connecting Salesforce Marketing Cloud to MS Excel with Improvado

Improvado is the best solution for connecting Salesforce Marketing Cloud to MS Excel for several reasons. First and foremost, Improvado simplifies the process of data extraction and transformation, eliminating the need for manual data exports or custom scripting. It also provides a comprehensive data dictionary with all the metrics and dimensions that can be automatically extracted from Salesforce Marketing Cloud, allowing you to easily customize your data sets.

Additionally, Improvado's platform is highly scalable and capable of handling large volumes of data, making it suitable for large enterprises with complex marketing campaigns. With its ability to centralize marketing and sales data, Improvado enables businesses to gain a holistic view of their performance and make informed decisions. Lastly, Improvado is known for its exceptional customer support, ensuring that users can get the help they need to maximize the value they derive from the platform.

Summary of connection Salesforce Marketing Cloud to MS Excel

In summary, connecting Salesforce Marketing Cloud and MS Excel can greatly enhance an enterprise's ability to analyze and visualize marketing data. Utilizing Improvado as the connector between these platforms offers several benefits, including scalability, customization, high-quality customer support, and the ability to process large volumes of data. By centralizing marketing and sales data with Improvado, businesses can gain valuable insights and make data-driven decisions that propel their success. To learn more about how Improvado can help you connect Salesforce Marketing Cloud to MS Excel, book a call today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.
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