Connect Salesforce to Chartio to Eliminate Human Error

Streamline marketing decision-making with Improvado.

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What is Salesforce?

Salesforce is a leading cloud-based customer relationship management (CRM) platform that allows businesses to manage and analyze their customer interactions, sales, leads, and support services in one centralized location. Enterprise companies benefit from Salesforce's robust features, enabling them to streamline processes, track customer data, and generate custom reports to drive informed decision-making.

What is Chartio?

Chartio is a powerful business intelligence (BI) and data visualization tool that enables companies to explore, analyze, and visualize their data in real-time. Enterprise companies benefit from Chartio's user-friendly interface, which allows users to create custom dashboards and reports, track key performance indicators (KPIs), and uncover actionable insights to make data-driven decisions. With a wide range of integrations, Chartio is an ideal choice for businesses looking to centralize their data analysis and visualization efforts.

Connecting Salesforce to Chartio

Connecting Salesforce to Chartio can be accomplished through several methods:

  • Using Chartio's native Salesforce connector, which allows users to directly import and visualize Salesforce data within Chartio.
  • Exporting data from Salesforce and manually uploading it to Chartio as a CSV or Excel file.
  • Utilizing third-party data connectors or ETL (Extract, Transform, Load) tools to sync Salesforce data with Chartio automatically.
  • Creating custom API integrations to connect Salesforce and Chartio programmatically.
  • Choosing an advanced marketing analytics platform like Improvado to streamline the entire data pipeline, from data extraction and load to data visualization with Chartio.

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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
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Salesforce to Chartio with Improvado

Improvado is an ideal solution for connecting Salesforce to Chartio, as it offers numerous advantages over other methods. By leveraging Improvado's platform, businesses can quickly and easily integrate Salesforce data with Chartio, eliminating the need for manual data uploads or complex API integrations. Improvado's powerful data transformation and normalization capabilities ensure that Salesforce data is properly formatted for use within Chartio, while its extensive metrics and dimensions provide a comprehensive view of your company's performance. Additionally, Improvado's scalable infrastructure is well-suited for enterprise companies, allowing for the processing of large volumes of data and seamless integration with numerous marketing and sales data sources.

Summary of connection Salesforce to Chartio

In summary, connecting Salesforce and Chartio is an essential step for enterprise companies looking to centralize their marketing and sales data analysis efforts. Improvado offers a powerful, scalable solution for this integration, providing businesses with a highly customizable and efficient way to connect their Salesforce data to Chartio. With Improvado's top-notch customer support, ability to process large volumes of data, and comprehensive data pipeline capabilities, businesses can leverage the full potential of both Salesforce and Chartio to drive better decision-making. To learn more about how Improvado can help your company, book a call with one of our experts 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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