Connect Salesforce to Google Sheets to Streamline Marketing Analytics

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What is Salesforce?

Salesforce is a powerful customer relationship management (CRM) platform that helps large enterprises manage their sales, customer service, marketing, and analytics needs. By centralizing customer data, Salesforce enables businesses to improve customer experiences, drive revenue growth, and streamline operations. With its robust features and customizable options, Salesforce is a valuable tool for enterprise companies looking to enhance customer relationships and optimize their sales processes.

What is Google Sheets?

Google Sheets is a cloud-based spreadsheet application that allows businesses to easily create, edit, and share spreadsheets online. With real-time collaboration capabilities and seamless integration with other Google Workspace apps, Google Sheets provides a convenient and cost-effective solution for enterprise companies to manage and analyze data. Its powerful features, such as built-in formulas, pivot tables, and data visualization tools, enable users to gain valuable insights and make data-driven decisions.

Connecting Salesforce to Google Sheets

Connecting Salesforce to Google Sheets can be achieved through various methods:

  • Manually exporting Salesforce data as CSV files and importing them into Google Sheets. This process can be time-consuming and requires regular updates to ensure data accuracy.
  • Using a third-party integration tool, such as Zapier or Data Connectors, to automate the data transfer process. These tools often come with limitations in terms of data volume, frequency, and customization options.
  • Developing custom scripts or applications to connect Salesforce with Google Sheets. This approach requires technical expertise and can be expensive to maintain and update.
  • Utilizing Improvado's advanced marketing analytics platform to extract and load data from Salesforce to Google Sheets. This method offers scalability, customization, and ease of use, making it a superior option for enterprise companies looking for a seamless and efficient solution.

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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
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Connecting Salesforce to Google Sheets with Improvado

Improvado is the ideal solution for connecting Salesforce to Google Sheets, offering a complete data pipeline that covers data extraction, transformation, and visualization. With Improvado, businesses can:

  • Easily extract and load data from Salesforce to Google Sheets, without the need for manual intervention or complex coding.
  • Gain access to a wide range of metrics and dimensions that can be automatically extracted from Salesforce, providing a more comprehensive view of sales and marketing performance.
  • Customize data transformations and normalization to meet specific business requirements, ensuring data consistency and accuracy across different platforms and tools.
  • Take advantage of Improvado's robust data visualization capabilities to create insightful and interactive dashboards in Google Sheets.

By streamlining the process of connecting Salesforce to Google Sheets, Improvado enables enterprise companies to focus on analyzing their data and making data-driven decisions, rather than spending time and resources on data integration and management.

Summary of connection Salesforce to Google Sheets

In summary, connecting Salesforce and Google Sheets is crucial for enterprise companies looking to centralize and analyze their marketing and sales data. By using Improvado's advanced marketing analytics platform, businesses can benefit from a scalable, customizable solution that seamlessly integrates Salesforce data into Google Sheets. With high-quality customer support and the ability to process large volumes of data, Improvado simplifies the process of data integration, allowing users to focus on generating insights and driving business growth. To learn more about Improvado's powerful capabilities and how the platform can help your business, book a call with an expert 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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