Connect Salesforce to Periscope Data to Streamline Marketing Analytics

Accelerate data connection between marketing platforms with Improvado.

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What is Salesforce?

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps large enterprises manage their sales, marketing, and customer service operations. By leveraging Salesforce, companies can streamline processes, improve collaboration, and make data-driven decisions to increase revenue and customer satisfaction. Salesforce offers a wide range of tools and features, including lead and opportunity management, marketing automation, analytics, and customizable dashboards and reports.

What is Periscope Data?

Periscope Data is a powerful data analysis and visualization platform designed for enterprise companies. It allows users to easily explore, analyze, and share data insights with customizable dashboards, charts, and interactive reports. By connecting data sources like Salesforce to Periscope Data, businesses can gain a deeper understanding of their marketing and sales performance, identify trends, and make informed decisions to drive growth. Periscope Data's advanced analytics capabilities, user-friendly interface, and seamless integration with various data sources make it an ideal tool for organizations looking to make data-driven decisions.

Connecting Salesforce to Periscope Data

Connecting Salesforce to Periscope Data can be done through several methods, including:

  • Manual data export from Salesforce and import into Periscope Data: Export data from Salesforce as CSV files and then import the files into Periscope Data.
  • Using built-in Salesforce integrations: Periscope Data offers native Salesforce integrations that make it easy to sync your Salesforce data with your Periscope Data dashboard.
  • Utilizing third-party data connector tools: A variety of tools are available to help you connect Salesforce to Periscope Data, such as Skyvia, Fivetran, and Stitch. These tools typically provide pre-built connectors, customizable data syncing options, and automated data updates.
  • Building a custom API integration: Develop a custom integration using Salesforce APIs to extract data from Salesforce and load it into Periscope Data. This method requires programming knowledge and can be more time-consuming, but it offers more flexibility and control over the data connection process.
  • Choosing Improvado for seamless data connection: Improvado offers a robust and scalable solution for connecting Salesforce to Periscope Data. With Improvado, you can extract and load data from Salesforce into Periscope Data with ease, making it the most efficient and reliable option for consolidating your marketing and sales data.

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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 Periscope Data with Improvado

Improvado is the best solution for connecting Salesforce to Periscope Data because it offers a comprehensive data pipeline. From data extraction and transformation to normalization and visualization, Improvado covers it all. The platform can handle large volumes of data and centralize your marketing and sales data, allowing you to make better, data-driven decisions. With Improvado, you can automatically extract metrics and dimensions from Salesforce and import them into Periscope Data without any hassle. In addition, Improvado offers customization options, high-quality customer support, and seamless integration with numerous data sources, making it an ideal choice for large enterprises looking to optimize their data analysis and visualization efforts. Learn more about the data extraction capabilities of Improvado here.

Summary of connection Salesforce to Periscope Data

In summary, connecting Salesforce and Periscope Data can provide powerful insights into your marketing and sales performance. By choosing Improvado as your data connector, you can enjoy the benefits of scalability, customization, high-quality customer support, and the ability to process large volumes of data. Furthermore, Improvado centralizes your marketing and sales data, making it easier to visualize and analyze your data in Periscope Data. Book a call with an Improvado expert today to discuss how we can help you optimize your data pipeline and make the most of your Salesforce and Periscope Data integration.

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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