Connect SalesLoft to Excel Power Query Without SQL

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What is SalesLoft?

SalesLoft is a leading sales engagement platform designed to help enterprise companies streamline their sales processes, improve customer engagement, and boost revenue growth. With its robust suite of tools, SalesLoft enables sales teams to manage prospects, automate outreach, and track sales performance. By leveraging this powerful platform, large enterprises can enhance their sales strategies, close deals faster, and achieve greater overall success.

What is Excel Power Query?

Excel Power Query is a powerful data analysis tool within Microsoft Excel that enables enterprise companies to easily access, clean, and analyze large volumes of data from various sources. With its intuitive interface and advanced data manipulation capabilities, Excel Power Query allows users to quickly transform raw data into actionable insights, automate repetitive tasks, and create custom reports. By using Excel Power Query, organizations can make data-driven decisions, optimize their operations, and gain a competitive edge in the market.

Connecting SalesLoft to Excel Power Query

Connecting SalesLoft to Excel Power Query can be achieved in several ways:

  • Using SalesLoft's built-in export functionality, you can export your sales data to a CSV or Excel file, then import that data directly into Excel Power Query.
  • Utilizing Excel Power Query's web connector feature, you can connect to SalesLoft's API and retrieve and analyze data directly in Excel Power Query.
  • For a more seamless integration, you can leverage a third-party data connector, specifically designed to help you sync your SalesLoft data with Excel Power Query.
  • Instead of dealing with complex integrations and manual data transfers, you can opt for a comprehensive data pipeline solution like Improvado. With Improvado's data extraction and load capabilities, you can automatically load data from SalesLoft to Excel Power Query without any hassle.

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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 SalesLoft to Excel Power Query with Improvado

When it comes to connecting SalesLoft to Excel Power Query, Improvado stands out as the best solution for several reasons:

  • Improvado offers an easy-to-use platform that simplifies the data integration process, allowing you to focus on deriving insights and driving business value.
  • With Improvado's extensive library of metrics and dimensions, you can automatically extract the most relevant data from SalesLoft, ensuring that your Excel Power Query dashboard is always up-to-date and accurate.
  • Improvado provides top-notch customer support, ensuring that any issues or questions you encounter are addressed swiftly and effectively.
  • As an enterprise-grade solution, Improvado is built to handle large volumes of data, ensuring that your data pipeline remains reliable and efficient, even as your organization grows.

Summary of connection SalesLoft to Excel Power Query

In summary, connecting SalesLoft and Excel Power Query is an excellent way for enterprise companies to gain valuable insights into their sales performance and make data-driven decisions. By leveraging a comprehensive solution like Improvado, businesses can easily centralize their marketing and sales data, enabling them to create powerful, customizable, and scalable Excel Power Query dashboards. With Improvado's high-quality customer support and ability to handle large volumes of data, organizations can ensure their data pipeline remains reliable and efficient. To learn more about how Improvado can help your organization connect SalesLoft to Excel Power Query, 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.
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Activision relies fully on Improvado for its marketing dashboard.

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