Connect Terminus to MS Excel to Streamline Marketing Analytics

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What is Terminus?

Terminus is a leading account-based marketing (ABM) platform designed to help enterprise companies target, engage, and grow their most valuable customer relationships. It enables marketing and sales teams to orchestrate multi-channel campaigns, identify high-value accounts, and measure the impact of their efforts on key metrics like pipeline generation and revenue growth. By leveraging Terminus, businesses can effectively align their marketing and sales efforts, making data-driven decisions that drive growth and improve ROI.

What is MS Excel?

MS Excel is a powerful spreadsheet application that has become an essential tool for businesses worldwide. As part of the Microsoft Office suite, it offers a wide range of features and functions for data analysis, reporting, and visualization. Enterprise companies rely on MS Excel for managing large volumes of data, creating custom reports, and sharing insights across teams. Its robust capabilities, ease of use, and compatibility with other applications make it an indispensable tool for decision-makers in marketing, finance, and operations.

Connecting Terminus to MS Excel

Connecting Terminus to MS Excel involves several steps, including:

  • Exporting data from Terminus: Begin by generating the desired reports within Terminus and exporting the data as a CSV or Excel file.
  • Importing data to MS Excel: Open the exported file in MS Excel and arrange the data according to your needs. Apply filters, sorting, and formatting to ensure easy analysis and reporting.
  • Creating custom reports and dashboards: Utilize MS Excel's built-in functions and charting tools to create custom reports and dashboards that visualize Terminus data and showcase key performance indicators (KPIs).
  • Automating data updates: Schedule regular exports from Terminus and automate the import process in MS Excel to keep your reports up-to-date and accurate.
  • Collaborating and sharing insights: Share your Terminus MS Excel dashboard with relevant stakeholders through email, shared folders, or other collaboration tools available within your organization.
  • Considering a more efficient solution: Rather than manually connecting Terminus to MS Excel, consider using an advanced marketing analytics platform like Improvado to automate the entire process, from data extraction and transformation to data visualization.

Connecting Terminus to MS Excel with Improvado

Improvado is the ideal solution for connecting Terminus to MS Excel, as it offers a complete data pipeline that automates the entire process. With Improvado, you can easily extract data from Terminus, transform it into a unified format, and load it into MS Excel for further analysis and visualization. This saves time, eliminates manual work, and ensures consistent data quality across your organization.

Improvado's advanced platform supports a wide range of metrics and dimensions that can be automatically extracted from Terminus and other marketing data sources. Furthermore, its robust data transformation and normalization capabilities allow you to customize and standardize your data to meet your specific requirements. By centralizing your marketing and sales data, Improvado enables you to gain a holistic view of your performance and make data-driven decisions that drive growth.

Summary of connection Terminus to MS Excel

In summary, connecting Terminus and MS Excel provides enterprises with valuable insights and a comprehensive view of their marketing and sales efforts. While manual data extraction and imports are possible, using an advanced marketing analytics platform like Improvado ensures a more efficient, scalable, and customizable solution. Improvado's ability to process large volumes of data, offer high-quality customer support, and centralize marketing and sales data makes it the best choice for businesses looking to maximize the value of their Terminus and MS Excel integration. To learn more about how Improvado can help your organization, 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.
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