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Streamline your workflow with unified data for better collaboration and smarter project management.
Link Salesforce and Wrike data to Improvado with just a few clicks.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. It offers a range of tools including Sales Cloud for lead and opportunity management, Service Cloud for customer support automation, and Marketing Cloud for campaign execution. With customizable dashboards and real-time analytics, Salesforce addresses the significant challenge where teams spend 20-40% of their time on reporting and data consolidation.
Integrating Salesforce with Improvado enhances data aggregation by connecting multiple marketing and sales data sources into a single platform. This integration reduces reporting time by 75%, allowing teams to focus more on strategic decisions rather than manual data preparation. Improvado’s automated data pipelines ensure up-to-date metrics and detailed insights, improving accuracy and operational efficiency within Salesforce’s ecosystem.
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Wrike is a cloud-based project management and collaboration platform designed to help teams plan, organize, and track work efficiently. It offers customizable workflows and real-time updates, enhancing transparency and accelerating decision-making across departments.
By integrating with Improvado, Wrike handles unlimited data volumes with sub-second loading times, ensuring businesses maintain performance even with growing data demands. This combination supports scalable project oversight and data-driven insights critical for competitive advantage.
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The Salesforce + Wrike dashboard offers a unified view of sales pipelines and project progress, helping teams track tasks and client interactions in one place. It cuts audit prep time by 60%, thanks to real-time data synchronization and automatic report generation, ensuring accuracy and compliance. Users can customize widgets to display key metrics, enhancing decision-making and improving workflow transparency across departments.
By connecting Salesforce with Wrike, teams can synchronize customer data and project tasks, ensuring sales updates directly influence project timelines. Improvado facilitates this by streamlining data flows, allowing for real-time visibility across platforms.
Setup involves connecting both platforms via API credentials, mapping Salesforce objects to Wrike tasks, and configuring data sync intervals. Using Improvado can simplify this by automating data extraction and transformation processes.
Key data points like leads, opportunities, project tasks, and deadlines are synchronized, enabling cohesive pipeline and project tracking. Improvado ensures this data remains accurate and up-to-date by managing complex integrations smoothly.
Combining Salesforce sales data with Wrike project progress provides comprehensive insights for better decision-making. Improvado enhances this by consolidating data from multiple sources for unified reporting dashboards.
Yes, the integration supports customizing data fields and sync rules to align with unique business processes. Improvado adds
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