Actiondesk

X

Salesforce

Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface

Import all your data: your custom objects as well as all the standard objects (leads, accounts, contacts, opportunities...).

Salesforce

Salesforce: won / lost opportunities cohort analysis

Understanding your funnel is fundamental. If you use Salesforce as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, w

Salesforce

Salesforce: sales representative custom dashboard

We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month.

Salesforce

Salesforce: custom funnel report

We'll build a simple funnel report listing for each month using the following metrics: number of new opportunities, new contacts, opportunities won and lost.

All Integrations

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