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What is Report Sender?

Easily organize and send your Salesforce reports without any hassle. You can conveniently deliver reports in a straightforward Excel format to any email address, including those belonging to non-Salesforce users, which means you can skip the cumbersome tasks of email forwarding or manually copying and pasting information. There are no restrictions on the objects or fields that you can employ, and all Salesforce sharing rules and user field-level security will be respected. The Report Sender feature has become a highly desired tool among Salesforce users, providing a simple way to schedule reports effortlessly. With dedicated customer support and a stellar five-star rating on Salesforce AppExchange, this feature is fully compatible with Lightning as well. However, Salesforce reporting comes with its own set of challenges, including time-consuming and repetitive manual processes. Those lacking development skills may find it difficult to join Salesforce data effectively. Moreover, numerous individuals within and outside your organization may need access to Salesforce reports, but generating and sending reports is limited to users with Salesforce accounts. Users can send a maximum of 200 reports each month, and reports may still get sent even if no data records are present, which can lead to misunderstandings. To mitigate these challenges, consider exploring solutions that simplify the reporting process and improve accessibility for all users involved, ultimately fostering better collaboration and communication.

What is Dakota Fuse?

Sales professionals must access the latest details regarding their prospects within Salesforce. Unfortunately, the information in Salesforce can frequently become outdated and unreliable, requiring sales teams to invest time in refreshing their contact lists. Fuse for Salesforce effectively addresses this issue by linking your Salesforce.com account with Dakota Marketplace data, which is recognized as the key database for institutional investors. Maintaining accurate records for 16,000 contacts can prove challenging. However, the dedicated data team at Dakota Marketplace ensures that contact information is refreshed on a daily basis. With Fuse for Salesforce, these timely updates are seamlessly integrated into your Salesforce instance. Equip your sales team with the essential tool they need: consistently updated contact details for their prospects in Salesforce, enabling them to engage more effectively and efficiently.

Media

Media

Integrations Supported

Salesforce
Dakota Marketplace

Integrations Supported

Salesforce
Dakota Marketplace

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

$7,500
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CloudAnswers

Date Founded

2009

Company Location

United States

Company Website

www.cloudanswers.com

Company Facts

Organization Name

Dakota

Date Founded

2006

Company Location

United States

Company Website

www.dakota.com/fuse

Categories and Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Data Cleansing

Address/ZIP Code Cleaning
Charting
Data Consolidation / ETL
Data Mapping
Multi Data Format Support
Phone/Email Validation
Raw Data Ingestion
Sample Testing
Validation / Matching / Reconciliation

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