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 salesforce reporting

Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » salesforce reporting

Zendesk Introduces New Version of Zendesk for Salesforce


Zendesk has revealed new updates for its Salesforce-based product. Zendesk's goal is to achieve seamless integration between its own customer support application and Salesforce for enhanced customer experience. Key features ensure that support and sales teams gain access to each other's data. Consequently, support teams can see a full Salesforce customer profile alongside a ticket

salesforce reporting  Zendesk data displayed in Salesforce reports. As the press release states, We’ve built a pre-built reporting dashboard in Salesforce with built-in reports that slice and dice Zendesk ticket data through several Salesforce lenses. Read More

FinancialForce Accounting


FinancialForce Accounting™ is a simple, yet powerful, accounting application that is straightforward to learn, easy to implement, and trouble-free to maintain. It complements Salesforce customer relationship management (CRM), helping to bring back office data to the front, eliminating data silos, and allowing companies to align sales, service, and finance on a single cloud platform. FinancialForce Accounting enables more efficient accounting processes, shorter period closes, and sharper financial reporting.

salesforce reporting  to maintain. It complements Salesforce customer relationship management (CRM), helping to bring back office data to the front, eliminating data silos, and allowing companies to align sales, service, and finance on a single cloud platform. FinancialForce Accounting enables more efficient accounting processes, shorter period closes, and sharper financial reporting. Read More

FinancialForce.com Expands into a Much Broader Cloud Suite


Founded in 2009 as a joint venture between UNIT4 and salesforce.com and built on the Salesforce Platform, FinancialForce.com’s accounting, billing, professional services automation (PSA), and revenue recognition apps have been eliminating barriers and inefficiencies between the front- and back-office to help companies grow their top and bottom line.  During the Dreamforce 2013 conference, the

salesforce reporting  native application on the Salesforce Platform providing users with a consistent experience across the enterprise, including single sign-on, a single reporting database, the same workflow, dashboarding and reporting tools, mobile device support, and integration with Salesforce Chatter , salesforce.com’s leading enterprise social network (ESN). When combined with the billing, accounting, revenue recognition, and PSA applications, organizations should be armed with all the information they need to serve Read More

Rootstock ERP for SMB Certification Report


Rootstock by Rootstock Software is now TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) solutions in the ERP Evaluation Center. The Rootstock solution is natively built on the Salesforce platform, and thus takes advantage of everything the platform has to offer—from global search, to industry leading security, to reporting and dashboards, to mobile support for any mobile platform. Download the Rootstock certification report now for product analysis and in-depth analyst commentary.

salesforce reporting  natively built on the Salesforce platform, and thus takes advantage of everything the platform has to offer—from global search, to industry leading security, to reporting and dashboards, to mobile support for any mobile platform. Download the Rootstock certification report now for product analysis and in-depth analyst commentary. Read More

Assessing FinancialForce.com’s Early Years


FinancialForce.com, the offspring of an established best-of-breed provider of accounting and project-based applications and a cloud computing pioneer, aims to help companies align finance, sales, and service for profitable growth through its accounting, billing, and professional services automation (PSA) applications. Tom Brennan, FinancialForce.com’s vice president of product marketing, discusses the company’s successes.

salesforce reporting  our knowledge, the first Salesforce Chatter–enabled back-office app and probably the first socially enabled accounting app. Social functionality is part of the app, not a tool thrown on top. Collaboration between sales and finance is critical to help both teams stay informed and communicate in real time. TEC: What is distinctive about FinancialForce Reporting , ReportExchange , and ClickLink versus what your competition offers? TB: With our recent launch of FinancialForce Spring ’12 this past month, Read More

Connected Intelligence: An Aspiring Approach to Planning and Reporting


Most companies are not operating at a high-quality financial management. Budgeting is slow, re-forecasting is infrequent, monthly reports lack key information, and what-if analyses are incomplete or impossible. With Adaptive Planning, companies can elevate their financial management by creating better connections—within financial plans and reports, between organizations and teams, and among professionals across the globe.

salesforce reporting  Intelligence: An Aspiring Approach to Planning and Reporting Most companies are not operating at a high-quality financial management. Budgeting is slow, re-forecasting is infrequent, monthly reports lack key information, and what-if analyses are incomplete or impossible. With Adaptive Planning, companies can elevate their financial management by creating better connections—within financial plans and reports, between organizations and teams, and among professionals across the globe. Read More

GreenSky: A Solution for Aviation Emissions Reporting and Compliance to EU-ETS


‘GreenSky’ is an end-to-end Carbon Emissions Reporting and Compliance solution for Aviation that covers all aspects of the European Union’s mandate on the Emissions Trading System (EU ETS). With an integrated approach of automated monitoring, reporting, and pre-verification, the solution is a comprehensive framework that offers a rapid deployment methodology for airlines to achieve the most effective means of compliance.

salesforce reporting  A Solution for Aviation Emissions Reporting and Compliance to EU-ETS ‘GreenSky’ is an end-to-end Carbon Emissions Reporting and Compliance solution for Aviation that covers all aspects of the European Union’s mandate on the Emissions Trading System (EU ETS). With an integrated approach of automated monitoring, reporting, and pre-verification, the solution is a comprehensive framework that offers a rapid deployment methodology for airlines to achieve the most effective means of compliance. Read More

Salesforce.com Releases Another Wave of BI Capabilities


Salesforce.com recently released an update to the Salesforce Wave (a.k.a., Salesforce Analytics Cloud) business intelligence (BI)/analytics cloud software platform. The release is centered on mobile capabilities and includes several tools meant to allow mobile users to quickly pull up and visualize data. The cloud CRM software leader claims that over half of the Salesforce Analytics Cloud queries come from mobile devices.

salesforce reporting  an update to the Salesforce Wave (a.k.a., Salesforce Analytics Cloud) business intelligence (BI)/analytics cloud software platform, which was launched at Dreamforce 2014 with much fanfare. The release is centered on mobile capabilities and includes several tools meant to allow mobile users to quickly pull up and visualize data. The cloud customer relationship management (CRM) software leader claims that over half of the Salesforce Analytics Cloud queries come from mobile devices.   One of the new tools Read More

The Case for Spreadsheet Automation: A High ROI Alternative to Traditional Budgeting, Forecasting, and Management Reporting


How can a budget administrator, burdened with the task of gathering data from hundreds of spreadsheets from all over the organization, manage this monumental undertaking? Additionally, how to avoid using a costly packaged budget application that doesn’t take the organization’s business rules into consideration? The solution: a spreadsheet automation tool that easily adapts to the organization’s unique corporate processes.

salesforce reporting  Case for Spreadsheet Automation: A High ROI Alternative to Traditional Budgeting, Forecasting, and Management Reporting How can a budget administrator, burdened with the task of gathering data from hundreds of spreadsheets from all over the organization, manage this monumental undertaking? Additionally, how to avoid using a costly packaged budget application that doesn’t take the organization’s business rules into consideration? The solution: a spreadsheet automation tool that easily adapts to the Read More

Using Business Intelligence Infrastructure to Ensure Compliancy with the Sarbanes-Oxley Act


The 2002 Sarbanes-Oxley Act (SOX) has affected organizations, their data, and their reporting processes, putting a strain on how their financials are managed. Business intelligence solutions provide answers to these issues, allowing organizations to address SOX compliancy.

salesforce reporting  Business Intelligence Infrastructure to Ensure Compliancy with the Sarbanes-Oxley Act Introduction The US Sarbanes-Oxley Act (SOX) of 2002 was established to protect investors from the potential for fraudulent accounting. After the exposure of several corporate scandals, such as the Enron and WorldCom affairs, the US government was compelled to pass legislation ensuring accurate financial reporting and auditing from organizations publicly traded in the United States. SOX affects any public Read More

Smooth Transition: Preparing for IFRS


International Financial Reporting Standards (IFRS) are the reporting standards developed by the International Accounting Standards Board (IASB). IFRS is now required or permitted in nearly 100 countries, while others plan to adopt or align with IFRS soon. In the US, Generally Accepted Accounting Principles (GAAP) will soon be aligned with IFRS. Find out how this will affect your company, and what you can do about it.

salesforce reporting  Transition: Preparing for IFRS TEC is divided in Evaluation Centers like Accounting System Evaluation Center. Accounting systems manage procedures for accurately entering, tracking, and maintaining information related to an organization''s financial operations. Source: Technology Evaluation Centers Resources Related to Smooth Transition: Preparing for IFRS : International Financial Reporting Standards (IFRS) (Wikipedia) Smooth Transition: Preparing for IFRS IFRS Transition is also known as : Read More

Challenges Facing Organizations with Local and Global Reporting Requirements


Organizations need to strike a balance between global and local reporting requirements. This is particularly challenging, as a lack of flexibility in data structures adversely impacts both business development and local reporting. Organizations must thus focus on harmonizing the global model and data structures, and assist local entities in designing for local requirements—thereby providing one data source for reporting.

salesforce reporting  Facing Organizations with Local and Global Reporting Requirements Organizations need to strike a balance between global and local reporting requirements. This is particularly challenging, as a lack of flexibility in data structures adversely impacts both business development and local reporting. Organizations must thus focus on harmonizing the global model and data structures, and assist local entities in designing for local requirements—thereby providing one data source for reporting. Read More

Extensible Business Reporting Language (XBRL) Back in the News Again


Visiting the Securities and Exchange Commission's (SEC's) web site, I came across this 143-page PDF file, which deals with XBRL. As a gung-ho proponent of automation, I'm calling attention to it here to show that the head of the SEC (Mr. Christopher Cox) and I are on the same wavelength when it comes to promoting cost saving automations. Here is some interesting stuff from the PDF, together with

salesforce reporting  Business Reporting Language (XBRL) Back in the News Again Visiting the Securities and Exchange Commission''s (SEC''s) web site, I came across this 143-page PDF file , which deals with XBRL. As a gung-ho proponent of automation, I''m calling attention to it here to show that the head of the SEC (Mr. Christopher Cox) and I are on the same wavelength when it comes to promoting cost saving automations. Here is some interesting stuff from the PDF, together with my comments. The Christopher Cox Read More

Reporting for Midsize Companies


Reporting is a valuable tool that can help you understand your company’s performance. The right reporting tool is simply the one that lets you work with information the way you want to, and gives you confidence that the information is relevant and accurate. Find out how a single reporting application can reduce the complexity of the reporting environment for IT, while delivering more benefits for your users.

salesforce reporting  for Midsize Companies Reporting is a valuable tool that can help you understand your company’s performance. The right reporting tool is simply the one that lets you work with information the way you want to, and gives you confidence that the information is relevant and accurate. Find out how a single reporting application can reduce the complexity of the reporting environment for IT, while delivering more benefits for your users. Read More

Automotive Supplier Supports Three Companies with Single Database, Improves Reporting




salesforce reporting  Supplier Supports Three Companies with Single Database, Improves Reporting Read More