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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

Description

Signara is an innovative platform designed to automate reporting and dashboard creation specifically for marketing and finance teams. Simply input your data, and Signara takes care of the entire process without needing any analyst assistance. With Signara, the reports are self-explanatory, ensuring that the numbers remain reliable with each use and eliminating any confusion. Unlike many reporting tools that still require analysts for crafting reports, interpreting data, and providing commentary, Signara simplifies everything for you. The end result is a comprehensive, ready-to-use decision-making package that outlines changes, explains their significance, and suggests next steps. This information can be accessed through an interactive dashboard or a pre-generated presentation deck and is compatible with platforms like HubSpot, Snowflake, BigQuery, and Excel, among others. Pricing options include an Analyst plan for $29 per month and a Team plan for $129 per month, accommodating up to five users. There is also a free tier available that offers two reports and one interactive dashboard, all with no credit card required for access, making it easy for teams to get started. Additionally, this user-friendly approach allows companies to focus on strategic decisions rather than getting bogged down in data analysis.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

$100 per month
Free Trial
Free Version

Pricing Details

$29/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CloudAnswers

Founded

2009

Country

United States

Website

www.cloudanswers.com

Vendor Details

Company Name

AIBuiltBetter

Founded

2025

Country

United Kingdom

Website

getsignara.com

Product 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

Product 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

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