Integrating Salesforce & Pardot With Orbit

Unlock the Full Potential of Your Salesforce and Pardot Data

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Salesforce & Pardot Reporting

Orbit Reporting and Analytics’ pre-built integration with Salesforce gives you the data that you need to improve your campaigns, hit your targets, and drive sales.

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Salesforce helps you build meaningful and long-lasting relationships with customers

Data from Salesforce and Pardot is essential for measuring your marketing and sales performance. The more insights you have, the more you can generate high-quality leads and close deals. But it can be challenging to connect the dots, as Salesforce’s data is not easy to visualize. Also, its reports can be inflexible, as they only contain data located within the Salesforce platform.

For example, you might want to analyze Salesforce data along with data from other applications – such as your marketing automation, customer support, or ERP systems. To do this, you’ll need to export data from other sources and merge it into your reports. But this process is manual, time-consuming, and can lead to data entry errors.

Third-party tools have tried to enhance Salesforce’s reporting capabilities, but they also have limitations. They often require technical expertise to use, so you might need to ask IT or your Salesforce administrator for help every time you want to run a report. Also, most of these tools won’t sync Salesforce with your other key business applications – failing to give you the complete customer, sales, and marketing insights that you need. If you can’t access the right customer and prospect data at the right time, you will miss opportunities or be unaware of potential problems.

Orbit is a complete reporting service for Salesforce that allows you to:

Run Sales and Marketing Reports With Just a Few Clicks

With Orbit, you don’t need to rely on IT whenever you want to run or change a report.

Does your marketing director want to see the results of your last campaign and compare it with the actual costs? Simply run an ad-hoc report that shows your click-through rates and conversions, as well as the invoiced and outstanding vendor costs.

Do you have a meeting with your CEO to go over this month’s sales pipeline forecast by region, as well as compare it with your current and budgeted sales staff headcount by region? You’ll have plenty of time to create the report, including geographical visualizations of this information, before your deadline.

And, since Orbit is 100 percent web-based, you can access your data at any time and from any device.

Dive Deep Into Your Data

Do you have a question about a number in your latest sales report?

No problem.

Orbit lets you to drill down to the lowest level of detail, so you can discover exactly what is happening and make informed decisions. Orbit allows you to:

  • Create interactive, visual reports that show Salesforce and Pardot data in context with data from other applications and sources. These visualizations help you clearly see your data.
  • Drag and drop data, rows, and columns to quickly build reports.
  • Enjoy a user-friendly reporting dashboard that incorporates codeless data binding for easy, fast report creation.
  • Integrate your reports with Excel and use native tools such as pivot tables, formulas, formats, and macros to gain deeper insights from your data.

Keep Your Salesforce License Costs Down and Your Data Secure

Salesforce requires a unique user license key for every individual in your company who uses it. With Orbit, you need just one login for your business to access data.

Once logged in, you can aggregate Salesforce and Pardot data –along with data from other applications and sources that you have integrated with Orbit. Then, you can do reporting and analysis within Orbit. That way, you do not need to purchase additional Salesforce license for people who just need access for reporting and analysis.

How Does It Work?

Orbit provides a connector to synchronize Salesforce data with your Orbit database. Users can take advantage of a wizard to define the synchronization frequency, as well as decide if they want to import all of their Salesforce data or just synchronize the incremental changes.