Salesforce

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Popdock Manipulates Your Data With Ease

Salesforce is a leading enterprise customer relationship manager (CRM) application. Their cloud-based applications are for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

Popdock provides an intuitive application to reduce the need for Excel exports or manual manipulation of data. Popdock provides the user-level data needed to effectively analyze and understand your business relationship performance.


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Share Lists with Specific Users or Teams

Popdock has several layers of security available. As an admin on the account, you can assign lists to a team or specific user and give them access only to the specific data you define.

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Expanded
Search Criteria

Popdock gives you nearly limitless ways to find, view and use data – such as ‘is any of’ or ‘is not one of’ – making it easier to access what you need.

Flexible
Sorting Options

Popdock saves time and manual data manipulation. Skip exporting to Excel. Sort by customer, email, address, any field or any combination of data, directly within Popdock, to find a record and see your data clearly.

Access
Detailed Information

Easily customize and turn your reports into the actual data you need to see. With Popdock Insights, you can transform your data into easy to read graphs that can be used for a presentation or viewed on a mobile.

Available Lists

  • Accounts
  • Assets
  • Campaigns
  • Cases
  • Contacts
  • Contracts, Contract lines
  • Events
  • Ideas, Idea comments
  • Leads
  • Notes
  • Opportunities, Opportunity lines
  • Orders, Order items
  • Price lists
  • Products
  • Solutions
  • Tasks
  • Users
  • Take any of these out of the box lists and build your own favorite reports to suit exactly how you work.




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