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Salesforce Reporting

Create customized reports and dashboards in just minutes, improving your productivity and decision making

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Free for 14 days, no credit card required, cancel at any time

Salesforce Reporting
How it works
1. Select template

Choose one of our predefined templates or create your own

2. Connect

Connect your data sources

3. Customize

Customize your data to meet your client's needs

4. Share

Schedule and share a dashboard, PDF or online html report with your team or clients

ACTIONABLE MARKETING INSIGHTS Easily Analyze Your Lead Gen Marketing ROI

ACTIONABLE MARKETING INSIGHTS

Easily Analyze Your Lead Gen Marketing ROI

Close the attribution loop on how your digital marketing campaigns feed your sales leads pipeline with Swydo’s Salesforce reporting integration. Incorporate key data points for accounts, campaigns, cases, contacts, leads and opportunities along with your other channel data into easy to interpret data visualizations in your dashboards and reports for actionable marketing insights.

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TRACK PERFORMANCE OVER TIME

Efficiently Monitor KPIs And Goals

Set targets and goals for both external and internal reporting to ensure alignment and accountability. Eliminate data silos and track all the key KPIs within your marketing ecosystem to understand performance over time in one comprehensive platform. Help your stakeholders improve data driven decision making to achieve short and long term goals.

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TRACK PERFORMANCE OVER TIME
AUTOMATED REPORTING

AUTOMATED REPORTING

Scale Your Reporting Process And Save Time

Swydo makes it easy to build and automate your reporting process so you can focus on optimizing campaigns to improve lead quality and conversions. By leveraging our dynamic templates, you can make bulk changes to reports sharing that same template. Once you’ve set up a report, you can schedule it to send automatically as frequently as needed – allowing you to maximize efficiencies so you can grow and scale your business.

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Why choose Swydo

Easy to Use
Easy to Use

Bring all your PPC, SEO, social media and Google Analytics data together quickly and easily with hundreds of time-saving templates, predefined widgets, and KPIs.

Branding
Branding

Swydo enables you to build reports which reflect your brand by incorporating your logo, text styles, colors and personalized cover pages.

Multi language reports
Multi language reports

Translate reports and communicate with your clients in their native language with 14 languages available.

Automated
Automated Reporting

Once you’ve created a report, you can schedule and send that report automatically as frequently as needed - monthly, weekly, daily - whatever your clients need.

Customized
Customize

Customize reports to suit your clients’ needs. Build report templates and widgets from scratch. Provide executive summaries to help better understand the data.

Share
Share

Share your reports via PDF or use our online HTML report option – whatever suits your clients or team best.

Connect with your favorite data sources

Easily connect and integrate data in a single report

CUSTOM INTEGRATIONS

CUSTOM INTEGRATIONS

Build your own integration

Take your reporting to a new level by creating your own custom integration with any third-party source beyond Swydo’s current integrations.

We are handing you the keys to building your own connections between your CRM system, marketing automation platform, SEO tool and more.

Contact us to receive the documentation and get the support you need to get started.

CUSTOM INTEGRATIONS
Client testimonials We serve over 2,000 large and small agencies. Discover why our clients choose Swydo

If I had to describe Swydo In 2 words they would be “Game Changer”. Before we found Swydo all our reporting was done manually which took more than 2 days per month for each of our account managers. Not only do we have more time to spend optimising accounts but the reports our clients receive have improved tenfold.

Chris Crawfort Kick Media, Australia

I am very, very happy with Swydo. I don't know what I would do without it.

Barry Abraham Brickwaymarketing, USA

I love that Swydo’s report automation takes a time-consuming and error prone process out of my staff’s hands. Our reports look professional, provide correct information, and are customized with terminology our client base understands. All with just a push of a button.

Grant Hensel Nonprofit Megaphone (USA)

Create your free marketing report in minutes

Free for 14 days, no credit card required, cancel at any time

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