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Salesforce Reporting

Create customized reports and dashboards in just minutes

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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

AUTOMATED SALESFORCE REPORTING Scale Your Reporting Process And Save Time

AUTOMATED SALESFORCE REPORTING

Scale Your Reporting Process And Save Time

Understand how your digital marketing campaigns feed your sales leads pipeline with Swydo’s Salesforce reporting integration. Incorporate Salesforce data with your other marketing channel data to optimize campaigns and improve conversions. Leverage report templates and scheduled reports to send automatically – allowing you to save time and maximize efficiencies so you can grow and scale your business.

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GOAL SETTING

Efficiently Monitor KPIs And Goals

Use Swydo’s Salesforce integration to track key data points for accounts, campaigns, contacts, leads and opportunities. Monitor KPIs, set targets and goals for both external and internal reporting to understand performance over time, ensure alignment and accountability. Help your stakeholders improve data driven decision making with comprehensive, easy to interpret dashboards and reports.

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GOAL SETTING
BRANDED REPORTS

BRANDED REPORTS

Increase Brand Visibility And Trust With White Label Reports

Leverage Swydo’s customization capabilities to control the data presented and maintain consistent branding throughout your reporting communications with your logo, color and fonts. Publish and share your dashboards and reports on your own domain, driving brand recognition, trust and deliverability. And your custom domain comes with an SSL certificate to secure and encrypt your data.

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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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