Audience
Businesses looking for a free application that selects any of their Salesforce reports to be sent as a CSV file to an internal and external email address on a regular schedule
About Report Sender
Easily schedule and send your Salesforce reports. Send salesforce reports to any email address including non-salesforce users, in user friendly Excel format. No more email forwarding and copying/pasting reports necessary. There are no restrictions on objects or fields, and all salesforce sharing rules and field level security for your user will be obeyed. Report Sender is one of the most requested ideas by Salesforce customers. Schedule reports the easy way. Dedicated customer support. 5-star rating in Salesforce AppExchange. Lightning ready. Limitations & Problems with Salesforce reporting: The repetitive, time-consuming, manual processes. Joining Salesforce data is difficult if you’re not a developer. Many non-Salesforce users in or out your organization may want to access Salesforce reports, but reports can only be created and sent to Salesforce users. You can only send 200 reports a month. Reports are still sent when there is no data (zero records).
Other Popular Alternatives & Related Software
Proof MRM
Proof MRM on Salesforce™ provides an intuitive hierarchical structure with a parent/child relationship when it comes to marketing plans, journeys and associated marketing activities, supporting up to five levels within this hierarchy. Proof MRM on Salesforce™ offers intuitive and real-time collaboration from right within the Salesforce platform interface through integration with Quip. Being built natively on the Salesforce lightning platform allows the usage of standard Salesforce functionality like tasks to manage your workflow. Leverage Salesforce reporting and Kanban view to reporting on any data field, including custom fields, and visualize campaign progress via the standard Salesforce Kanban view.
Learn more
PREDICTIVE RESPONSE
Predictive has been helping organizations send mass emails from Salesforce since 2006. We are an official Salesforce partner with a 5 star AppExchange rating. Create beautiful and responsive emails with our drag and drop editor in Salesforce. Predictive Marketing is native in Salesforce and provides in-depth segmentation by using any field on your contact/lead record. This allows you to send meaningful and personalized emails to your audience. Collect all your audiences data in one place to get a holistic view. Email campaign and event information automatically flows back on the contacts’ record so that you can see their activities and engagement with your organization. Predictive Marketing uses Amazon SES to send emails from Salesforce. Amazon SES maintains best in industry deliverability rates by actively filtering spam and malicious content. On top of that we provide litmus and A/B testing to ensure your email reaches your audience’s inbox.
Learn more
eCourier
eCourier is a report scheduler and delivery app for Salesforce report distribution as email attachments (excel or csv) to any user, contact or even external emails using adhoc or scheduled jobs. 100% native salesforce application with features. All the standard reports and all the custom visual force pages present in your organization are fetched in real-time and a user can choose any of these reports to be sent at their preferred schedule. User can choose a frequency at which the reports will be sent out. This can be as frequent as hourly to monthly. User can also choose to send the reports right away, in which case a schedule will not be created. User can also disable and edit the schedules. Recipients can be any user, contact, or an external email address. Lookup filters are provided so that the user can choose any contact and user available in their organization. For external addresses, names and email addresses are to be typed in.
Learn more
Crosstalent
No long-term commitment. Pay only for the required number of users. Add users as and when you want. Adjust or cancel your contract on each anniversary date. From the Salesforce App (available in the Apple AppStore or Google Play), all your apps and content are available on mobile and tablets immediately. Crosstalent is available on AppExchange, the business app store from Salesforce. Add LinkedIn, DocuSign and many other add-ons to your HR application. Crosstalent solutions are based on the technology and hosting of the global Salesforce CRM worldwide leader. Consulting administrative information. Request to update the file (employee, manager). Consultation of the job exchange. Submission of applications. Printing/edition of offers and applications. Competency repository consultation and gateways to other trades. Individualized social report. Entering expense reports. Request for leave of absence. Consultation/editing of personal interview report.
Learn more
Pricing
Starting Price:
$100 per month
Free Trial:
Free Trial available.
Integrations
Company Information
CloudAnswers
Founded: 2009
United States
www.cloudanswers.com
Videos and Screen Captures
Other Useful Business Software
PRTG Catches Network Issues Before They Cause Downtime
Reactive troubleshooting usually means hearing about a problem from frustrated users, not your monitoring tool. PRTG sets threshold-based alerts across devices, servers and applications, notifying your team by email, SMS or push the moment a metric crosses a set limit. That means catching a failing disk or overloaded server before it becomes an outage and getting time back from firefighting. Start a free trial and set your first alerts today.
Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Online
Report Sender Frequently Asked Questions
Report Sender Product Features
Reporting
Drag & Drop
Supported
Financial Reports
Supported
Marketing Reports
Supported
Report Export
Supported
Sales Reports
Supported
Scheduled / Automated Reports
Supported
Customizable Dashboard
Not Supported
Data Source Connectors
Not Supported
Drill Down
Not Supported
Email Reports
Not Supported
Forecasting
Not Supported
OLAP
Not Supported
