信頼できる効果的なアプリ

統合は信頼性が高く、セットアップも驚くほど簡単です。HubSpotが提供するネイティブのレポートでは得られなかったチームのパフォーマンスに関する洞察を得ることができ、すでに毎週時間を節約しています。 エクセルでの作業に慣れている方にとっては、まさに求めていたものです。HubSpotのサポートチームは、私が抱いたいくつかの疑問を解決してくれました。

データの更新が容易

Wonderful. Truly game changing for our sales reporting!

We struggled for a long time to get HubSpot reporting in a format we could work with. Eventually we gave up. Like most businesses, we use Excel spreadsheets and pivot tables every day and using this tool just feels natural - it also avoids the need to export data from HubSpot every time. Data refreshes regularly and our reports can now be integrated with our other business reports with ease. The flexibility is the key benefit - we can analyse the data any way we want, create formulas and present in a format the business is used to seeing.

Sales reporting and forecasting

Familiar interface with Excel. We found reporting from HubSpot clunky. The functionality is only limited by your Excel and pivot table skills

A little tricky to have the filed shared with others as they need to re-authorise the link to the database, but once that hurdle is overcome it's a breeze. The support from the team at Datawarehouse has been exceptional. They always respond within an hour or two.