Finally stopped manually exporting reports from our CRM

I used to spend every Monday morning exporting CSV files from Salesforce and reformatting them in Excel for our ops review. Switched to a direct integration with our analytics tool last quarter and it saves me about 3 hours a week. Has anyone else found a specific tool that made a big dent in repetitive tasks?

3 comments

3 Comments

hannah3201mo ago

Double down on that integration. I connected our CRM straight to Google Data Studio and now I pull live dashboards instead of spending an hour formatting columns every week.

martin.riley1mo ago

Why would you want live dashboards though @hannah320?

owens.anthony1mo ago

Couldn't I just keep pretending Mondays are for coffee and spreadsheets?