Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

PivotLink On-demand Sales Analysis and Reporting

Business Need
Analytics

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.2
Lifetime average
Showing 5 of 5 Reviews
Sort by
Lee Moreau

Doesn't even work

Piece of garbage, their website doesn't work and if you click Get it Now and click install it just goes to their homepage. Avoid this!

Rob Gottshack

Improve Speed and Accuracy of Sales Analysis with On-demand Business Analytics

When it came time to move from Salesforce.com’s transactional reporting capabilities to a more robust analytic environment, we evaluated several leading business intelligence and analytics software providers. PivotLink was the obvious choice based on functional capabilities, ease of deployment, security (SAS70 type II certified) and value. PivotLink's analytic applications help us better understand marketing activities, lead flows, pipeline velocity and sales region/team performance. Within days, my sales operations team was able to deliver accurate, “just-in-time” insight for our leadership team. Furthermore, PivotLink has provided outstanding customer service to make sure that we are getting the highest return on our investment. Overall, PivotLink helps us ask and answer better questions about our business. It is easy-to-use, deploys quickly (without burdening IT) and their team is fantastic – sales and support are responsive, efficient and very effective. I highly recommend PivotLink for sales and marketing analytics. We are also excited about their ability to tie into other data sources. PivotLink is a great tool for any sales organization that wants to analyze performance and trends and deliver the benefits of fact based decision-making to a much broader audience

Ken Daniels

On - Demand BA Makes Sales Analytics Easy

When LucidEra went out of business, we realized that we needed a replacement reporting solution from a more stable vendor. We looked at many tools, but decided on PivotLink. PivotLink’s solution is quick to implement. Their dashboards are easy to use, provide great visibility into our sales data, and are useful to our Senior Executives. PivotLink allows us to feel confident answering questions about sales and reporting our sales metrics, which subsequently improves the effectiveness of our sales team and our business.

Charles Sides

Ability to Report on Custom Objects was Critical

We needed a solution to supplement SFDC reporting. Originally, we selected LucidEra but when the company went under we had to look at other options. We compared several available options and in the end, we went with PivotLink because it can pull data from multiple sources, giving us deeper clarity into our business and it is easy to use. The ability to aggregate disparate types of data and transform it into something the end-user can easily consume was important for us. PivotLink allows us to report on custom objects, reduces a lot of the manual work we were doing with regards to report generation, and overall improves our speed to insight. The report interface is very straight-forward and it’s easy to customize reports and dashboards. My executive team loves the way data is presented and it allows us to eliminate the manual process of rolling stuff up into Excel. Having worked with multiple BI tools, I’ve spent time waiting for results, but so far this is much faster. As what we build becomes more and more complex, this will become a critical success factor. Our IT group was involved in our decision making process and PivotLink was the only SaaS BI vendor to with SAS 70 Type II certification. The IT group is enthusiastic about eliminating the report backlog and putting analytic capabilities into the hands of business users across the organization. They are even evaluating the possibility of expanding it to be used by other departments. Furthermore, PivotLink has provided outstanding customer service to make sure that we are getting the highest return on our investment. They have provided the technical resources to help make sure our data is set up correctly. I would highly recommend this product to any sales organization that wants to gain more control of their sales reporting processes and extend the benefits of fact based decision making to a much broader audience.

Tom Svec

A Robust and Agile On-Demand BA Tool for Reliable Insight

Our incentive for an on-demand analytics tool was to take sales and marketing to the next level of efficiency, increase business productivity, and provide the rest of the company with reliable insight. We loved the simplicity of Pivotlink’s business-oriented tools. PivotLink offers an impressive time to value and solves specific and immediate business needs without taxing valuable IT resources. Getting visibility into our business in ways that weren’t possible before with on-premise BI or Excel spreadsheets is imperative in this business climate. PivotLink is robust, agile, and we can use this tool more broadly. It allows us to easily merge disparate sources of data to move across our entire company. At the end of the day, the Holy Grail is to have one unified version of the truth, and PivotLink can help us get there.