Introducing Graph Visualizer for Salesforce - A Better Way to See Your Data

Salesforce’s biggest selling point is how their platform will give you a “360 degree view of the customer” and how valuable this single source of truth can be. While we absolutely believe this to be true, what does it matter if you’re not using that data to inform your decisions?

According to Forrester, 88% of the average company’s data is going unused. We believe a major part of this problem is in the way we have all been looking at our data.

For years we have been using spreadsheets to get a detailed look at specific accounts, opportunities, etc; or dashboards, which give you a broad overview of selected metrics.

What’s been missing from our analysis for too long are relationships. Hidden in the relationships between your data lies opportunities for massive cost savings, increased revenue, and better strategic decisions.

This is why we set out to build a better way to visualize and gather insights from your data, and why we’re excited to introduce the Graph Visualizer for Salesforce.

Unlocking the Hidden Value of Relationships

The Graph Visualizer allows you to intelligently surface relationships between your data and see it in a way that makes gathering actionable insights easy and accessible.

These relationships paint a picture of how a single piece of data is connected to the larger sum.

Sure you can spend hours pulling reports, combine them, and perform some excel magic in order to get similar information, but you still won’t be able to see them.

With the Graph Visualizer it only takes a few seconds to see data from any standard or custom object, across multiple Salesforce Orgs, and input any external data sources you are using.

Here are a few ways use cases for the Graph Visualizer:

  • Discovering insights across their technology inventory (Databases, Servers, APIs, etc..)
  • Sales team alignment and insights for a more cohesive team selling approach
  • Quickly visualize service & support data and issues across related devices, products, and customers
  • And many more.

We will be releasing more information in the coming weeks regarding how the Graph Visualizer works, specific use cases, and more.

In addition to those resources you can schedule a demo of the solution at any time. Simply head to this page and fill out the form to get a demo today!

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About Shane Rostad

Shane Rostad is a marketing manager for TriFin Labs that loves to share his knowledge and learnings about tech through writing. When he's not reading you can find him exploring Florida's parks or loitering in a local coffee shop.

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