Imagine your Salesforce environment is a top-tier restaurant. The data your users need is the delicious meal they’re hungry for, and Apsona for Salesforce is your state-of-the-art kitchen, equipped with all the tools you need to prepare and serve it.

 

Your customers—your users—crave data, reports, and analytics. They want information that empowers them to make decisions, effect change, and produce results. Just like a chef is passionate about their favorite tools, we’re passionate about helping you get the right tools into the hands of your team.

 

For over a decade, we’ve helped thousands of customers and tens of thousands of users “get in the kitchen” to clean, combine, and analyze data to produce powerful, user-friendly results. Whether you need to combine various records for an executive summary, provide a user with a simple spreadsheet view of their data, or create an “easy button” for your sales team to generate invoices, Apsona delivers.

With our new Standard Apsona License, your best chefs can create the best meals to feed your hungry users.

 

Your Essential Kitchen Tools: Apsona for Salesforce Product

The Apsona for Salesforce Product provides your team with a core set of powerful tools, all working seamlessly within Salesforce. Your data never leaves the platform, ensuring security and efficiency. Think of these as the fundamental tools in any great kitchen:

 

• Data Import (Ingredient Prep): Bring raw data directly into Salesforce, cleaning and organizing it as you go. No need for external tools.
• Data Exploration (Recipe Testing): Quickly review your data to find and fix issues. Easily sort, filter, and analyze information.
• Data Transformation (Cooking): Update and standardize multiple records at once to ensure your data is consistent and reliable.
• Reporting (Plating): Create custom, dynamic reports to share insights with your team.

 

Just like a food processor that stays in your kitchen, Apsona works entirely within Salesforce. Once a user is assigned a license, they can access Apsona through a tab in their Salesforce environment, making it a seamless part of their daily workflow.

 

Serving a Multi-Course Meal: Advanced Analytics & Documents

For many of our customers, the real power of Apsona comes from combining powerful reporting with the ability to produce customer-facing documents. Think of it as a tool that’s both a document generator and an analytics engine.

 

Multi-Step Reporting: This feature allows you to join multiple objects together, even those that are unrelated. Want to combine campaign members with products or opportunity contact roles with campaign members? No problem.

 

Document and Email Merge: Once your data is prepped and ready, you can produce a wide range of document outputs to meet your customers’ needs:

• Excel File? Check.
• MS Word Doc? Check.
• PDF? Check.
• Salesforce Email Template? Check.

 

These two tools are our most commonly used and requested across the entire product suite.

 

Cleaning Your Kitchen: Data Deduplication & Grids

What if your ingredients aren’t clean? We have tools for that, too. You can either host this information internally and clean the data yourself or provide a user-friendly, customizable grid for others to do it.

 

Apsona Dedupe & Match: This is one of our most popular products, allowing you to easily find, match, and merge duplicate Salesforce records without your data ever leaving the platform.

 

Apsona Grids: Our newest product provides a spreadsheet-like view of any Salesforce record directly within your instance. No more worrying about Excel files living on users’ desktops. If the data exists in Salesforce and they need it in a spreadsheet view, you can create it with a Grid.

 

Delivery and Take-Out: Serving Your Users Where They Live

The best part is delivering decision-ready information to your users right where they live in Salesforce. The combination of our tools means you can essentially serve your users with a table, grid, or a button to produce a data output in whatever format they want, wherever they are in Salesforce.

 

Push-Button Outputs: Need a new invoice for the sales team? Within minutes, a Standard user can create a push-button solution that allows reps to generate email invoices directly to their customers.

 

Shareable Reports: Create a view-only report link spanning multiple objects and share it directly with decision-makers, allowing them to review, filter, and export the report without ever leaving Salesforce.

 

Consolidated Dashboards: Apsona’s multi-step reporting allows you to report on any number of objects without the overhead of a full BI tool. You can condense multiple analytics into a single Apsona dashboard and provide a snapshot or view-only link to your users.

 

Automated Deliveries: Salesforce’s native report subscriptions are limited, but with Apsona, you can schedule reports to show up in your team’s inbox every day. With just 10 Standard Users, scheduled automations are unlocked, making analytics available whenever and wherever your team needs them.

 

We’ve taken hundreds of success stories and thousands of customers over the last 13 years and put the power of our tools at your fingertips. With our new licensing model, implementation templates, and monthly workshops, we’re ready to help you deliver decision-making information to your team and help them savor their Salesforce data in ways they’ve never considered.

 

Ready to start cooking?

Contact us for more information or sign up for one of our newest demo webinars.