The best way to get your Salesforce data into Microsoft Excel
Automate data collection with Funnel. Spend less time manually collecting and transforming data, so you can focus on getting insights.
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Get Salesforce data to Funnel and share the data into Microsoft Excel in 4 simple steps
- Step 1 Log in to your Funnel account 1 min
- Step 2 Connect to Salesforce 3 min
- Step 3 Funnel downloads your data 3 - 10 min
- Step 4 Share your data 2 min
Marketers from around the world use Funnel to work with Salesforce
Automatically get your data into Excel
Use Funnel for data transformation
Work together with colleagues in MS Excel
Create an omni-channel overview of all you marketing efforts
Salesforce is just one of our many connectors - you can use 200+ others
Funnel uses the Salesforce API to get the data you need from Salesforce. But if you are a modern marketer, you likely have many data sources. Advertising platforms, social media and your website all generate massive amounts of data. Use Funnel to bring all that data together in one place, automatically.
Industry’s most robust and reliable out of the box integrations
Always have the most complete and accurate data for analysis or reporting
Funnel removes silos, democratizing access to data regardless of the source
ISO 27001 certified, Soc2 Type1 certified, GDPR compliant & CCPA compliant
Organize and transform your data in ways that make sense
Funnel allows you to create custom metrics and dimensions. This makes it easy to report on ROAS, ROI, CPL and other calculated metrics.
Automate unnecessary work
Automate hours of manual work to clean, group or map data. Save time and avoid errors.
No code data transformation
Use recommended out of the box rules to normalise data without writing any code.
Auto currency conversion
Funnel converts monetary metrics automatically so you can report across markets in a single currency.
Trusted by marketers world wide to make their life easier
If I could go back in time and talk to myself before we got Funnel, I'd say: Why haven't you done this yet?
Director of BA
Funnel saves us 8-10 hours per month and has allowed us to eliminate up to 60% of our marketing costs in specific areas.
Head of marketing
With Funnel, I can connect a marketing platform, export and analyze the data, and start creating reports within 30 minutes.
Data Analyst
Salesforce is a customer relationship management (CRM) platform that helps businesses manage and automate their sales, customer service, and marketing efforts. It is a cloud-based software that can be accessed anywhere.
Marketing professionals use Salesforce to manage and improve their marketing efforts. It allows them to track leads throughout the sales cycle, create and manage marketing campaigns, segment customer data, automate repetitive tasks, and gain insights into customer behavior and preferences. With its built-in marketing automation tool, analytics, and reporting capabilities, Salesforce can help marketers to increase efficiency and effectiveness of their strategies, ultimately driving better results and customer engagement.
For more information about how you can use Funnel for Salesforce, take a look at the connector page.
Microsoft Excel is a powerful spreadsheet software developed by Microsoft, widely used for data analysis, organization, and visualization. It enables users to perform complex calculations, create charts, and manage vast datasets efficiently. With Microsoft 365 integration, Excel supports real-time collaboration, allowing multiple users to simultaneously edit and update shared documents, streamlining teamwork and communication. Excel's robust features and intuitive interface make it an essential tool for businesses, students, and professionals across various industries.
Microsoft Excel is an invaluable tool for marketing and advertising professionals, helping them manage budgets, analyze data, track performance, and forecast trends. Excel's advanced functions allow for data-driven decision-making and effective targeting. It also aids in generating comprehensive reports, organizing A/B test results, segmenting customers, and scheduling campaigns. By utilizing Excel's capabilities, professionals can enhance collaboration, streamline workflows, and optimize marketing strategies for maximum impact.
For more information about how you can use Funnel for Microsoft Excel, take a look at the destination page.
Most popular metrics & dimensions
- Number of leads
- Employees
- Annual revenue
- Pardot score
- Created date
- Status
- Lead ID
- Lead Source
