We automate and clean Salesforce data for any BI dashboard or report

PenPath saved our reporting team countless hours of work every week. We can now get the data we need cleaned and into our Tableau dashboards.

Rick KochDirector of Marketing, Wise Safety & Environmental
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PenPath Showcases Insights In Your Salesforce Data

As one of the largest CRM platforms, Salesforce has become indispensable to many businesses. With PenPath’s proven dashboards, you can easily understand your customer and align your company’s strategy to the data insights. PenPath offers marketers and analysts the technology needed to connect to the Salesforce API and extract clean and workable data in order to measure performance and build custom reports.

PenPath’s unique value proposition is that we automate the transformation process from raw data to meaningful insights. To offer the most granular level of data available, PenPath has partnered with leading ETL and ELT providers, giving our customers access to hundreds of data source connections with clean and workable data while requiring no technical skills.

Marketing leaders and analysts can now access essential KPIs available within Salesforce and hundreds of other platforms in a more user-friendly, automated reporting workflow. We highlight customer’s historical data, focusing on customer retention and ultimately driving sales growth. We help you get a return on your CRM investment in Salesforce.

Combine All Your Sales & Marketing Data Sources

SEE ALL DATA SOURCE CONNECTIONS

Salesforce: Examples of Data-Source Blends

  • Google Ads to make sure your key campaigns are actually paying off
  • Facebook Ads to highlight your top-performing social campaigns
  • Google Analytics to track how marketing helps your digital channels

Salesforce: Examples of Business Insights

  • Customer journey personalization through integration and visualization of data
  • More accurate forecasts for your sales team through predictive scoring
  • Understanding of every customer segment to provide a better customer experience

All your Salesforce data within leading BI Platforms: Tableau or Looker

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See All Your Data

PenPath partners with top ETL and ELT providers to connect virtually any data source to your dashboards and reports

Trust Your Data

Getting data is just the start. Making it clean and trustworthy is where PenPath excels. We transform, model and blend data to fit your needs.

Act on Your Data

PenPath is focused on your success. We work with fast-growing brands and Fortune 500 leaders to showcase insights and prioritize actions.

Leverage Hundreds of Sales & Marketing Data Sources

Data Access, Security & Governance

PenPath has strategic partnerships that gives you access to a valuable pipeline of data — automated, secure and aligned to your data governance policies. Imagine finally having all your marketing data available to you. PenPath works with its ETL and ELT partners to ensure marketing teams can succeed in their goals.

Data Pipeline Partners & Providers

PenPath’s partnership with Improvado.io has led to a game-changing solution that helps companies tell a story with their data and keep a pulse on the business. As a marketing ETL vendor, Improvado.io excels at providing automated data sets from a variety of marketing channels. However, our clients often struggled with visualizing the data and pulling insights. Our partnership with PenPath has removed that challenge. PenPath's team are experts when it comes to weaving together data sets to answer the critical questions for your business.

Anamika SethiCo-Founder, Improvado

The next step in your data-driven journey

See why PenPath is regarded as a leading marketing intelligence solutions provider

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