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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can give non-sales teams real-time Salesforce data access by importing CRM data directly into spreadsheets. This eliminates the need for expensive licenses while providing familiar tools for analysis.
Here’s how to set up team-specific data access that saves licensing costs and reduces training requirements.
Create team-specific Salesforce data access using Coefficient
Coefficient bridges Salesforce and spreadsheets, letting you create customized data views for each team. Marketing gets campaign metrics, finance gets revenue data, and executives get high-level KPIs – all without CRM access.
How to make it work
Step 1. Set up team-specific data imports.
Connect Coefficient to Salesforce and create targeted imports for each team. Pull campaign performance data for marketing, opportunity and billing information for finance, and pipeline KPIs for executives. Use filters to show only relevant data for each group.
Step 2. Configure automatic refreshes.
Set up hourly, daily, or weekly refresh schedules based on each team’s needs. Marketing might need daily campaign updates, while executives prefer weekly pipeline summaries. Data updates automatically without manual intervention.
Step 3. Share using spreadsheet permissions.
Share each team’s spreadsheet using Google Sheets or Excel native permissions. Set view-only access for most users, or give edit permissions to team leads who need to add calculations or comments.
Step 4. Enable collaborative features.
Use dynamic filtering so teams can adjust views without editing import settings. Point filters to specific cells so marketing can filter by campaign and finance can filter by deal stage, all within the same spreadsheet.
Democratize your Salesforce data access
This approach saves $300-500 per user annually while giving teams the data they need in familiar tools. Start sharing Salesforce data across your organization today.
