Salesforce Reporting Expert
Get Help with Salesforce Reports
Hey there, my name is Charles Naccio, and I'm a certified Salesforce Consultant. I help businesses just like yours build Salesforce reports and dashboards to:
Answer business questions
Visualize your sales pipeline
Quantify sales activity
Discover top selling products
Find your highest value prospects
Measure ROI of marketing campaigns
Establish report sharing and permissions
Email scheduled reports & dashboards
Salesforce Reports & Dashboards Pricing Options
- 10 custom built Salesforce reports
- 10 custom built Salesforce dashboards
Great option to kick-start your business analytics
- 20 custom built Salesforce reports
- 20 custom built Salesforce dashboards
- 2 additional bonus reports and dashboards
- Discovery meeting to understand your overall business objectives for reporting and analytics
For growing companies needing to measure performance
- 50 custom built Salesforce reports
- 50 custom built Salesforce dashboards
- 5 additional bonus reports and dashboards
- Discovery meeting to understand your overall business objectives for reporting and analytics
- 4 hours of Salesforce customization services needed to facilitate advanced reporting
For large companies with robust reporting needs
How It Works
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1
Purchase Report & Dashboard Pack
To get started, you'll purchase one of the reporting and dashboard packs above.
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2
Request a Report and/or Dashboard
Next you'll submit a request to me for whatever report and/or dashboard you'd like me to build. Clients typically email, or call in their request.
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3
Review & Approve Your Completed Report and/or Dashboard
Once I'm done building the report and/or dashboard I'll send it over for your approval. Once approved I'll publish it out to those users who need access. If it's a scheduled report and/or dashboard I'll configure as requested.
About Charles Naccio
I'm a 5x certified Salesforce consultant, based in Dallas Texas, who understands both business and technology. My unique ability is in helping clients leverage the Salesforce platform to streamline and scale their businesses. If you're looking for help with Salesforce, I'd love to work with you. I have numerous client references, from various industries, available upon request. Fill out the form above or give me a call. I look forward to talking with you!
Look What My Clients Are Saying...
Charles Naccio and his team did a phenomenal job of helping us build Salesforce reports and dashboards to gain insight and clarity into our sales and marketing. No more flying blind!
Tonia Kersey Nebo Tools
We just really appreciate everything Charles has been able to do for us. They've taken our company from the Excel age to the cloud age with Salesforce!
Darcy Harrell Total Marketing
Check Out Some Of My Other Services
Salesforce Implementation
I can help you setup and configure Salesforce just the way your company needs it.
Salesforce Customizations
I can help customize Salesforce so that it works the way you and your team need it to work.
Salesforce Support
I can help support your team on an ongoing basis. Think of me as your very own Salesforce admin.
Salesforce Training
I can help train you and your team on using Salesforce so you get the most out of your investment.
Salesforce Integrations
I can help you integrate Salesforce with all the other tools you need and love. They work better together!
Salesforce Development
I can help you build custom apps and advanced customizations on Salesforce to meet unique needs.