Salesforce
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Papercrane
Salesforce has the data. Your report type doesn't.
Every Salesforce report starts from a report type, and the hardest requests never fit one. Papercrane's AI agent writes the SOQL, joins Salesforce with LinkedIn Ads, Stripe, or your warehouse, and publishes a live dashboard people without Salesforce logins can open.
Connect in about a minute. Free to connect and ask. Paid plans start when you publish a dashboard. See pricing
You are the reporting team
Ten requests a day
Fifteen to thirty minutes each, and most are report tweaks. The person who asked six weeks ago still brings it up in standup.
The wall has a name
Four objects per report type. Five blocks, one chart, no cross filters on a joined report. The question fits the data; it doesn't fit the builder.
The Excel ending
The screen stops at 2,000 rows, so the real version gets exported, pivoted, and emailed. It's stale before the meeting it was built for.
One request, traced both ways
“Can I get win rate by lead source, split by rep, last four quarters, but only for opps where we actually ran a demo?”
The report builder path
Win rate by lead source, by rep
“only opps with a demo”
Joined report
Filter one block by another
Export both, VLOOKUP, pivot
The agent's path
SELECT Owner.Name, LeadSource, IsWon, IsClosed, CloseDateFROM OpportunityWHERE CloseDate = LAST_N_QUARTERS:4
SELECT WhatIdFROM TaskWHERE Subject LIKE '%demo%'
The agent joins the two in code, computes win rate by source, rep, and quarter, and publishes the tile on a hosted dashboard. If your demos are Events logged against the Account, or a Demo_Completed__c checkbox, say so: the agent reads your schema and rewrites the query.
Win rate by lead source
Web
34%
Referral
51%
Partner
46%
Outbound
22%
That's real SOQL against your real objects, standard or custom. A report built from a SOQL query has been an open IdeaExchange request for years; you don't have to wait for it.
The requests that skip the queue
Which accounts have open pipeline but no activity in the last 30 days?
Pipeline created versus closed won, by rep, in the same quarter?
Where do deals stall, and for how long, by segment and stage?
Win rate by lead source across the last four quarters?
Put LinkedIn Ads spend next to the pipeline from LinkedIn sourced leads.
Did last quarter's closed won actually get invoiced and paid?
Every answer comes back as a chart on a live dashboard, and every query the agent ran is there to read.
The people who need this dashboard don't have seats
Your pipeline review audience includes founders, finance, and a board, and a Salesforce seat runs $175 a month on Enterprise. Papercrane dashboards are hosted: share a link, embed one, or put it on a custom domain, and nobody needs a Salesforce login to look.
Already built the report? The agent can mirror an existing Salesforce report onto a hosted dashboard, so the work you did stays done.
Built by Papercrane's agent from one conversation. Stays live, refreshes on schedule.
1. Connect with read access you approve
2. Ask the request the way it was asked to you
3. The agent plans, writes the SOQL, and builds a hosted dashboard
4. It stays live, and errors route back to the agent
Read access only. No package to install, nothing added to your org.
Four ways that request gets answered
| The job | Report builder | Export + Excel | CRM Analytics | Salesforce + Papercrane |
|---|---|---|---|---|
| A question that crosses objects | If a report type allows it | Anything, one VLOOKUP at a time | Yes, after dataflow setup | Ask; the agent writes the SOQL |
| Blend in ad spend or billing | No | Paste it in by hand | Connectors, more setup | Joins LinkedIn Ads, Stripe, your warehouse |
| Show it to someone without a seat | No native way | Email the file, now there are five versions | Viewers need licenses too | Send a link to a hosted dashboard |
| Keep it current | Live, inside Salesforce | Stale at export | Live, inside Salesforce | Live, hosted, refreshes on schedule |
| When it breaks | Rebuild it | Find the broken formula | Debug the dataflow | Errors route back to the agent, which fixes it |
| Cost shape | Included in seats | Your Sunday | $140 to $165 per user per month | Flat; paid starts when you publish |
When you don't need us
If your audience lives inside Salesforce and the question fits one report type, native reports and dashboards are the most mature in any CRM and they're already in the seats you pay for; use them. If a BI team runs your warehouse on Tableau, keep it: governed visual exploration at that depth is Tableau's game, not ours. Papercrane earns its place when the request crosses objects or systems, or when the people asking don't have Salesforce logins.
Questions admins ask us
The next question usually needs a second system: LinkedIn Ads for what pipeline costs, Stripe for whether closed won became cash, Snowflake for the rest of what your company knows.
Connect your org, paste in the request at the top of your queue, and get it back as a live dashboard.
Connect in about a minute. Free to connect and ask. Paid plans start when you publish a dashboard. See pricing
Papercrane
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