Sign Up For Our Second Low-Key Data Conference15 speakers. 4 hours. Virtual event. No frills. Join us on 7/12/23 from 1-5pm EST - Click here to sign up!.
With Portable, you can sync Follow Up Boss data into your data warehouse in minutes. Analyze all of your CRM platform data from within without having to manage cumbersome ETL scripts.
It’s easy to connect Follow Up Boss to your data warehouse with Portable.
Business intelligence teams love creating value from data. And the easiest way to get started is by using a no-code tool like CData for the most common data sources:
By using a SaaS ETL solution like CData or Portable, you can focus your efforts on building dashboards, writing SQL, and generating business value instead of deploying and maintaining infrastructure.
CData is a great place to get started, but as you build out your data team, you will start to receive more nuanced requests for analytics.
As more requests for insights make their way into your backlog, you won’t be able to repurpose data from your existing data sources (like your product database and CRM system) into new dashboards, so you will need to integrate Follow Up Boss and other bespoke applications into your data warehouse.
The question is: How?
Follow Up Boss isn’t the most niche platform out there, but it’s not as common as Salesforce, SAP, or Oracle. (Trust us, there are some pretty niche connectors out there. We’ve integrated with them!)
As you search for a reliable way to sync data from Follow Up Boss to Snowflake, BigQuery, Redshift, or PostgreSQL, it’s important to understand your options.
Historically, your options for a Follow Up Boss data pipeline were limited:
Without writing a line of code –or entering a credit card– you can start syncing data from Follow Up Boss to your data warehouse, today. Here are four common Follow Up Boss integrations you can try out.
Once you sync data with Portable, it’s easy to get the information you need. Our team is always excited to add new connectors, new endpoints, and new fields —development is fast and entirely free.
At Portable, we handle the development and maintenance of your Follow Up Boss pipeline, so you can focus on creating business value with analytics, automation, and external data products.
Here are a few ideas for sales analytics dashboards to help get you started creating value from your Follow Up Boss integration.
During the process of converting raw data into insights, you should check out tools like DBT, Coalesce, and Narrator for transformation, and tools like Mode, Looker, Tableau, Retool, and Power BI to generate dashboards and insights for users.
In addition to providing a reliable, no-code, simple integration from Follow Up Boss to your data warehouse, Portable includes all of the functionality you would expect from a best-in-class data integration tool:
And in addition to Follow Up Boss, Portable offers over 300 other data sources. Some of the applications are widely used tools like Mailchimp, Zendesk, Twilio, Jira, or Asana, while other tools are much more industry-specific and nuanced.
Pricing is simple, predictable, and based on connectors instead of data volume.
It’s free to sign up and start moving Follow Up Boss data. No credit card is required.