Based on customer requests we’ve added a new feature at AttributeApp – the ability to do a Pardot/Salesforce data export of the combined CRM/Marketing Automation marketing touch data stack we build on integration.
Go to AttributeApp Setup -> Marketing Data Report. Then build a report/filter and Save as a Report in Salesforce, or export to XLS or CSV. The final report will have married all Pardot and Salesforce marketing and sales activities at the contact/account/opportunity level:
You can also easily summarize (group) info by contact, campaign, opportunity, etc.
One of the key benefits of AttributeApp is getting your Pardot marketing automation and Salesforce sales and opportunity data in one place. From there we have pre-defined Multi-touch attribution reports and tools to easily build and run your own attribution models.
However, some customers may want to export this combined data to do offline analysis with other BI tools, or use the data for other purposes.
There is often a debate among SaaS companies as to whether to allow customers to export data and how to handle those requests. Some software vendors make it difficult to extract your data in the hopes of “reducing churn” amid worries that you’ll take your data out of the app and cancel. Our view is that the data is yours – not ours – and we should make it easy for you to extract it at any time, for any purpose. In the AttributeApp setup tab it’s easy to filter the data set you’d like and export to CSV or XLS.