Scoop is able to grab your data from Close to enable analysis.

Typical Close.com Use Cases with Close Only

Typical use cases for Scoop with Close data only include:

• General sales reporting with better visuals and analysis
• Weekly forecasting or pipeline views that leverage snapshotting to review changes
• Snapshotting any/all attributes on any object like Opportunities
• Analyzing sales processes to understand conversion rates and cycle times

Combining Close data with other types of data opens up very powerful analysis options that can really help a marketer optimize their performance.

Close Snapshotting

One of the biggest uses of Scoop for Close is snapshotting. Scoop can snapshot any object, including Close sales objects. This allows for critical analysis of fundamental sales processes by understanding how things change in a sales process and why. Even Salesforce.com has limited abilities to analyze changes and whole industries have been built around that. Scoop gives greater capabilities for Close users than anything available to Salesforce customers (except those using Scoop).

Connecting to Close

Importing a Dataset from Close

To connect to Close as a datasource, create a new dataset linked to Close. First, on the datasets page, select applications as a source:

Next, select Close:

Select whether you are selecting an object that you want to snapshot daily, or an object which is transactional (e.g. an activities object).

Once you enter the key, you can then choose which Close object you would like to load into a Scoop dataset.

Also, select a dataset name. After you save this dialog, you can elect to have Scoop run an immediate extract (by checking the extract data now button). Scoop will automatically run this extract overnight each day after you set this up.