Miro has had a secret weapon over the past 3 years. 🤐 Alexander Bugajski, Head of GTM Strategy, and his team use Coefficient to power automated reporting and ad hoc analysis in Google Sheets with data from Snowflake, Salesforce, and Looker. They've built powerful lead and forecasting models and account routing systems in their familiar spreadsheet interface. Swipe to hear their story and check out the full case study in the comments. ➡️
Coefficient
Software Development
Palo Alto, CA 4,976 followers
Sync live data from your CRM, BI tool, database and more into Google Sheets and Excel. Automate spreadsheet workflows.
About us
Coefficient is a no-code solution that allows business teams to work with real-time data directly in their spreadsheets, automate spreadsheet workflows, and use AI and GPT to build pivots, charts, SQL, and more for them. Sync Google Sheets or Excel to your company systems such as Salesforce, Hubspot, Outreach, Snowflake, Tableau, Zendesk, Shopfiy, Airtable, Google Analytics, Google Search Console, Google Ads, Facebook Ads, Looker, Stripe, MySQL, PostgreSQL, Notion, Quickbooks, Chargebee and more. Live data in spreadsheets empowers GTM teams to build reports and analyses that are real-time, flexible and accurate without any knowledge of SQL or other advanced tools. A native Slack integration coupled with a powerful business rule engine enables you to keep the right people up-to-date at the right time.
- Website
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http://www.coefficient.io
External link for Coefficient
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Palo Alto, CA
- Type
- Privately Held
- Founded
- 2020
Locations
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Primary
Palo Alto, CA 94301, US
Employees at Coefficient
Updates
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What if real-time visibility into your financial health was right at your fingertips? With Excel or Google Sheets directly connected to your source systems, you can achieve seamless integration of live data from your ERP, CRM, data warehouse, and more. You can finally achieve: 💸 Real-time cash flow monitoring ⚙️ Streamlined budgeting and forecasting 🦾 Automated recurring financial reports What would you do with the extra hours saved with automated reporting? You might just finally have the time to level up your financial planning. #finance #accounting #financialexcellence #FPandA #operationalefficiency #strategicplanning #quickbooks #netsuite #xero
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One of the most anticipated spreadsheet connectors of the year is here 💌 NetSuite for Excel and Google Sheets is now live for all users and joins our list of favorite finance & accounting connectors along with Intuit QuickBooks and Xero. 💰 You can now pull data from NetSuite Records & Lists, Datasets, Saved Searches, or with a SuiteQL Query, without leaving your spreadsheet. And, keep it on a refresh schedule. Automate data collection, create powerful financial models, and drive faster decision-making with live data in your spreadsheet. #NetSuite #Finance #Accounting #Excel #GoogleSheets #ConnectedSpreadsheets
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We're celebrating some pretty rad team members this week. 😎 Triveni Mahatha, one of our highly skilled Software Engineers, is celebrating his 1 year! Most recently, he's played a big role in releasing our Connect Any API integration and enhancing our Looker connector (one of our fan favorites). Triveni is a huge lover of travel history, macro economics, and geography! A team member we'd all happily couple up with for trivia. 🌎 Gabrielle John Verallo, Support Specialist, is celebrating his 2 years! Gab consistently impresses our users, so much so that even if they're directly speaking with our CEO, they have to spend some time raving about him. Not only is Gab a huge asset for our users, he also plays a big role in optimizing our daily operations and help center. Outside of work, you can find Gab climbing, cooking, or playing with his pups! 🐕 And, a quick shoutout to myself, 🌀 Hannah Recker, the ghost behind our LinkedIn channel and Head of Growth Marketing. It's been 2 incredible years filled with exciting projects, challenges, and collaborations with a team I'm ridiculously proud to be a part of. Outside of work, I'm spending quality time with my fam, coming up with random "inventions" and discussing them for hours then later finding they exist upon search, planning my next trip, or binging a new series. Always down to hear your recent favs in the comments. 👇 Thank you Gab and Triveni for everything you contribute to our team day in and day out. 👏 #WorkAnniversary #SaaS #SeriesA #Startup
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Join the ranks of 400K+ happy users from mom-and-pop business to multi-billion dollar orgs like Klaviyo who have revolutionized their data processes with Coefficient. 🔓 Enhanced data accessibility ⚙️ Automated data processes 📈 Increased efficiency How has automation impacted your data workflows? 👀 Read the full case study to see the results for yourself: https://lnkd.in/g5cb4gQ9 #DataAnalysis #DataAutomation #Productivity #CustomerSuccess
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What’s one data task you wish you could automate for your team? 💭 ✅ Data exports? ✅ Team notifications? ✅ Data updates to your source system? All of these processes can be automated in just a few minutes. Coefficient offers data teams the ability to empower their cross-functional stakeholders to connect all their data, automate workflows, and share live insights within the spreadsheet platform of their choice. Learn more: https://lnkd.in/g8stBFV4 #BusinessIntelligence #DataTeams #Automation #Analytics #Analysis
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Are ad-hoc data requests overwhelming your team? 😧 Data teams are constantly bombarded with requests for custom data exports and reports. This endless cycle can drain your time and resources, hindering your team’s ability to focus on strategic analysis. Coefficient makes data exports and blending so easy that business users can do these tasks solo – from any source within their spreadsheet. 💡 Your data team can now focus on what truly matters – insightful analysis and cross-functional decision-making. How much time does your team spend on repetitive data tasks each week? Discover how Coefficient can automate your data processes from any data source: https://lnkd.in/gcseTmXu #DataAnalytics #DataAutomation #Efficiency #Productivity #Snowflake
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Are ad-hoc data requests overwhelming your team? 😧 Data teams are constantly bombarded with requests for custom data exports and reports. This endless cycle can drain your time and resources, hindering your team’s ability to focus on strategic analysis. Coefficient makes data exports and blending so easy that business users can do these tasks solo – from any source within their spreadsheet. 💡 Your data team can now focus on what truly matters – insightful analysis and cross-functional decision-making. How much time does your team spend on repetitive data tasks each week? Discover how Coefficient can automate your data processes from any data source: https://lnkd.in/gcseTmXu #DataAnalytics #DataAutomation #Efficiency #Productivity #Snowflake
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Workflows between HubSpot and Google Sheets? Our users can't get over the simplicity of our 2-way sync with Google Sheets or Excel and how empowered it makes them feel in their work. They're using it to: - Automate HubSpot exports / imports - Blend data from multiple sources - Power live dashboards in spreadsheets - Bypass custom report blockers in HubSpot - Keep their all-hands and board slides refreshed with new data - and the list keeps going... On another note, who's excited for INBOUND 2024?! 🙋♀️ #hubspot #googlesheets #connectedspreadsheets #automation
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We're excited to announce Amplitude as one of our newest connectors! 🤘 Connect Amplitude to Google Sheets or Excel to explore and report on your product usage data beyond limitations. With live data in your spreadsheet (and Coefficient by your side 🤩 ), you can easily blend Amplitude data with data from your CRM, data warehouse, or any other data source to create custom analyses or a holistic view of performance. Check it out in Google Sheets: https://lnkd.in/gch9FYjh or, Excel: https://lnkd.in/gPR7Yq92 #amplitude #productanalytics #productanalyst #productmanager #connectedspreadsheets