Mixmax Insights is a powerful all-in-one solution for Salesforce that provides a suite of customizable dashboards and reports.
Mixmax Insights is available for our customers on Growth + CRM and Enterprise plans. This Salesforce package is optional, but it enhances your sales activities visibility and facilitates closing more deals for your sales team.
Designed for sales teams of all sizes, Mixmax Insights gives you powerful tools to focus on open tasks, analyze sales activities, monitor progress toward your revenue targets, and assess team performance.
Installing Mixmax Insights
To install the Mixmax Insights app for Salesforce, go to Integrations on the Admin Settings page and click Install Mixmax Insights for Salesforce.
If you want to install Mixmax Insights in a Salesforce sandbox, edit the URL manually and add the "test" prefix, e.g., "https://test.salesforce.com/packaging…" (for more information, see how to install a package in existing sandboxes).
Once the installation is complete, any member of your Workspace can open Mixmax Insights in Salesforce from the following section of the Mixmax dashboard:
Mixmax Admin Settings > Integrations tab:
Mixmax Reports Builder:
To learn more, see our Mixmax Insights overview.
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