Can your Salesforce data do this?

Share the lifeblood of your organization with those who need it, even if they’re not a Salesforce user.

With Power BI and QuickLaunch for Salesforce: It can.

Being data-driven means having a transformative view of how you get your data and how you serve it to end users. Preferred Strategies makes transformation possible with QuickLaunch, a governed decision framework that empowers business users to find and use the Salesforce information that’s most valuable to them at the moment they need it.

Leading data-driven companies transform with QuickLaunch.

Tap into decision-ready information.

Make smarter business decisions and gain insight to achieve your business goals.

Make Salesforce data more accessible.

Share the lifeblood of your organization with those who need it, even if they’re not a Salesforce user.

Get up and running in 48 hours.

Forget expensive, time-consuming software implementations. With QuickLaunch, you’ll be up and running in just a couple days.

Create an Information and Knowledge Success Strategy

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One Version of Truth Best in Class Technology Foundation for Growth Speed to Insight Self Service

One Version of Truth

The QuickLauch Information Engine consists of a robust, industry-tested, and centralized framework, built with standardized methodology including thousands of calculations and key metrics based on business logic defined by you.

Best in Class Technology

Our QuickLaunch for Salesforce solution is built on the market-leading Microsoft Power BI platform offering you cutting edge visualization capabilities with Power BI while supporting live Pivot Tables in Excel and professionally formatted reports with Paginated Reports. QuickLaunch offers the perfect solution for forward-thinking companies who have strategically chosen Microsoft technologies with Office365 and Azure as their analytics platform of choice.

Foundation for Growth

Implementation of our QuickLaunch Information Engine will result in a scalable framework that will serve as the foundation for your Data Analytics and Business Intelligence journey. The platform is built to easily handle future growth and will absorb the increase in Salesforce and enterprise data volumes as your company grows and enhances its data literacy.

Speed to Insight

With over 500 years of combined Analytics, ERP, and CRM domain knowledge and more than 200,000 development hours, QuickLaunch for Salesforce is configured, customized, and deployed to your environment in a matter of weeks… quickly and easily bringing your enterprise data to life. Along with Microsoft, Preferred Strategies will lift the data literacy of you and your team by continually delivering updates, enhancements, forward-thinking innovation, and customer exclusive education training sessions. We are passionate about building trusted relationships and like the office next door, our light is always on, and we are here for you whenever you need us.

Self Service

The QuickLaunch for Salesforce solution empowers leaders and business users with near real time, easy to digest data across all sources within your company … eliminating the need to make strategic decisions based on gut, waiting days or weeks for historical data, and freeing overburdened IT resources to work on more important, strategic projects.

Succeed with Your Data

To be successful and competitive in today’s landscape you need to easily access, digest, and utilize your companies’ data … across all your sources. Our QuickLaunch solution will quickly and easily bring your enterprise data to life creating a single, structured dataset for Power BI, uncovering critical insights and trends, empowering strategic decision making, and ultimately empowering you to meet and exceed your profitability goals.

How QuickLaunch can change your game.

Easy to Use Data Model

Quickly Analyze your sales performance with business-friendly data formats.

Data Model Security

Control the information that groups of users are allowed to see with Row Level or Object Level security.

Comparative Measures

Add depth and context to the analysis by comparing actual values to prior year, target, and budget amounts.

Time Based Measures

Find new insights (correlations, trends, outliers) by easily changing the report values between month to date, quarter to date, and year to date.

Drill Down to Activity Details

Find the answers to your questions by being able to drill down to the activity details without needing to run a separate report.

"Throughout the entire process, Preferred Strategies has been a true partner to us for our data warehousing and reporting needs."

Sean Browning, Manager of Business Analytics, Haskell

"QuickLaunch and the Power Platform enable our digital and finance teams to work together towards the common goal of making informed decisions and optimizing enterprise reporting and analysis."

Alex Groberman, AltaGas

"Using Preferred Strategies and Power BI, MFA Oil Company expects to see a tremendous improvement in operations...This will have a tremendously positive impact in reducing the workload in IT."

Matt Boyce, MFA Oil Company

"Preferred Strategies has been instrumental to our success and I can’t speak highly enough of Preferred Strategies team members. We get responses to our questions in minutes, and their skills and expertise are nothing short of exceptional."

Todd Wilson, Former CIO, Clif Bar & Company

The Preferred Strategies Difference

Join a

QuickLaunch Community

of data-driven superheroes like you
Our dedicated

customer success

team will see you through
Benefit from

world-class innovation,

support, and training


timeline delivers immediate efficiencies and value.

Leveraging Power BI

best in class reporting and analytics

Request More Information

Request more details, get pricing, and let us show you under the hood of QuickLaunch for Salesforce. Leave your contact information here and we’ll get right back to you.