Transform CRM Data into Actionable Insights With Power BI
- Improve Data Visualization
- Real-Time Insights
- Advanced Analytics
- Custom Dashboards
- Boost Productivity
Why Power BI With CRM?
Integrating Power BI with CRM takes reporting to the next level. While CRM systems provide essential data, Power BI transforms that data into interactive, visual dashboards. This makes it easier to find trends, analyze performance, and make quick, informed decisions, turning insights into actions that drive business growth.
Power BI with Sangam CRM Use Cases
Integrating Power BI with your CRM gives you the flexibility to explore many useful applications that can enhance your business.
Here are some use cases that highlight the benefits of this integration.
Evaluate Two CRM Modules
We can evaluate two modules within CRM system, like sales, lead, call, and target. By sending data from these modules to Power BI, we can conduct a complete analysis.
For e.g, consider comparing the call report with the lead report. The lead report shows when leads are generated, while the call report indicates when first call was done.
By integrating Power BI with CRM, we can visualize this data to quickly identify delays in response times and analyze where improvements are needed. These insights empower you to take timely action and streamline your processes.
Cross-Software Analysis
We can evaluate a report from your CRM system alongside data from an external tool like Google Analytics. By integrating data from these sources into Power BI, we can conduct a thorough analysis.
For example, consider comparing the sales report from your CRM with website traffic data from Google Analytics. The sales report provides insights into completed transactions, while the Google Analytics report shows user behavior on your website.
By integrating Power BI with CRM, we can visualize the combined data to identify trends. These actionable insights help you make informed decisions and improve overall business performance.
CRM vs Spreadsheet Data
We can evaluate CRM data with any spreadsheet data, such as sales targets, marketing goals, or customer metrics.
For example, if we have targets in the spreadsheet and achievements in the CRM, by sending data from these two sources to Power BI, we can perform a comprehensive analysis.
By integrating Power BI with the CRM and the spreadsheet, we can visualize this data to quickly identify gap between targets and actual results. These actionable insights empower you to take timely actions.
Sales by Geography
We can analyze sales data by geography to visualize regional contributions to total revenue.
For example, by mapping sales figures from the CRM onto a geographic representation, we can identify which regions are performing well and which may need additional focus.
By integrating Power BI with the CRM, we can create detailed visualizations that highlight regional sales performance. These insights enable you to identify trends, allocate resources effectively, and tailor marketing strategies to boost sales in specific areas.
Inter-Module Anlysis
We can evaluate reports from a single CRM module tailored to departmental needs.
For example, HR can analyze a visual attendance report showing the number of employees present and absent by department, helping to identify trends and address issues.
A sales head can review leads created by each employee, providing insights into performance and helping to recognize top achievers or areas for improvement.
In marketing, we can assess leads generated from various sources, allowing the team to optimize strategies and focus on effective channels. Integrating Power BI with the CRM enhances performance tracking, decision-making, and overall business success.
Benefits of Integrating Power BI with CRM
Transform complex data into visual reports and dashboards, making insights easily understandable.
Make informed, data-driven decisions quickly to seize market opportunities and improve outcomes.
Streamline business processes and workflows, resulting in time savings and reduced operational costs.
Perform advanced analytics, enabling deeper insights into customer behavior and sales trends.
Access real-time data to make timely decisions based on the latest information.
Integrate data from multiple sources into a single platform for a holistic view of business performance.
Create tailored dashboards that cater to specific business needs, allowing for personalized insights.
Monitor key performance indicators (KPIs) to measure success and identify areas for improvement.
Easily handles growing CRM data, maintaining high performance as your business expands.
Get Your CRM Insights Today
Integrate Power BI for smarter analytics and improved business performance.
