Are you getting the insights you need from your CRM?
Your CRM system should help you understand your customers, streamline your processes, and improve your bottom line. Unfortunately, it’s not always that simple. Restrictive inbuilt reporting tools make custom solutions a necessity if you want to compare CRM data with external insights on sales, marketing, and finance. You need a system that provides a complete view of your customer. Power BI can deliver just that, whether you’re using Microsoft Dynamics 365 or any of the other leading tools.
Gain a 360° view of your customers
Customised dashboards
Whatever CRM you use, we can integrate Power BI so you can more easily make informed decisions that improve sales and profitability.
In-depth reporting
Drill down on the metrics that matter most to your business with in-depth reports by region, sales team, service, and more.
Big-picture insights
Discover how marketing, sales and operations feed into your customer service with cross-silo data visualisations.
Increased lead conversion
Improve forecasting and conversion rates with trend detection and real-time insights on KPIs.
CRM Report
View your pipeline in real-time, including opportunities, product performance, top accounts and revenue, all filterable by location, year, account, and sales agent.