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ciwiti's avatar
ciwiti
New Member
2 years ago

How does integration with other business tools work in cloud-based CRM systems?

I want a CRM that can seamlessly integrate with other tools my business uses, such as email marketing platforms, accounting software, and project management tools. How well do cloud-based CRMs handle integrations, and what are some common challenges to be aware of?

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1 Reply

  • SaiTejaTalasila's avatar
    SaiTejaTalasila
    Icon for Super User rankSuper User
    2 years ago

    Hi ciwiti ,

     

    If you were able to provide data sources(Oracle,SQL etc,..) then we will be able to provide more details how you can integrate them with power bi and check the data insights.

     

    Thanks,

    Sai Teja