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Djordje_M
Advocate II
‎05-04-2021 09:38 PM

Importance of efficient CRM reporting - Power BI Salesforce Dashboard

Gartner predicts that by 2021, CRM will be the single largest revenue area of spending in enterprise software. Why?

 

Customer relationship management

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers.

A CRM solution helps you focus on your organization’s relationships with customers, service users, colleagues, or suppliers. It follows your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship. CRM, therefore, helps you to improve your business relationships.

To grow your business, you have to set targets for sales, business objectives, and profitability. You will need, of course, reliable information on your progress. You must collect and transform all the data from sales, customer service, marketing, and social media monitoring into valuable business information.

A CRM system can give you a clear overview of your customers. All the data are in one place organized in a simple, customizable dashboard revealing customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.

 

Data integration platforms

Windsor.ai data integration and data platform (DMP) makes it easy to connect all your data sources and collect desired data. It is quick and straightforward to join and integrate it with other information and use the data together in any other application, marketing platform, or visualization tool. That way, you can focus on the insights gained from the data integrations and run your business rather than spend time on integrating data.

 

Using their Power BI Salesforce Overview Report template to visualize your Salesforce Contacts in Power BI lets you achieve just that. It will collect all relevant data from the Salesforce platform and transform them into easy-to-understand visual form.

 

 

screely-1619661064285.png

Power BI Dashboard

 

Power BI enables the user to transform and visualize data using intuitive graphics and giving valuable insights. You can then analyze Salesforce data on an object level.

Salesforce data are organized as objects, database tables that permit you to store the data specific to an organization.

 

This Power BI Windsor.ai report pulls the following objects:

  • Account
  • Lead
  • Contact
  • Task
  • Opportunity
  • Campaign

 

All objects are queried separately, but you can join them in a single Power Bi Report, add and edit fields and visuals or use the report as it is. It will get you started on your journey to understand better and thus improve your customer relationships.

 

Further steps

 

It is just the beginning of the Power BI reports journey. I have used this approach in some of my reports I have published in the Power BI Data Stories Gallery, and I invite you to check them out. Please let me know if this post was clear enough and provided you with the information you need to connect to your data using a third-party vendor template. I will be happy to update this article with the necessary details. Also, you can check for more information on my blog.

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