Looker Studio is a data visualization tool that enables creating dashboards for analyzing data from over 1,000 sources. With 810 available connectors, Looker Studio allows you to:
– Automatically collect data from CRM, advertising platforms, web analytics, and other sources
– Create visual reports that update in real-time
– Configure different access levels for team members
– Export data in various formats for further analysis
CRM integration automates routine data collection and processing tasks, freeing up your time for analysis and strategic decision-making.
Integration of Looker (Google Data Studio) with CRM significantly enhances business analysis efficiency, providing the following advantages:
Unified Data Source: We consolidate data from CRM, Google Analytics, and BigQuery in one place. All metrics automatically update every 15 minutes, delivering current information without manual data collection from different systems.
Personalized Reports: We create up to 15 different report types for each company department. For example, the sales team gets conversion and customer LTV data, while marketers receive complete advertising channel statistics with ROI and acquisition costs.
Automated Reporting: We set up automatic report delivery on schedule (daily/weekly/monthly) to each team member’s email. This saves up to 8 hours of work weekly on data collection.
Complete Customization: We create custom dashboards tailored to your business specifics. Option to configure 5 to 20 different widgets on a single page to display key metrics.
Dynamic Filter Management: We implement a system with multiple filters for instant data analysis across any dimension (by date, channel, manager, product, etc.).
Advanced Analytics Functions: We configure custom metrics for deeper analysis, including LTV, CAC, ROI calculations, funnel conversions, and sales forecasting.
Collaboration: Streamlined work through access control system. Ability to comment on data and share reports via secure links.
D4 CRM implements Google Data Studio and CRM integration through the following stages:
Analysis and Requirements: Our team starts with an in-depth analysis of your current business processes to identify key needs that can be met through integration. This allows us to offer a customized approach and optimize your workflow.
Solution Proposal: Based on the analysis, we suggest specific metrics and reports that will be most useful to your business. We strive to create an integration that not only meets, but exceeds your expectations.
Technical Implementation: At this stage, our experts customize the integration, ensuring seamless interaction between Google Data Studio and CRM. We make sure that data is correctly transferred and processed to get accurate and up-to-date reports.
Testing: Before launching the system into “battle”, we conduct thorough testing to make sure the integration is stable and the data in the reports is correct.
Employee Training: The final stage includes organizing training sessions for your employees. We will make sure that every member of your team feels confident and can effectively use the new tools in their work.
D4 CRM has specialized in developing Looker Studio analytics solutions for over 7 years. During this time, we’ve set up analytics for more than 200 companies of various scales — from local businesses to international corporations. Our specialists are Google Data Studio certified and have expertise in configuring complex CRM system integrations.
We’ve developed our own implementation methodology that enables creating dashboards with 99.9% data accuracy. Each project comes with technical support and regular system updates tailored to specific business needs. We provide a full implementation cycle from needs assessment to staff training.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
We were approached by a client involved in interior design training. The main source of lead generation for the client was a YouTube channel that often hosts webinars and free courses. The Leeloo.ai platform is used to automate the customer journey through the sales funnel. There was a need to link this channel with Bitrix24 CRM system to automatically collect and store contacts of all warm leads.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
Get a free consultation and audit of your current reporting system:
✓ We’ll analyze your existing data sources and statistics collection processes
✓ Calculate the cost and timeline for Looker Studio setup for your business
✓ Show examples of ready-made dashboards for your industry
We provide consultation within 24 hours after form submission.
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, Grecheskaya Street, 5
