Microsoft Power BI is a powerful business analytics tool that transforms multi-format data into interactive reports.
Power BI configuration with CRM systems enables you to:
– Set up automatic data updates up to 8 times daily
– Monitor key metrics in real-time
– Create interactive reports with detailed visualization
– Analyze customer behavior and forecast sales
This Power BI integration automates routine reporting tasks, saving up to 30 work hours monthly. You receive timely data for decision-making and quick pivots in response to market changes.
Power BI integration with CRM systems provides the following business advantages:
Versatility: Automatic data collection from Excel, SQL databases, APIs, and other sources into a unified analytics system.
Automation: Accelerated report generation and scheduled distribution with automatic data updates.
Visualization: Creation of interactive dashboards with one-click data drill-down capability.
All-in-One: Consolidation of data from all company departments on a single platform for quick access.
Security: Data encryption using modern international standards and configurable access levels for employees.
Integration: Connection of new data sources through ready-made connectors without coding requirements.
We begin Power BI implementation with detailed auditing and conclude with comprehensive team training. Here’s our process:
Technical Audit Analyze your business processes and data sources to determine optimal analytics structure.
Solution Development Create system architecture and select necessary integrations for your business processes.
System Configuration Implement Power BI with connections to all data sources and automatic update setup.
Testing Verify data accuracy, update speed, and correct operation of all system components.
Team Training Conduct practical Power BI training and provide technical support after launch.
Over 7 years, we’ve configured Power BI for more than 200 companies. Our certified specialists have developed a proprietary methodology for CRM and Power BI integration that ensures:
– 99.9% data accuracy
– Regular automatic report updates
– Robust corporate data protection
– Rapid analytics system deployment within 2-3 weeks
We create complete solutions for sales, marketing, and financial analysis tailored to your business specifics. We provide free technical support and comprehensive team training.
Integration of online store site with CRM-system Bitrix24 for order management and automation of the process of sending goods via Novaya Pochta.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
The goal of the project is to track the conversion rate of promotions and uniquely identify the customer for each promotion in order to measure the effectiveness of promotions. Conversion is the ratio of users who received a promotional offer to those who made a purchase.
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’ll analyze your current reporting processes free of charge and prepare a personalized proposal with dashboard examples for your industry and a detailed implementation plan.
Every day without analytics implementation means missed opportunities for business growth. Contact us today.
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
