Power BI by Microsoft is a data analysis tool that transforms diverse data into interactive reports. The main advantage of Power BI is its ability to integrate with CRM systems, enhancing the understanding of customer data and optimizing customer relationship management.
Setting up Power BI with CRM allows companies to quickly update data and better recognize trends and customer needs. This leads to faster decision-making and centralizes analytical data, increasing the company’s competitiveness.
Moreover, this integration automates reporting, freeing up employees’ time for more meaningful tasks. The integration of Power BI with CRM not only simplifies data processing but also significantly boosts the efficiency of customer interactions.
The integration of Power BI with CRM systems offers businesses a number of significant advantages:
Versatility: Aggregating data from various sources, including Excel and APIs, provides a comprehensive analysis of business operations.
Automation: Accelerated report preparation and real-time analytics enhance the agility and adaptability of the business.
Formatting: Interactive dashboards simplify data interpretation, making it easier to make decisions at all management levels.
All in one: Consolidating all business data on a single platform reduces costs and simplifies information management.
Security: Centralized data storage in the corporate portal minimizes the risk of leaks and enhances access control.
Integration: Flexible adaptation to new requirements and technologies due to ease of integration with various data sources.
Every business is unique, and we strive to provide a solution that best meets your needs. Here’s how we can help:
Needs Analysis: In the first stage, we will conduct a detailed examination of your business processes and identify the necessary functionalities.
Solution Development: Our team will provide a customized proposal tailored to all your requirements.
Implementation: We will deploy the system, configure all components, and integrate it with your existing services.
Testing: Before the launch, we will conduct comprehensive testing to ensure the system operates flawlessly.
Staff Training: Upon completing the testing, we will organize training sessions for your team to ensure confident and effective use of the new system.
Choosing D4CRM is the solution for those who value quality and personalization in customer relationship management and data analysis.
Our product is integrated with Power BI, providing deep and customizable data analysis. This feature makes D4CRM not just a CRM tool but a powerful solution for making informed business decisions based on data. We offer not only standard options but also flexible customization of Power BI to meet your business’s unique needs.
By choosing us, you gain not only a customer relationship management system but also a robust analytics tool that helps identify trends, analyze performance, and enhance your business effectiveness.
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 offer tailored solutions that will help you make informed decisions based on data. Discover how to improve data visualization, optimize reporting processes, and enhance the overall efficiency of your company. Fill out the form now and start your journey to success with Power BI!
Don’t miss the opportunity to transform your approach to data analysis. We look forward to hearing from you!
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, 5 Greek Street
