Power BI is a tool from Microsoft for data visualization and business analytics that helps companies transform their data from various sources into interactive reports and dashboards. This solution enables informed decision-making based on data, revealing hidden trends and effectively analyzing business processes.
Integrating Power BI with KeyCRM opens up new opportunities for enhancing efficiency and optimizing customer interactions. The integration of these two systems allows for the automatic collection, processing, and analysis of customer data, their preferences, and interactions with the company. As a result, businesses can better understand their customers’ needs, improve satisfaction and loyalty levels, and effectively manage sales and marketing campaigns.
Setting up Power BI with KeyCRM enables the creation of personalized reports and dashboards that provide deep insights into customer interaction effectiveness, identify successful strategies, and highlight areas for improvement. This, in turn, contributes to increased productivity, reduced costs, and higher company revenues.
The integration of Power BI with KeyCRM provides businesses with numerous benefits, enhancing analytical capabilities and helping make more informed decisions. Here are the main advantages of this solution:
Enhanced Data Analysis: Power BI allows you to analyze large volumes of data from your CRM system, providing in-depth and up-to-date analytical reports.
Personalized Dashboards: With Power BI, you can create personalized dashboards that display the most important metrics for your business in a convenient format.
Increase in Productivity: Automating reporting and analytics reduces the time needed for data collection and analysis.
Making Informed Decisions: Integrating Power BI with the CRM system provides access to up-to-date and accurate data, allowing management to make informed decisions based on facts rather than intuition.
Improving Customer Interaction: Power BI analytics can help identify customer preferences and behaviors, which in turn allows for enhanced service strategies and customer satisfaction.
Marketing and Sales Optimization: By analyzing sales data and customer interactions, companies can optimize their marketing campaigns and sales strategies to improve efficiency and ROI.
Forecasting Future Trends: Power BI has powerful forecasting tools that allow you to anticipate future trends in sales, demand, and customer behavior, enabling more effective planning and development strategies.
Data Security Enhancement: Integration with Power BI also includes advanced security features that ensure the protection of your data and compliance with regulatory requirements.
D4CRM offers comprehensive Power BI setup services with keyCRM to enhance your business efficiency. We take the following steps:
At the initial stage, our specialists conduct a thorough analysis of your business needs, identifying the key aspects that require optimization and automation.
Next, based on the collected data, the team develops a personalized proposal that includes the most suitable tools and features of Power BI integrated with keyCRM.
After agreeing on the proposal with the client, our team begins the project implementation, making the necessary adjustments and adaptations.
Upon completion of the implementation, a series of tests are conducted to verify the functionality and effectiveness of the solution.
At the final stage, we will organize training sessions for your company’s employees so they can effectively utilize all the capabilities of Power BI with keyCRM to achieve optimal results in their work.
Companies choose D4CRM because we turn ordinary data management into something much greater with our amazing analytical tools. With the integration of Power BI and keycrm, we can gain a better understanding of who our customers are and what’s trending, transforming basic numbers into real insights that help make important decisions. This powerful combination of cutting-edge technology and our ability to work hand-in-hand with your system makes D4CRM a perfect choice for those looking to not only enhance customer relationships but also make their business more successful and profitable. By choosing D4CRM, you choose innovation and quality.
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.
Fill out the form below to learn more about how setting up Power BI with keycrm can open new horizons for your business. Our manager will contact you to discuss your company’s specific needs.
Don’t miss the chance to become a leader in your industry by leveraging cutting-edge analytics and customer relationship management technologies. Your data is the key to success, and we know how to unlock that potential. Start your journey to new business opportunities with keycrm and Power BI!
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
