CRM and Power BI
Updated: Aug 6, 2019
My next stop in town was all about better reporting and viewing data user-friendly dashboards.
On my tour around iGlobe City I was introduced to Power BI, another add-in to iGlobe CRM that creates a huge amount of value for the user. With Power BI I can get deeper insight of my business with visual reports – and the data comes directly from the pipeline in my CRM.
I have found a way to actually use the data stored in the CRM and learn from it. I can even use it to set effective goals.
There are so many great values in reporting with iGlobe CRM and Power BI that I can’t even imagine not using this tool in my business.
Some of the things that make Power BI an essential part of running a business:
Track and test sales process
Follow up on every deal and make sales more efficient
See activity level in the company through meeting reports
Monitor time of SSOs and possible negative sales
Identify opportunities for improvement and correction
Monitor statistics on team members’ sales performance
Follow-up list
Power BI has the value of giving me my whole business on one dashboard and makes me stay updated on reports always. But that is not all! With a big smile the Mayor says, "We can also predict you sell with a forecast"
With this in mind I can't wait to my next stop in the City of Add-in. I can hardly wait to see what the Mayor has planed for my next visit. Stay tuned for another great story!