Understanding Your CRM Platform Choose the Right CRM When it comes to connecting your CRM to Power BI, the very first thing I usually recommend is to understand the different options available. There are many CRM platforms out there, each with its own strengths and weaknesses. Microsoft Dynamics 365, Salesforce, and HubSpot are among the […]
Understanding Your CRM and Power BI Integration What is CRM? Alright, so let’s kick things off by talking about what CRM really is. Customer Relationship Management (CRM) systems are all about managing a company’s interactions and relationships with potential and current customers. These systems help businesses streamline processes, improve profitability, and hold onto those precious
Understanding Your CRM Data Identifying Key Data Points When I first started working with CRM systems, one of my biggest challenges was figuring out what data really mattered. I’ve learned that not all data is created equal! You need to identify which metrics will truly drive your business decisions. Sales numbers, customer interactions, and lead
Understanding Your CRM and Power BI Integration Needs Identifying the Purpose of Integration When I first started my journey with CRM and Power BI, I realized it was essential to identify why I even wanted to connect the two platforms in the first place. Was it to visualize customer data? Or perhaps automate reports? Understanding