4 Key Features to Visualize CRM Data in Power BI
To visualize CRM data in Power BI effectively, you have to deeply understand the tool and its features. In this blog, Trueson Power BI consultants will show you how Power…
Support Salesforce CRM and integrate with any database management platform!
+4.5 Users
What is a Business Intelligence solution?
A business intelligence (BI) solution involves using both strategic planning and technological tools to collect, evaluate, and interpret data from various internal and external sources. The ultimate objective of this process is to turn raw data into valuable key insights into the subject under investigation and, finally, to make better data-driven business decisions.
Main components of
ERP Business Intelligence
Data Warehousing
- Data warehousing: Storing CRM structured and historical data as well as building a data mart for business analytics.
- Data lakehouse: Storing CRM unstructured and structured data as well as many types of flat files or media files.
- Data governance: Storing CRM meta-data and lineage for a deeper understanding of data definition and data meaning.
Data Visualization
- Integrate with various visualization tools such as Power BI, Looker, and Tableau.
- Generate interactive information and analytics.
Business intelligence/analytics solutions
- Business intelligence support
- ETL/ELT processes: Automatic ETL data pipeline for pulling data from Salesforce and other operating systems on a daily basis
How does it benefit for your data driven decision making ?
Valuable Insights
Organization-wide ‘Single–truth’ information and independence from Salesforce
Online Information
Near real-time and possible real-time data update
Interactive Information
Real-time insights into key performance indicators (KPIs) via Views, Graphs, and Reports
Analytic functions
Advanced statistical and analytical techniques to analyze data, and identify patterns, trends, as well as opportunities
Automatic data update
Saves thousands of hours of effort in extracting and implementing reports
Access to the right information at the right time
Users can generate their own reports.
Easy to deploy, develop, monitor and share.
- Easy to deploy using Docker framework
- Easy to follow and develop data pipeline using Nifi webapp/ Airflow/ DBT
- Easy to share with Power BI / Superset integration.
On-premise solution for best security
- Deploy on Client’s Server
- Low cost solution
- Independent with cloud ELT services
- Easy to manage cost and privacy
Ready to Transform Your Content Operations?
Whether you need powerful content creation tools or seamless migration services, ContentFlow Suite delivers the complete solution for life sciences excellence.
Our Clients
What’s Happening
5 Best Tools for Salesforce Integration
By integrating Salesforce with your current productivity, marketing, collaboration, and other tools, you can enhance your workflow and optimize your business operations…
5 Insights to Boost Your Salesforce CRM Implementation Success
Learn five powerful insights that can help you make the most out of your Salesforce CRM implementation. This article will share practical tips and best practices to help you achieve…
5 Tips to Optimize Power BI Reports & Dashboards
Microsoft (MS) Power BI is a combination of data analytics services, applications, and connectors. Together, those features provide users a platform to unify and visualize their data simply and effectively,…
7 key features in Power BI Report and Dashboard
Table of Contents Toggle Power BI Report and Dashboard, as the name suggests, is a powerful Business Intelligence tool developed by Microsoft. Power BI June 2022 Feature summary to help…
7 months to GDPR: Why your company needs a DPO right now
Many companies are currently considering, or looking to recruit, a Data Protection Officer (DPO) in their journey towards GDPR compliancy. A common misconception is that only companies with at least…
A beginner’s guide to CRM Strategy
In the fast-paced world of business, there’s a game-changer that goes by the name of CRM strategy. If you’re a company just dipping your toes into CRM, you’re in the…
AI Features in Power BI: Making Data Work for You
Microsoft has been providing powerful, built-in AI features in Power BI that make data analysis easier for everyone. These tools help users explore data effortlessly, identify key drivers behind trends,…
Best Practices for Bringing Data into SFMC with AI-Powered Features
Salesforce Marketing Cloud (SFMC) offers multiple ways to import and manage data, ensuring seamless marketing automation and personalization. With AI-powered features, data management becomes even more efficient. Here’s a look…
Best Practices for Veeva CRM Implementation
As a Veeva Preferred Partner, Trueson thinks it is important for users to succeed in Veeva CRM Implementation. Therefore, our consultants would like to share with you some tips that…