
“From good to great”
Users of Dynamics 365, Microsoft’s cloud CRM system, benefit from numerous sales dashboards and views, which sales teams can customise to fit each individual’s needs. Highly flexible, these report right across the selling process and show the status of your sales pipeline.
This is good.
However, if you want to be really great, then our advice is to drive sales performance by gaining crucial insights from the sales data you already have in Dynamics 365, by connecting it to Power BI.
Our sales and marketing teams have been using Power BI since the summer of 2016, and the depth and simplicity of analysis have transformed the business. That’s because Power BI offers significantly greater reporting power, so we can visualise performance, understand trends and discover fresh and valuable insights. We can act quickly on these insights, amend our campaigns, and easily find out if they’re working or not.
This is great.
Why boost your CRM with Power BI?
Let’s take a look at how Power BI Sales Dashboard can improve your sales analysis by looking at these four key areas: