Many businesses still struggle to manage and analyze customer data using separate tools for CRM and analytics. This results in poor decision-making, missed opportunities, and inefficiencies in tracking sales performance or customer trends. By bringing the #1 CRM platform and Microsoft’s data visualization platform together, enterprises can make smarter decisions based on real-time and comprehensive data insights. This is what Power BI integration with Salesforce brings to the table for enterprises of all sizes.
At Achieva, we know that making sense of your business data is key to driving growth and success. That’s why we offer seamless integration of Salesforce with Power BI to help you unlock the full potential of your data. With Salesforce as your CRM powerhouse and Power BI as your go-to analytics tool, this integration helps you unlock deeper customer insights, make smarter decisions, and boost efficiency across your organization.
Transform CRM data into visual, actionable intelligence for smarter forecasting, improved strategy, and faster decisions
Salesforce Power BI integration automates reporting, reducing manual errors and making it easier to generate reports that combine data from multiple sources.
Salesforce Power BI integration helps teams deliver better customer service by providing a holistic view of customer engagements and preferences.
Salesforce Power BI integration brings Power BI data straight into Salesforce CRM. This enables teams to track trends, monitor KPIs, and respond quickly to business changes.
We begin with understanding your business needs. Our experts analyze your existing systems and define integration goals to align the solution with your objectives.
Our team sets up the integration by connecting Salesforce and Power BI. We configure sync settings, map fields, and set up workflows to ensure smooth data exchange.
Our team sets up data flows or APIs to enable real-time communication and data transfer between Salesforce and Power BI.
Our experts set up process automation and customized workflows between Salesforce and Power BI to reduce manual effort and improve efficiency.
We deploy integration in your live environment and regularly monitor its performance to ensure smooth operation.
At Achieva, we offer expert consultation services to assess your current tech ecosystem and design a tailored integration plan that aligns with your goals for better efficiency.
We handle the entire setup process, from connecting Power BI with Salesforce to configuring sync settings. Our experts ensure smooth data flow between platforms, enabling your systems to work effortlessly.
We help you manage and sync your data between Salesforce and Power BI. We ensure that your data is always accurate and consistent across both platforms.
We help you gain actionable insights with custom reports and dashboards. Our experts set up analytics tools to track meeting performance and customer interactions, helping you measure campaign success and improve strategies effectively.
Post integration, we offer ongoing support to ensure that your Salesforce Power BI setup continues to meet your evolving needs.
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Achieva is a well-organized company with remarkably capable individuals and a highly experienced Salesforce team. Their understanding of the industry domain and our specific requirements is commendable. Communication has been excellent from the beginning to execution, with updates shared via Salesforce Cases, email, and WhatsApp for urgent matters.
Achieva has a great pool of qualified team members who bring a lot to the table with their out-of-the-box approach and creative solutions. Projects are delivered on time, and the solutions delivered are well aligned with our business needs. The team has provided unparalleled support even after going live. Their responsiveness and enthusiasm toward our ongoing needs truly set them apart.
We partnered with Achieva to help us continue to add functionality and enhance Salesforce as our Agency Management tool. The team excelled at finding solutions to the unique situations we asked them to figure out. Thanks to Achieva, we have been able to deliver multiple value-added enhancements to our Marketing team. The team continues to help with these efforts and has been a valuable part with their knowledge and ability to help with such initiatives.
Honestly, I can’t recommend Achieva enough. A team of highly versatile Salesforce experts who always keep you up to date with any changes/feedback. One thing I truly appreciate: if you're trying to deploy a new structure within your business and you're not sure how it'll work from a system level, Achieva always finds a way to make it work and tailor the design/build to the finest details. 10/10 for their innovative approach.
Yes, connecting Salesforce with Power BI helps businesses make better decisions. This integration combines customer data with robust data visualization tools. This offers a holistic view of customer interactions and sales performance. By analyzing this data, businesses can identify trends, track KPIs, and make better decisions. It also lets you create custom dashboards that show key business metrics. This helps teams focus on the key areas that require improvement. Overall, Salesforce Power BI integration helps businesses make decisions based on data.
You may use a range of tools for Power BI integration with Salesforce. Power BI's native connectors are a straightforward option and there are mainly two types: the Salesforce Objects connector and the Salesforce Reports connector. These connectors allow you to import data straight into Salesforce CRM for analysis. Furthermore, MuleSoft and Zapier are used for more complex integrations. They allow you to connect multiple systems seamlessly.
Connecting Salesforce with Power BI may also have some downsides. One major limitation is the data volume restriction. The Salesforce Reports connector can handle up to 2,000 rows at a time. You may use the Salesforce Objects connector to analyze larger datasets. The best part of this connector is that it doesn't come with the row limit. Another constraint is the lack of real-time data refresh capabilities, as both connectors work in import mode rather than direct query mode. Additionally, Salesforce APIs require technical expertise and have call limits, which can complicate frequent data updates. Lastly, custom fields and complex data structures are tricky to manage in Power BI, requiring additional setup and configuration.
Yes, you may need some basic technical skills to connect Salesforce and Power BI. This is especially true if you are using Salesforce APIs. For example, using Salesforce API involves programming knowledge to handle data extraction. However, native connectors are simpler to use and don't need programming skills. Tools like Skyvia also don't require coding to set up the connection. These tools make it simpler for people who are not technically sound to connect Salesforce and Power BI.
Yes, connecting Salesforce with Power BI can grow with your business needs. This integration supports incremental data refresh, which is crucial for ensuring that reports are always accurate. It also allows businesses to handle large datasets and adapt to growing demands. Power BI can also connect with other data sources, allowing businesses to combine Salesforce insights with other business data for a complete view.
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