royben239
10 posts
Dec 05, 2024
3:55 AM
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Consultants integrate CRMs like Salesforce or Dynamics 365 by using connectors or APIs to extract customer data such as lead conversion rates and pipeline health. They transform this data into Power BI-ready formats using Power Query and align it with sales or marketing metrics. Dashboards are designed to show customer journeys, sales trends, and campaign performance. Power BI consultant also set up real-time updates and role-based access, ensuring personalized reporting for stakeholders. This integration gives businesses a clear view of customer engagement and helps optimize strategies to improve customer retention and revenue.
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