Your company invests in a Customer Relationship Management (CRM) system. It works diligently to have the system implemented and adopted across the entire company and ensure effective usage. However, if your team is not consistently keeping the Lead, Account, Contact, Opportunity and Service Ticket data clean for continued use, your firm is missing out on the benefits of CRM.
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Publishing reports under the workspace of a username works great when only one person is in charge of managing it. Unfortunately, PowerBI doesn’t allow us to give other users edit privileges on those reports, which limits effective collaboration with the rest of the team.
Fortunately, PowerBI gives us the option to create groups which come with the ability to fine-tune permissions for other users. This feature requires a Power BI Pro license and is not available in the free version.
Your BI is working, and it’s probably working well. But, continuing to empower your colleagues with data is going to be ever more challenging in a world of rapidly increasing data volumes, security risks, and data diversity.
Cloud platforms like AWS can help remove some of that complexity, allowing you to leverage their infrastructure as you scale and grow. Running Tableau Server on AWS ensures the continued, scalable success of your business intelligence for years to come.
What if you had a secret weapon? A tool that could tell you if a decision was smart before it was made or pointed you in a positive direction? You wouldn’t leave home without it. It would not leave your side. That tool does exist for businesses, with the proper support and training. It is your company’s own data. Your company can hone in on what its data can reveal to not only help you understand your past but, more importantly, to shed some light on your future.
The foundation of any business is composed of three things: the products/services offered, the people who keep the company running and the data that demonstrates past decisions and supports future decisions. Data is the backbone of every business. It is filled with useful nuggets of information, detailing past business trends, successes (and failures) and opportunities for growth moving forward. The data can assist your business in many ways, including in the development of new offerings, boosting total revenue and better managing your company’s costs.
Data integration is often underestimated and poorly implemented, taking significant time and resource. Yet, it's growing in strategic importance to the business, as customer data and touch points grow exponentially with the emergence of cloud, social and mobile technologies.
Learn more about common integration mistakes and best practices for making your company more agile through data integration.
Pierre Hulsebus and Libby Bishop of Scribe Software go into detail about steps and recommendations for migrating to Microsoft Dynamics CRM Online from CRM On-Premise
You have lots of customer data and you need to ensure that it's readily available to all of those who need it to drive business results across sales, service and customer engagement.
Nicole Tilton & Pierre Hulsebus, of Scribe Software, discuss how easy it is to migrate your critical data into Salesforce and how it will immediately benefit the different areas of your business. See a demonstration of how simple and seamless it is for you to transfer your customer data into Salesforce from different external sources such as; text files, another CRM, or homegrown systems.
Your Customer Wants Information. Now.
Cloud computing has become an all-but completely compelling choice for most businesses. The clear advantages of moving many IT workloads to the Cloud have become undeniable, including: significant cost reduction, system resilience, sustainability, redundancy, elasticity, user self-service, continuity of business, automated data backup, and more. With a well-planned transition from on-premise to cloud computing, you’ll deliver a greatly enhanced user experience without any disruption!