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Power BI HubSpot Connector Tutorial

power bi hubspot

1. Introduction In this tutorial, we’ll walk you through the process of setting up a custom connector to extract data from HubSpot and create a Power BI report. This custom connector can be found on our GitHub site (https://github.com/audoxcl/Power-BI-HubSpot-Connector). 2. Setting Up the Connector Start by visiting our GitHub site where you can find the … Read more

Power BI Pipedrive Connector Tutorial

power bi pipedrive connector

Power BI Pipedrive Connector Tutorial Step 1: Introduction In this tutorial, we’ll guide you through the process of setting up a custom connector to extract data from Pipedrive and create a Power BI report. You can locate this custom connector on our GitHub page. Step 2: Setting Up the Connector Begin by visiting our GitHub … Read more

Best Practices for Sales using a CRM

A CRM (customer relationship management) system is a powerful tool for managing and growing your sales. By effectively using a CRM, you can improve your sales process and drive more revenue for your business. Here are some best practices for using a CRM to improve your sales: Keep your data up to date: Your CRM … Read more

Categories CRM

How integrating your crm and bi can help you to improve your sales

Integrating your CRM (customer relationship management) and BI (business intelligence) systems can have a significant impact on the success of your sales efforts. By combining the information from these two systems, you can gain a more complete understanding of your customers and their buying habits, which in turn can help you to improve your sales. … Read more

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