Pipedrive + Power BI
Track development of sellers, number of contacts, and value of sales efficiently by integrating Pipedrive into BI Book!
BI Book in a nutshell
- Automates Pipedrive reporting - makes real-time, up-to-date Power BI reporting easy and cost-effective.
- Integrating Pipedrive into BI Book allows you to present dynamic reports visually and drill down to figures down to the document level.
- BI Book makes it easy to share reports made of Pipedrive data with different user rights - share viewing and editing rights for different users and groups.
Boost your Pipedrive reporting with BI Book
BI Book brings your sales data to life and provides sales management with precious sales statistics. Pipedrive provides a lot of useful data on customer relationship management, and BI Book analyzes this data in real-time for you.
With BI Book, you can automate your Pipedrive reporting effortlessly, resulting in more dynamic and visually clear reports. In addition, BI Book makes it easy to share and manage reports made of Pipedrive data. In BI Book, you can seamlessly edit the views and contents of your reports with a few clicks.
Combining BI Book with Pipedrive saves time on sales reporting and can focus on the sales itself and its development. BI Book enables filtering Pipedrive's sales data by various factors, for example, on a case-by-case or seller-by-seller basis.
Benefits of BI Book in Pipedrive
1. Enables modern and automated CRM and sales reporting from Pipedrive data.
2. Combining Pipedrive with BI Book provides visually clear and dynamic reports. You can customize the report views exactly the way you want with few clicks.
3. Combining Pipedrive with BI Book makes it easier to manage and share reports with others - you can limit which parts of the reports others will see.
4. Integrating Pipedrive into BI Book saves your time - instead of making sales reports, you can focus on analyzing the ready-made Pipedrive reports.
5. With the Pipedrive-BI Book integration, you can view an individual customer relationship as closely as you like. You get a comprehensive picture of your company's biggest / most important customers and can dive into what is being sold to them. BI Book allows you to view the number, types, development, and profitability of all products and services for sale in one view. For example, you can filter data by the seller and share only the part of your report that concerns him or her.
6. Integrating Pipedrive into BI Book enables you to compare customer relationship management and profitability between the dimensions of your organization (e.g., products, cities).
7. Report data is updated in near real-time.
8. Power BI licenses for as many users as needed.
9. In addition to Pipedrive reporting, you can also integrate the reporting of your other systems into the same portal. Read more about other integrations.
The pricing of BI Book -service is based on a company-specific revenue and is charged monthly. This includes automated data transfer through the integration we have built and maintaining and updating entry-level BI reporting.
How to get started (Pipedrive + BI Book)
If you are interested in modern and more efficient Pipedrive reporting, please contact us via the form below! You can also book a free demo by using the same form. In the demo, we show how BI Book works.