WebEx: Extend Your Infor CRM Reporting Capabilities With Power BI

Published: 6 October 2017

Does your reporting lack flexibility? Can you quickly access valuable insights? By utilising Power BI you can extend your Infor CRM reporting capabilities with valuable predictions, forecasts and performance metrics, available at the touch of a button.

Last week, we hosted a WebEx exploring how Power BI can give you access to unlimited reports with rich visual dashboards accessible on any device. Here we share the recording so you can see the value for yourself…

What is Power BI?

Microsoft Power BI is a business analytics tool that provides interactive visualizations, allowing you to view the most important metrics in one place, updated in real time and available on all devices.  With one click you can slice, dice and filter your data to make informed decisions that help drive business success.

How Power BI can improve your Infor CRM reports?

Although Infor CRM provides a wide range of sales, marketing and service reports, the pre-defined reports and filtering options can be restrictive. With Power BI you can create unlimited and personalised reports for a 360-degree view of your business. Reports are drillable, allowing you to look deeper into your data for a comprehensive view of your business performance.

Unlike Infor CRM Business Intelligence, that requires training and prior knowledge of the software, Power BI reports are based on a familiar Microsoft interface, providing intuitive graphical designer tools for a simple learning curve.

Watch the WebEx to see how they compare >

Possible applications for Power BI and Infor CRM data

The data visualisations in Power BI are endless, meaning you can get real time and personalised insights including:

Sales Pipeline Reports

Power BI shows you metrics, maps and charts around opportunities, contacts, accounts and activities from your Infor CRM. You can reports on revenue, win counts and ratios as we as open activities and lead analysis to forecast revenue and identify areas for improvement.

Service Management

Improve overall service levels and resolution rates based on trends and comparisons of performance metrics, including the volume and status of support tickets.

Account Management

Analyse the performance of individual account managers to maximise productivity and ensure targets are met.

The benefits of Power BI for Infor CRM

With access to unlimited reports you have the ability to browse and analyse multidimensional data to identify the most promising customers, deliver products and services that excite customers and increase productivity.

You can plan for growth and schedule sales visits with enhanced mapping capabilities, allowing you to view sales activities and sales potential at a glance.

* Power BI is a FREE tool, however there is a charge for setting up the integration with Infor CRM. Please speak to your Account Manager for more details.


Read More

How a CRM System Can Revolutionise Your Customer Service

28 April 2023

Learn how a CRM system can revolutionise your customer service and ultimately increase revenue and growth for your business.

Six Custom Reports for CRM

28 March 2023

Custom reports on CRM can save you time and give you easier access to necessary data. Find out more by reading our blog.

CRM for small business

13 March 2023

With a CRM for small business, you can get closer to your customers by turning conversations into conversions. Find out more in our blog.

CRM User Adoption – 6 ways to encourage it

7 February 2023

CRM user adoption is one of the most crucial aspects in successfully implementing a new CRM system. Find out how to get your team on board.

Best Practices for Data Integration

18 January 2023

Find out more about data integration best practices