Why you should automate with Microsoft Power BI
Why these integrations and automations matter:When something changes, you probably want to know more. Integrate Power BI with your other business platforms to trigger reports based on actions and changes in other applications. Unlike annual and monthly reports, these conditional reports can boost business agility in real time.
Automate consumer reportsIntegrate Power BI with CRMs like Salesforce or Zendesk to trigger reports based on customer actions. For example, you could trigger a product usage report every time a customer shows interest in buying another product. Your sales team can then use this report to present a better upsell or cross-sell.
Trigger critical insightsDon’t let a crisis creep up on you. Integrate Power BI with applications like Jira Service Desk and ServiceNow to monitor critical metrics (but without checking them every day). For example, you could trigger an automated report every time unresolved support tickets hit a critical threshold at your business.
Enrich customer dataIntegrate Power BI with events management and ticketing applications like Eventbrite (or even Jira Service Desk) to trigger a report whenever a customer takes action by signing up for an event or reaching out for customer support. These reports might summarize the customer’s purchase history or product usage.