Wholescale business support with Power BI & CRM
As part of our ongoing partnership, we provided a comprehensive array of business intelligence and automation solutions designed for various departments. We created interactive dashboards that deliver real-time business insights for management, while accounting and controlling gained visual tools for annual planning and comparisons of planned versus actual outcomes. Procurement was enhanced with dashboards that focus on supplier assessment and materials management. Additionally, we introduced an automated receivables management system to optimize financial follow-up and increase cash flow transparency. For marketing, we developed reports that trace the entire sales funnel, from initial leads to successfully closed deals, promoting data-driven decision-making. Our solutions also bolstered quality assurance by offering tools for performance tracking, qualification metrics, and effectiveness measurement. Sales teams were provided with KPI-focused dashboards for detailed analysis of plans versus actual results. Concurrently, a MiniCRM system was implemented to enhance project oversight and management.