DataSelf BI Templates for CRM (Reports, Dashboards, KPIs)
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
CRM Templates by DataSelf Edition
Template | Essentials | Pro | Enterprise |
---|---|---|---|
Pre-configured reports & dashboards | 10+ | 100+ | 1,000+ |
Activity | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ✅ | ✅ |
Opportunity | ✅ | ✅ | ✅ |
Template list and information |
DataSelf works with all CRM systems. However, if you have one of the following, the time to value is dramatically accelerated:
All CRMs (data warehousing DFT)
HubSpot (data warehousing and analytics DFT)
MS Dynamics CRM (data warehousing and analytics DFT)
Sage CRM (data warehousing and analytics DFT)
Salesforce.com (data warehousing and analytics DFT)
Sugar CRM (data warehousing DFT)
Analytics Platforms Supported
Domo (data warehousing DFT)
Looker (data warehousing DFT)
Power BI (data warehousing and analytics DFT)
Qlik Sense (data warehousing DFT)
Tableau (data warehousing and analytics DFT)
Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.