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Business Dashboard Integration From Productive Thinking Perspective

Solving problems in a company of a bigger size can be challenging because of team dynamics, organizational structure, and not having a broad understanding of the company’s direction. Data management comes as a mere cog in a complex, multi-faceted business yet today’s organizations collect tons of records from a wide range of sources. In that line of thought, CRM integration supplies the opportunity to solve cross-department problems in a way that aligns with company goals.

Obviously, business intelligence tools use silos of records in work to help identify the results of performed actions on every stage of process or customer journey. CRM deals with data input (i.e. leads, contacts, opportunities, quotes, orders, etc.) while dashboards process the information and enhance analysis, planning, and forecasting. So, business dashboard integration helps to meet the requirement of the front and back-office solutions in strategic and operational aspects.

CRM Integration: Exploring Whereabouts

The successful accomplishment of business objectives becomes immensely difficult as the key to the data-led approach is relevant, timely information. With CRM integration, you upgrade your software with new feature and back up the users with options of deep collaboration and workflow enhancement.

The first thing vendors want to know: Why should I upgrade? There are a number of reasons that prove business dashboard integration as a must-have item in your toolkit. Let’s unpack the main ones:

  • Recently, more and more organizations have re-evaluated their usage of CRM, and they are looking for the business intelligence with the integration option to use both solutions in full potential.

  • According to Aberdeen Group research, companies reinvest in their CRMs as these expenses are paying off with self-reported performance. And sales teams receive higher quota, save time, and improves data input into the system.

  • Need to eliminate the delay, costs, and errors during entering CRM records into the business dashboard.

  • Apart from errors and extra tasks elimination, companies look forward to productivity increase, workflows enhancement, accurate analysis and putting data to work instead of useless record hoarding.

Either way, CRM integration covers a wide spectrum of work, efforts, expenses, and time. These side of business scaling up might scare you with the possibility that the initiative will spin out of control. To describe the benefits of integration with CRM to your intelligence tool, you can evaluate this decision via Hurson’s productive thinking model.

Why Hurson’s Productive Thinking Model

Creative process or innovation has to go through barriers and problems to achieve the desired success, and business dashboard integration falls into this category as well. The productive thinking model (or thinkx) is a framework that helps stakeholders or vendors to identify and solve the issues. The technique was presented by Tim Hurson, creativity theorist, author, and speaker, in his book “Think Better” in 2007.

The productive thinking model consists of six stages. At each step, you ask various questions aiming to get the frame every angle, and come up with the best solution to address the problem efficiently. Applying this critical lens will help you to dig into details and expose the value of CRM integration.

Step #1 What’s Going on in Business World?

The initial stage should find the answers to the following questions (usually called “itches”) and define the context, factors, and entities. The following sub-steps open the issue apparently:

What impact it has on my service?

Compile a list of troubles your business dashboard has right now. For instance, it may include:

  • high competition at market,

  • decreasing customer loyalty levels,

  • solution lacks operational options,

  • incorrect customer/transaction data in the system,

  • missing and duplicated records,

  • more accuracy for KPIs and KFIs is required,

  • growing demand for the CRM integration,

  • users start hunting for a new valuable solution, etc. 

What impact it has on my service?

Exploring the situation at the industry, you see the weak points in your business dashboard toolset.

How does it influence my business?

The mismatch is provided costly. In case, your service can fill in at least the third part of checkboxes in this list; it is time to consider the initiative of upgrade with CRM integration.

Who is involved?

In the process of solution advancement should be involved the stakeholders and your development team.

What is the vision?

In the beginning, you should see the finale of the initiative. So, business dashboard integration will

  • power up your service,

  • provide the beneficial, competitive option,

  • meet and offer more than your users are expecting,

  • help to reach new audiences, etc.

Step #2 What’s Success for Your Service?

Within the next step, you should outline what is the future of business intelligence tool, if your initiative turns out successful. Here the technique DRIVE can be used:

  • Do: your service will provide easy data exchange with CRM.

  • Restriction: business dashboard integration will guarantee complete information security.

  • Investment: the integration may be developed and maintained by the third-party service what saves the time of internal developers’ team, but ensures the quality performance.

  • Values: the new option will be easy-to-use, but fast and secure.

  • Essential outcomes: the competitive feature, improved workflow, and user audience and loyalty growth.

Step #3 What’s the Key Question of CRM Integration?

The next stage is to find out how to develop the business intelligence integration with CRM:

  • delegate this task to company IT department (and set back current features polishing and upgrading) or

  • take advantage of the service that handles system integration.

Step #4 Generating Answer: How to Proceed with Upgrade?

To prompt action, it is more appropriate use the third-party service that will enhance development and maintenance of the processes. Data2CRM.API facilitates the business dashboard integration and offers multiple CRMs connections in two-way.

Step #5 Forge the Solution: Benefits of Service

At this step, you should look critically at the capabilities of Data2CRM.API. The unified API solution supports integration with 17 CRMs by means of more than 70 API methods. Besides, the options set of the online service include:

  • robust documentation with code patterns,

  • filters that can be applied to any field on any condition,

  • experienced developers’ team support,

  • security based on three-layer: physical, application, and network,

  • free trial and flexible pricing policy.

Step #6 Align Resources: Set Up Business Dashboard Integration

The last point requires you to compile the do-list, timelines and people that will be involved in the process of business dashboard integration.

Final Words

As strategies change, so should evolve the business solutions. Nowadays, CRM integration appears more a must-have option that is rather challenging initiatives. Thus, applying the productive thinking model, you see - it has measurable benefits, can be developed with multiple CRM platforms, as well as enhances the maintenance of seamless two-way data interactions.

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