Connect Freshsales to Looker Studio
Leverage Windsor and use our no-coding tools to integrate customer data into Looker Studio. Make your sales pipeline with Freshsales more efficient and seamlessly convert data and view it via an interactive dashboard. Instantly translate business data into dynamic visualization, enabling the swift identification of opportunities.
Why do I need Freshsales and Looker Studio integration?
By consolidating Freshsales with Looker Studio, you can combine your sales data from Freshsales and data from other sources like marketing analytics, website traffic, and customer support metrics. You get a holistic data analysis that provides more insights into your business performance and customer behaviors. Gain access to real-time information on your sales, deals, and leads to empower timely decisions.
Advance sales performance tracking
Freshsales and Looker Studio integration allows for the capitalization of Looker Studio features like customizable dashboards. You can customize the dashboard based on the KPIs to gain an extensive understanding of key metrics like sales pipeline, conversion rates, and deal velocity. Use the insights to identify areas that require improvements and optimize the business’ sales process.
Seamless workflow automation
Leverage Looker Studio’s features, like integration capabilities, to automate routine activities and simplify workflows. Set up automated data syncs between Freshsales and Looker Studio to ensure reports are up-to-date without tedious manual intervention. Automation saves time that can be used to focus on other tasks like data analysis and sales-driven initiatives.
Customize CRM reporting
Synchronizing Freshsales data with Looker Studio helps businesses design CRM reports that align with their goals and needs. This is enabled by Looker Studio’s flexible reporting through customized reports and dashboards. You can design reports to meet specific CRM needs and generate valuable insights. Users can also harness Looker Studio’s drag-and-drop interface to personalize report layout, formatting, and style, ensuring insightful reporting of CRM data.
Improve lead management
Tap into Looker Studio’s advanced analytics capabilities to analyze the data and gain valuable insights into business’ leads’ journey via the sales funnels. Better understand lead behaviors by visualizing its data with other metrics, such as marketing campaign performance and website traffic. Use the insights to single out possible leads and capitalize on lead management approaches that drive conversions.
Data-driven decision making
Get access to Looker Studio’s features, such as visualization through charts, graphs, and more, to better understand CRM operations and performance. Gain insights into key aspects like sales performance trends, visualize seasonal changes, and identify customer behavior patterns through Looker Studio’s insights. Understand the impact of marketing campaigns on sales and different aspects that influence sales performance and make data-driven decisions.
Scale CRM operations
Combining Freshsales with Looker Studio allows real-time updating of data from diverse sources to navigate the dynamic CRM field. The source can be from formal and informal customer touchpoints such as social media that forms an important CRM data segment. Combining such data in Looker Studio allows a comprehensive mapping of the customer journey, helping the business to remain agile and respond to market trends. This helps tailor marketing strategies for efficient CRM processes.
Improve sales prediction and forecasting
With Looker Studio’s advanced analytics features, such as predictive modeling, you can create models to help the business uncover deeper insights and trends in sales data to make more accurate sales predictions. Merge past sales data from Freshsales to gain a better understanding of the CRM operations and anticipate market changes with better precision to enhance sales performance.
Prerequisites
To set up the connector, the user should have:
- Freshsales account (Visit our privacy policy and terms of use)
- Google account for Looker Studio integration.
How to connect Freshsales to Looker Studio
1. Register
Register or login if you already have an account.
2. Select your source
You need to select Freshsales as a Data Source and Grant Access to Windsor.ai.
3. Select the fields on the right.
Select the fields on the right to later use in your data source.
4. Select Destination
Go to “Select Destination” and Choose Looker Studio.
5. Sync and authorize data
Select “connect” and authorize access to your data source.
FAQs
What is Freshsales?
Freshsales is a cloud-based customer relationship management solution that helps businesses in various industry verticals control their interaction with potential and existing customers. It comprises features such as sales lead tracking, one-click phone, event tracking, sales management, and more. Users can personalize bulk emails from Freshsales and monitor their activities. The inbox is automated, prioritizing emails from contacts and leads that are waiting for responses.
What is Looker Studio?
Looker Studio is a popular business intelligence tool that helps businesses transform data into customizable, informative reports and dashboards. It consolidates data from various sources into one platform, making it easy for reports to proffer embedding to any web page or intranet. Also known as Google Data Studio, Looker Studio offers extensive features like free tools, integration capabilities, report embedding, and templates, which are applied depending on users’ needs.
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