IntegrationsRapid Power BI + Salesforce integrations
Build winning, data-driven sales practices and power rapid growth with Microsoft Power BI + Salesforce integrations on the low-code Tray Platform. Need Power BI + Salesforce connectors to build analytics-based sales practices and drive targeted customer engagement? Any business user can rapidly stand up custom integrations that equip sales teams with game-changing data visualizations and insights.
Our 100% visual, drag-and-drop builder makes it easy for you to bi-directionally sync Power BI + Salesforce with any data source, without relying on IT support. You can connect with flat files (such as CSVs), webhooks, email, FTP, spreadsheets, and all of your cloud-based tools (even using data within custom fields). Connect your entire tech stack to unlock the full value of your data and build sales practices that help you win more.
You can seamlessly sync robust customer data insights with highly efficient sales processes using powerful, multi-step Power BI + Salesforce automation. Design your own custom, automated workflows that flow up-to-date insights across sales teams to drive alignment, prompt rapid follow-ups with hot leads, and massively boost workplace productivity.
AutomationAutomate Power BI + Salesforce to fuel growth
Win more high-value deals, follow-up with hot leads fast, and build robust, data-centric sales practices to out-compete the rest of your industry with powerful Microsoft Power BI + Salesforce automation. You can easily automate any process by connecting Power BI + Salesforce with all of your favorite tools, including your ERP, customer data platform, data warehouse, sales engagement tools, internal chat tools, email, e-commerce software, customer support tools, and marketing automation platform.
We provide a wide array of pre-built connectors, data helpers, and custom logic operators, so that you can automate with unparalleled agency and flexibility. You can segment the hottest leads in your pipeline and deploy rapid, personalized engagement to boost win rates and revenue growth. You can easily visualize and share revenue data to drive strategic sales practices and launch more-effective campaigns. You can sync Power BI + Salesforce with e-commerce and customer data platforms to regularly generate up-to-date insights into customer behavior and boost retention and conversion.
Whether you work in sales, marketing, analytics, revenue operations, customer support, demand generation, finance, business operations, e-commerce, or any other team within your company, you can connect with Power BI + Salesforce at the API level to launch limitless operations on any custom trigger.
Use casesCompetitive + data-driven sales ops at scale
Both business users and power users rely on the Tray Platform to solve their unique challenges. Our platform pairs ease-of-use with robust processing power, and can reliably execute heavy-duty jobs and process massive volumes of data every day. Any process you build will automatically scale as your data needs evolve, thanks to our elastic, serverless architecture.
Need to auto-generate rich dashboards that visualize deal status, hot leads, and pipeline to build more-informed sales engagement? Need to flow product usage insights across your sales teams to engage prospective customers with high-value use cases? Need to unify and analyze customer profile data from Salesforce and your customer data platform to develop hyper-personalized web chat and win more new customers? Automate and integrate without limits by connecting Power BI + Salesforce with a variety of popular tools, including Microsoft Office 365, Google BigQuery, Adobe Analytics, ServiceNow, Oracle NoSQL, HubSpot, Zendesk, SAP ERP, Marketo, and NetSuite.
Leading firms across industries trust our enterprise-grade security to handle even their most sensitive data. We are SOC 2 Type 2-certified and compliant with essential data privacy laws, including GDPR, CCPA, and HIPAA.
