If you aren’t snapshotting your CRM on a periodic basis, you’re missing out on a ton of analytics for your sales pipeline. If you are taking snapshots, congratulations! You’re in the top 10%. However, let’s be sure you’re aware of a simple, cost-effective way to capture snapshots. You can take advantage of the latest technology stack in modern data warehousing: Azure Synapse.
Synapse is a simple way for anyone to setup periodic snapshots of data and store it endlessly in a data lake. You can also write SQL queries on top of that data right from the data lake. A little something called “data on read”. Using those queries, you can import data into any BI tool, like Power BI, to deliver visibility into what happened at any given moment. Let’s review how this is all done within Synapse’s UI and how to leverage its serverless SQL pools with Power BI to gain critical insights into your sales pipeline.
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