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Average Ratings 0 Ratings
Description
Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.
Description
The Power BI Connector for monday.com offers a seamless no-code integration that facilitates the export of data from monday.com into Microsoft Power BI for efficient reporting and analytical purposes. Users can select specific boards, groups, columns, and item types for export, while the connector automatically establishes data-table relationships in Power BI, eliminating the need for manual modeling. The installation and configuration process is entirely conducted through the monday.com interface, requiring no coding or third-party tools. Additionally, scheduled refreshes ensure that your Power BI reports remain synchronized with updates from monday.com without the hassle of manual exports. Emphasizing security, all requests are encrypted, signed, and authorized according to monday.com permissions, with no customer data being stored. The Power BI Connector for monday.com is a vital component of Tempo's BI connector offerings within its Strategic Portfolio Management (SPM) suite, which also includes connectors for platforms like Jira and ServiceNow, thus enhancing the ability to integrate and analyze data across various systems effectively.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Microsoft Power BI
No
Salesforce
Yes
Zapier
Yes
monday AI work platform
No
Integrations
Microsoft Power BI
Yes
Salesforce
No
Zapier
No
monday AI work platform
Yes
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Pricing Details
$10/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Arrows
Founded
2018
Country
United States
Website
arrows.to/features/
Vendor Details
Company Name
Tempo Software
Founded
2009
Country
Iceland
Website
www.tempo.io/products/power-bi-connector-for-monday
Product Features
Customer Success
Account Alerts
No
Account Management
No
Communication Management
No
Customer Engagement
No
Customer Lifecycle Management
No
Health Score
No
Onboarding
No
Revenue Management
No
Usage Tracking / Analytics
No
Win / Loss Analysis
No