IntegrationsIntegrate Power BI + Claritysoft with ease
Build data-driven sales practices that win more deals with quick and easy Microsoft Power BI + Claritysoft integrations on the low-code Tray Platform. Any business user can rapidly stand up custom integration using our 100% visual, drag-and-drop builder. Bi-directionally sync Power BI + Claritysoft with any data source, without relying on IT support.
Need Power BI + Claritysoft connectors to seamlessly flow actionable customer insights across your sales and support teams? You can swiftly connect email, webhooks, FTP, flat files (such as CSVs), spreadsheets, and all your cloud-based tools (even using data in custom fields). You can connect your entire tech stack to effortlessly share interactive dashboards that boost win rates and spur growth.
Establish data-driven sales processes at scale with powerful Power BI + Claritysoft automation. You can build multi-step, automated workflows that equip sales teams with real-time customer insights, streamline data sharing and analysis, and make your sales and business intelligence processes quicker and more efficient.
AutomationPowerful Power BI + Claritysoft automation
Boost sales performance and design winning, analytics-based sales strategies with robust Power BI + Claritysoft automation. With our library of pre-built connectors, data helpers, and custom logic operators, you can quickly and easily design customized, automated workflows that meet the needs of any use case.
Automate any process and launch limitless operations on any custom trigger by connecting Power BI + Claritysoft with all of your favorite tools, including your ERP, data warehouse, customer data platform, marketing automation platform, internal chat tools, email, HR information systems, and customer support tools. You can connect with Power BI + Claritysoft at the API level to boost personalized customer interactions, drive strategic alignment between sales and marketing, and fuel winning sales and support practices by merging customer profile insights with purchase and usage data.
Anyone in sales, marketing, business operations, customer support, demand generation, analytics, or any other team, can easily build flexible Power BI + Claritysoft automation. Run a more-efficient sales operations practice and win more deals with Power BI, Claritysoft, and the Tray Platform.
Use casesSophisticated customer data insights at scale
We built our platform on elastic, serverless architecture to ensure that your processes automatically scale as your data needs change. We designed our platform to pair ease-of-use with the ability to seamlessly handle massive quantities of data and execute heavy-duty jobs that process billions of events daily.
Need to unify customer data from Claritysoft with product usage data from your customer data platform to unlock business intelligence insights that fuel hyper-personalized web chat and engagement? Need to bulk update your CRM records to promote data hygiene and generate more-accurate data insights? Need to instantly share conversation intelligence and social media engagement data visualizations with your sales teams to help them win more deals? You can build powerful, sophisticated processes by connecting Power BI + Claritysoft with a variety of popular tools, including GitLab, Google Cloud, Okta, Firebase, JDBC, Grafana, Apache Kafka, ClickUp, and Prometheus.
Security experts at leading firms trust our platform’s enterprise-grade security to handle their most sensitive information. The Tray Platform is SOC 2 Type 2-certified and compliant with all major data privacy regulations, including GDPR, CCPA, and HIPAA.