Microsoft Power BI vs. Nutshell CRM

Has significantly improved collation of data and visualisation especially with business across Europe. Has given me the ability to see the Site availability at the click of a button to see which Site is in the "money" and seize opportunities based on Market data

Incentivized

This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.

• Options for data source connections are immense. Not just which sources, but your options for *how* the data is brought in.
• Constant updates (this is both good and bad at times).
• User friendliness. I can get the data connections set up and draft some quick visuals, then release to the target audience and let them expand on it how they want to.

Incentivized

• Customization - we are able to make Nutshell make the most sense for our company and processes
• Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
• Tags - allow us to prioritize leads and segment our customers and potential customers
• Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
• Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place

Incentivized

• It would be easier for users could Microsoft Power BI and Excel used the same programming languages.
• Would like to see the online version of Microsoft Power BI be as powerful as the desktop version.
• Publishing a Microsoft Power BI file online and then having to save the file is somewhat redundant.
• Would like to export each page or chart as an image.

Incentivized

• integration with email doesn't work as advertised
• would like integration with quickbooks
• If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

Incentivized

Microsoft Power BI is an excellent and scalable tool. It has a learning curve, but once you get past that, the sky is the limit and you can build from the most simple to the most complex dashboards. I have built everything from simple reports with only a few data points to complex reports with many pages and advanced filtering.

This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.

Incentivized

Automating reporting has reduced manual data processing by 50-70%, freeing up analysts for higher-value tasks. A finance team that previously spent 20+ hours per week on Excel-based reports now does it in minutes with Microsoft Power BI's automated Real-time dashboards have shortened decision cycles by 30-40%, enabling leadership to react quickly to sales trends, operational bottlenecks, and customer behavior.

Incentivized

Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues

Incentivized

It is a fantastic tool, you can do almost everything related with data and reports, it is a perfect substitutive of Power Point and Excel with a high evolution and flexibility, and also it is very friendly and easy to share. I think all companies should have Power BI (or other BI tool) in their software package and if they are in the MS Suite, for sure Power BI should be the one due to all the benefits of the MS ecosystem.

Incentivized

Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.

Incentivized

It was integrated with our erp easily and was accessible on cloud.

Incentivized

Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved

Incentivized

Microsoft Power BI is free. If I didn't want to create a custom platform (i.e. my organization insisted on an existing platform that I *had* to use), I'd use Microsoft Power BI. For any start-up or SMB, I'd just use Claude & Grok to build it quickly, also for free. Would not pay for Tableau or Sigma anymore. Not worth it at all.

Incentivized

When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.

Incentivized

• Power BI usage reduced the effort of analytical reports creation by about 80%
• Empowered all the level of employee to be more vigilant of the data and business insights, gained the profit of 8% overall.
• AI-powered predictive analytics improved forecasting accuracy by 17%, that topped the overall sales.

Incentivized

• Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
• One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.

Incentivized