BI Tools vs Spreadsheets: Which Does Your Team Need?
The framing that gets teams into trouble: spreadsheets are bad, buy a BI tool. That is often the wrong answer. The right question is what specific problem you...
The framing that gets teams into trouble: spreadsheets are bad, buy a BI tool. That is often the wrong answer. The right question is what specific problem you...
Tableau is one of the best data visualization tools available. It is also one of the most expensive, and the pricing page does not tell the full cost...
Most BI dashboards stop being used within the first month. The data team spent weeks building them. Leadership was excited. Usage dropped to near zero. This is not...
SendGrid is a transactional email and marketing platform. Its data model covers contact lists, suppressions (unsubscribes, bounces, spam reports), email templates, campaigns and statistics. Import and export capabilities...
Omnisend is an email and SMS marketing platform built for e-commerce. Its data model centres on contacts, segments, tags, campaigns and automation workflows. The platform has deep Shopify...
Kit (formerly ConvertKit) is an email marketing and creator commerce platform. Its data model centres on subscribers, tags, segments, sequences and forms. Automations and email sequences cannot be...
Insightly is a CRM and project management platform. Its data model covers contacts, leads, organisations, opportunities, projects and tasks. Import and export capabilities are available for all core...
Freshsales is a sales CRM with built-in email, phone and activity tracking. Import and export capabilities centre on contacts, accounts, deals and leads. Activity history is accessible via...
Odoo uses a concept called External ID for data management. Understanding it is the single most important thing before attempting any import or export. External ID is a...
Miro is a visual collaboration platform built around boards. “Data” in Miro means board content: sticky notes, shapes, connectors, images, documents and embedded cards. Export formats reflect that...
Help Scout does not have an “Export Everything” button. Its native export covers reporting metrics only. Conversation thread contents, customer records and knowledge base articles require the API...
Wrike organises work around folders, projects and tasks. Import and export capabilities centre on these objects. Attachments, comments and time logs have separate handling. This guide covers CSV...