Insights for Podio: A Tool that Provides the User Both a High-Level workspaces

Insights for Podio

A customer relationship management system like Podio is one of the essential tools for businesses to thrive. 

However, most businesses overlook introducing new CRM software, failing. 

A study by CIO suggests that 70% of CRM software fails due to an inability to track the system’s health and the entire business process.

As part of Podio’s cloud-based CRM software, continuous monitoring of the system’s health is necessary to identify where the system is lacking and how the deficiencies may be corrected.

The strength of Insight for Podio lies here.

This blog offers a wealth of information about Insight for Podio, including its features, pricing, and so on, that will help you better understand the tool.

So, let’s get started. 

What is Insight for Podio?

Insight for Podio is a tool designed to provide high-level and granular views of the workspaces to users.

Podio’s workspaces are a hub for all collaboration and communication within the platform. In a granular view, the business can see high-level data about many small and distinct parts of the company that will help make decisions.

This tool also allows the business to create a document describing the Podio architecture in order to track why certain items were added to the CRM.

Insight for Podio Features

The tool employed plenty of helpful features to enable Podio developers to overcome its critical problems. Moreover, the device allows the developers to create a dashboard for each client where they keep track of the entire information of software:

Provides the App Details

The Podio apps are tools that teams use to organize their work and track their projects’ progress while working to ensure every goal is met. 

Here is a sneak peek at plenty of the information app provides;

  • The structure and metadata of the application are displayed on this page at a high level and in greater detail to make it easy for the business to use it for the decision-making process.
  • Not every business person belongs to a technical background, but Podio for Insight provides an intuitive view of the calculation in a user-friendly way. With this, business people have a detailed view of which apps, items, and relationships are playing a role in the calculation.

Calculation

The calculation process in Podio can often seem complex. For example, Insight for Podio does the heavy lifting in this area. A developer often struggles to figure out which field comes from which app, but this tool lays out the complete details of that calculation.

 

Insights of Globiflows

With GlobiFlow for Podio, you can automate workflows, view data visuals, and process reports using Citrix Podio.

Insight for Podio opens up a variety of possibilities to make sure the automation of the workflows is never hindered:

  • With the visual reference of every field, you will have a granular view of every field. As a result, you can make appropriate adjustments before deleting a field so that original calculations are not impacted.

Field Dependency Graph

With the help of the dependency graph, Insight for Podio represents each field used in the calculation. So let’s learn how this Podio extension can help you:

  • A complex Podio can make understanding which fields play what roles hard to track, so it is helpful to have a graph to show how many fields each field utilizes.
  • The Insight for Podio tool creates a detailed hierarchy of field dependencies, so you can see what fields depend on what.

Documentation

Therefore, Insight for Podio documents your Podio architecture to make it easier to keep the complete information of it:

  • Each field should be documented while being created to ensure its purpose is understood throughout the calculation process. 
  • A consolidated note summary can be generated from saved notes in an app or field notes and shared with clients. 

Final Take

A description of Insight for Podio will not suffice to describe its capabilities. This is one of the most indispensable tools that an organization can use in order to unleash the true potential of Podio for their business.  

Furthermore, this tool also offers a variety of pricing options so that it is always a cost-effective solution that will be able to meet the needs of customers at every level of business whose business is CRM software based.

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