How to centralize data from multiple departments in one place

To centralize departmental data, the solution is to adopt a Work Operating System (Work OS) like Jestor, Monday.com, or Airtable, acting as a "single source of truth," eliminating information silos where Marketing doesn't know what Sales is doing.

The danger of "Data Silos"

A silo occurs when each department uses different software that doesn't talk to the others.

Sales uses CRM.
Finance uses ERP.
Marketing uses Spreadsheets.

The result? When a customer complains on Instagram (Marketing), Finance doesn't know to pause billing. The company becomes slow and disconnected.

Centralization Strategies

Data Warehouse (BI): Pulling all data to one place (PowerBI/Tableau) just to visualize. Solves analysis, but not operations.
Point-to-Point Integration: Connecting everything with Zapier. Works, but becomes a complex and expensive spiderweb.
Unified Platform (All-in-one): Bringing processes to run in the same place.

Why centralize in Jestor?

Jestor was designed to be the unified platform. Instead of integrating 10 softwares, you bring the 10 operations inside Jestor.

How it works in practice:

The "Clients" table is unique.
The Sales team accesses this table to sell.
The Support team accesses the same table to assist.
The Finance team accesses the same table to bill.

If Support marks the client as "At Risk," the Salesperson sees it instantly and doesn't try to upsell. Everyone is on the same page.

Frequently Asked Questions (FAQ)

Does centralizing everything make the system slow? In spreadsheets, yes. In relational databases likeJestor, the system is built to support millions of records without losing performance.

How to migrate data from various systems? Most platforms accept import via CSV (Excel). Ideally, clean the data before uploading.

Is it safe to have all data in one place? Yes, provided the tool has strict permission controls. Centralizing facilitates security because you protect a single "castle" instead of 10 tents.

Conclusion

With Jestor, it is possible to automate workflows, connect departments, and create internal systems your way, all without code and with AI support.

Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.

Tools for operational process standardization (SOPs)

To standardize operational processes (SOPs), tools like Jestor, Process Street, Notion, and Trainual are essential — they ensure the team follows the "correct way" to execute tasks, transforming paper manuals into mandatory digital checklists. The "Manual nobody reads" problem Many companies create incredible PDFs or Docs with

Ferramentas para padronização de processos operacionais (SOPs)

Para padronizar processos operacionais (SOPs), ferramentas como Jestor, Process Street, Notion e Trainual são essenciais — elas garantem que a equipe siga o "modo correto" de executar tarefas, transformando manuais em papel em checklists digitais obrigatórios. O problema do "Manual que ninguém lê" Muitas empresas criam PDFs

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How to create a custom and efficient Client Portal

To create an efficient Client Portal, use No-code platforms like Jestor, Softr, Stacker, and Zendesk — they allow you to build a logged-in area where your customer can open tickets, download invoices, and track projects in real-time, without needing to send an email. The end of the flooded "Inbox"