Salesforce
Enrich your Salesforce data with your invoicing, accounting, marketing, and data sitting in Excel files with ClicData.
- Enterprise App
Integration Overview
With ClicData’s native connector, bring data from Salesforce in a click of a button. ClicData becomes your all-in-one data analytics platform: store historical data from Salesforce and all your systems, cleanse, combine and visualize all your data in just a few hours. Automate the data refresh, alerts and dashboard publication with ClicData’s Schedules features.
Key Benefits
- Measure your marketing ROI by combining your Revenue data with your inbound and outbound spends from your financial system
- Keep track of your sales team productivity: Dials, Outbound emails, Deals In Progress / Closed, Task Completion
- Build a unified view of your marketing, service, sales, support data to bridge the gap in your customer journey
- Set custom thresholds and get alerts whenever they’re reached to stay on top of your team and campaigns’ performance
Sample Metrics
- Conversion rate by Segment
- CPL by Segment or/and Channel
- Avg Time to Close by Segment
- Number of Dials by BDR / Account Executives
- ROI by Marketing Channel
Dashboards built with Salesforce
Ready to get started?
Your first dashboard up and running by the of the day. Challenge accepted!
