Automated Customer Reporting

Customer Reporting Becomes Powerful When Automated

I often tell my salespeople, along with my partners throughout the world, never confuse activity with productivity, and yet we all do it anyways, and here is why. There is an inherent need to understand the actions that create productivity and, in this case, that productivity is bottom line sales.

ClicData has a significant number of clients who manage Sales KPIs using Business Intelligence. In an earlier blog post, I noted that there are several KPIs that every sales leadership team utilizes and many more that go beyond the standard pipeline, dials, talk time, quotes, proposals, cost of sales, etc. 

However, what if your business model is to actually produce the activities that leads to sales? What if your company was one that people looked to for accelerated sales activity and you were being paid to do just that, produce activities that lead to sales? 

A customer spotlight on performance reporting.

As a Business Intelligence and Dashboarding company, ClicData changes the way businesses spend their time with data, KPIs and performance management in general. I want to share a bit about ScaleX.ai, one such company who leverages ClicData to improve the way KPIs are seen and more importantly, consumed.

ScaleX.ai is a sales acceleration as a service company that is powered by artificial intelligence. What this means is the within ScaleX.ai’s secret sauce lies the ability to deliver three years of sales activities in 3 months, which means ScaleX.ai is delivering 30,000+ sales activities (15,000+ dials, 12,000+ personalized emails, and 3,000+ social selling activities) over three months.  ScaleX.ai customers are paying them to produce activities that produce results (sales).   

So, why did ScaleX.ai need a flexible dashboard and business intelligence solution? The answer is accountability. The reason successful organizations embrace real-time KPI measurement is that they welcome accountability.  ScaleX.ai understands that measuring the KPIs promised and having an “any time” performance report available, it ensures that their customers are never in the dark and that they welcome the accountability, and thus, always ensure performance against what was committed (an under promise, over commit sort of thing).

Customer reporting: How Scalex.ai went from days to seconds

As you can imagine, putting together reports that chronicle the historical performance, against a set of commitments, that involves multiple systems and tens of thousands of data points would be extremely time-consuming.  Extracting data from telephony, marketing platforms, social media, and email on a daily basis, then blending that data and finally plotting all of that into an application, such as Excel, took all day and consumed a full-time headcount. A lot of the time, the best that could be accomplished was a weekly summary report of KPI performance. By using a flexible platform such as ClicData, ScaleX.ai is able to connect once to their business systems and provide a Live Link for each customer and each campaign, allowing their customers to see progress against committed KPIs at any time.

Shannon Miller, the director of Operations for ScaleX.ai was the first to realize the massive benefits of not having to rely on Excel for their reporting.

I’m a big fan of ClicData and use it constantly – not just for the reporting, but for data management as well.  It’s a lot easier to merge different sets of data using ClicData than it is with Excel. The power, flexibility and white label features are better than anything else on the market.

Shannon Miller, Director of Operations at ScaleX.ai

Automation is the key

Automation is the key in turning the drudgery of a basic Excel report, that was elementary at best, into a machine that keeps up with the speed of the ScaleX.ai sales activity engine. ScaleX.ai is able to do more with fewer resources, provide more custom reporting and speak from a universal version of the truth between them and their clients.

As an aggregator of best-of-breed sales AI and sales acceleration solutions, we chose ClicData to present a single dashboard for our customers so that they can visually see the progress and trends of the activities, meetings, and pipeline that we create for them. After reviewing the alternatives, there was no other solution that came close to ClicData!

Chad Burmeister, CEO at ScaleX.ai

The power of ClicData for more productive sales teams

ClicData allows a sales AI and sales acceleration company to focus on their clients and commitments and not on creating reporting. The power and flexibility of ClicData provides an automated way to deliver a live, dynamic and uniform business intelligence solution via real-time reporting and KPI visualization.  

Productivity is always the ultimate goal, KPIs measure the activity required to meet those goals and flexible business intelligence is how you measure the activities required which lead to success. 

If you are spending time manually extracting data, producing one-off reports and not embracing the power of automation, you are already behind the companies who are, and your spending more to produce less actionable insights into the activities that are producing the results your company requires.

But you can still elevate your game and adopt a fully-automated, 100% cloud-based and intuitive Business Intelligence solution to help your sales teams get more done. Discover ClicData for Sales teams.

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