Social Media Strategy Reporting

Last year, Hootsuite published its Digital 2019 Global Digital Overview — a comprehensive report providing a range of insights about digital engagement: how people use the internet, mobile devices, social media, and e-commerce websites. At the time, there were almost 3.5 billion active social media users worldwide—amounting to about 45% of the world’s population—and still, the…

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How To Become Bi Ready

Managers and organizational chiefs know that their company data has a story to tell. Non-profits, academia, and businesses alike care about the success of their organizations and ultimately want them to meet their goals. That desire to reach their objectives and accomplish their business goals as effectively as possible drives the impulse to upgrade reporting…

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What is a tag? Most, if not all, CRMs use tags. A quick and generic definition of a tag is “a unique identifier that can be added by a CRM user to any given contact, company, blog, or deal within a CRM.” Tags are also known by other names, such as categories, contact types, classifications,…

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Blog Mistakes To Avoid Customer Service Performance

As Peter Drucker famously wrote in The Practice of Management, “what gets measured, gets managed.” Small and medium-sized businesses (SMBs) have begun to embrace the power of measurement in everything from marketing campaigns to recruitment initiatives in recent years. Leveraging tools like Google Analytics, Facebook Ads Manager or through CRMs, CMOs, CFOs, and HR heads…

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Need Data Coach

Data management can be tricky especially as data volume increases and data formats are more and more diverse. Today I’m going to tell you more about our customers’ profiles. As we illustrate their data challenges with testimonials, you may recognize yourself in one of them and have a chance to learn from their experience. In…

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Microsoft Advertising Reporting Clicdata

We’re always super excited to expand our list of data sources for our users by launching new connectors on our Business Intelligence platform. In our previous platform update, we released a connector for Microsoft Advertising. Here are the simple steps to connecting data in your SEM platform to create actionable, insightful reports for your marketing…

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Blog How To Make Simple Financial Reports

Financial reporting does not have to be a painful process! In most companies, even the most basic financial KPIs can be quite difficult not only to create but also to maintain in order to ensure that everyone is working with the most updated numbers. In other cases, these 2 steps actually work well and it’s…

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Data Management Agile Organization

Good data governance makes quality information timely available throughout the lifecycle of the organization. This should include aspects of availability, usability, consistency, data integrity, and data security. Governance should, however, adapt data processes to the needs of the parent agile organization. That said, effective data management does not exist outside the rest of the IT…

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Difference Bi Dataviz Data Analytics

A few decades ago, the term “business intelligence” emerged as an umbrella term—much like “big data,” “web 2.0,” and “artificial intelligence”—to represent a set of technologies and processes that together provide business metrics for business users. Typical business intelligence (BI) implementations require the creation of a data warehouse—a placeholder for the business’ key data tables,…

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4-steps-traffic-dashboard-clicdata

Google Analytics world 1st used tool to track website traffic and conversions mostly because it’s free and very thorough. You can find a LOT of information, maybe too much. It takes a little bit of practice and time to familiarize yourself with Google Analytics interface. If you want to go deep into your traffic analysis,…

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Key Insights From Accounting Platforms

Small business owners need real data in order to make the smartest decisions. Passionate ideas and creative strategies are great, but without numerical insights to guide decision-making, you could end up closing your doors and not knowing why. Accounting gets quite a dull rap in the business world, but it’s more than just bean-counting. Modern,…

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Automate Customer Onboarding Process

Automating your processes(1) can help drive down costs, boost success rate, and increase the efficiency of the workflows in your business. In this post, I’ll break down every step along the way to setting up an integration between Process Street and ClicData, using the client onboarding process as an example. The goal is to set…

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top-14-marketing-kpis

Social media is continuing to play a greater and greater role in the purchasing decisions we make. Numerous studies demonstrate the increased integration of social media engagement with buyer decision-making. Social media influences sales more than ever Collective Bias conducted a survey among 14,000 respondents in US and indicated that as much as 70% of…

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Stunning Marketing Dashboards

We are all past the fact that marketing data analytics and reporting are absolutely vital to monitor the performance of your activities. But does it have to a REAL pain every time someone asks for a report? Of course not. Measuring the results of your marketing efforts should be easy, agile and to the point.…

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