• Cloud App

Keap

Connect your CRM, sales and marketing campaigns data and create real-time dashboards to better drive your business.

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Integration Overview

Build powerful and custom metrics and dashboards with your data from Keap and from all other systems. Cleanse, transform and enhance the data with our Data Flow module. Automate the data updates, alerts and dashboard publication with our Schedule features.

Key Benefits

  • Leverage our 70+ widgets to visualize your marketing and CRM data easily
  • Compare Conversion Rates by Channel and Segment to optimize your marketing budget
  • 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
  • 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

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