• Web Services & API

Priority ERP

Build consolidated and insightful reporting for your executives by combining data from Priority ERP and all your company systems including CRM, marketing applications and Excel sheets with ClicData.

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Integration Overview

Using ClicData, you can connect your Priority ERP solution to a end-to-end BI solution to create customized dashboards. For instance, if you are tracking your orders using Priority and would like to combine them with the marketing efforts or to create a executive dashboard showcasing all solutions, then using ClicData you will be able to get advance insights.

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

We integrate with all your company systems

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Salesforce

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HubSpot

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Xero