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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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ClicData + Priority ERP

Get data from Priority ERP in minutes with our connector

Connect and unify data from any source

Instantly connect all your Priority ERP data to 250+ applications, systems, databases, or files, on-premise or in the cloud. Clean, transform, and forecast your data for a single source of truth.

Customize & automate your reporting

Go beyond Priority ERP analytics to visualize any KPI in custom and fully interactive dashboards, or pixel-perfect reports. Automate data updates, alerts, and publication to focus on what matters.

Share insights that drive business impact

Power decision-making at all times with fresh, reliable, and accessible data. Automatically send dashboards & reports to your teams, clients, and stakeholders, so everyone’s aligned.

How to connect Priority ERP to ClicData?

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  • 1 Set up your connection
    Simply create a connection between your system and ClicData in just a few clicks.
  • 2 Get the structured data you need
    Select which data table you want to pull and ClicData will pre-format and load it for you.
  • 3 Transform, visualize, and share your data
    Clean, merge, and filter your data. Visualize it in custom dashboards or reports, and share it with your teams, clients, or stakeholders.
Read documentation

What benefits can you get?

  • 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

What can you measure?

  • 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

Track all your KPIs in custom & interactive dashboards

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FAQ

ClicData offers you more flexibility for your reporting needs, in multiple ways:

  • store historical data to perform YoY analysis and comparisons over time
  • clean, transform, calculate, forecast, and enrich your data with 250+ sources
  • build custom metrics and visualizations that answer key business questions

Ready to get started?

Your first dashboard up and running by the of the day. Challenge accepted!

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