• Enterprise App

Salesforce

Enrich your Salesforce data with your invoicing, accounting, marketing, and data sitting in Excel files with ClicData.

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Integration Overview

With ClicData’s native connector, bring data from Salesforce in a click of a button. ClicData becomes your all-in-one data analytics platform: store historical data from Salesforce and all your systems, cleanse, combine and visualize all your data in just a few hours. Automate the data refresh, alerts and dashboard publication with ClicData’s Schedules features.

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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LinkedIn

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Sage 50

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MySQL