B2B Customer Acquisition: Tactics & KPIs

With ClicData, we were able to build a consolidated set of financial statements for our clients that can be drilled-down and filtered by entity and across periods. We also built a performance dashboards so that they monitor their operational metrics. We built over 20 dashboards in a few months.

Our reporting was entirely done manually on Excel. We spent a lot of time exporting the data, and managing spreadsheets. We're now able to automatically import the raw data very easily into ClicData, it's a huge time saver. Once it's imported, we simply refresh the data and everything's available to everybody.

We needed a platform to use with our clients to track all their marketing channels performance. With ClicData, we built dashboards to monitor website performance and social media engagement for our clients. Not only it improved our conversations, but they now have access to their metrics whenever they need them. 

ClicData allows us to automatically extract, create and distribute our daily and weekly figures, completely blended with our company objectives, which has allowed us to know exactly how Sharps is doing, how we are performing. Now, we know that the data that we see at 9AM is accurate as of 9AM. 

We run our eCommerce business on different channels including our website, Etsy and eBay. Our reporting was done on massive Excel spreadsheets that were crashing all the time. With ClicData, we integrated all our systems directly which was a huge time saver. We went further and included our data warehousing system to track our inventory levels and correlate them to our sales.