ClicData – Agile CRM

CASE STUDY

ClicData A leading provider of

cloud-based dashboard systems

that improves business efficiency

through better reporting.

Agile CRMAn integrated CRM for sales and marketing that simplifies sales enablement, marketing campaigns, telephony, web

engagement & mobile marketing.

ClicData had issues connecting and tracking their leads manually. Additionally, they required their sales and marketing tasks to be integrated seamlessly.

PROBLEM

Agile CRM provided integrated features that helped ClicData to automate their nurturing campaigns and sales + marketing workflows.

SOLUTION

HIGHLIGHTS

Reduce turnaround time and lead follow-up to

between 1-2 days Increase sales

conversion by 30% compared to last year

Increase lead follow-up by 90%

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Challenges of ClicData• It needed timely communication

with its prospects• It needed regular tracking of

prospects’ movement• It needed sales and marketing

tasks to be automated• It needed to block unnecessary

information or data leaks

Solutions by Agile CRM• Its Campaign feature automated all

the sales & marketing tasks for ClicData

• It provided prospect nurturing automation including sending and tracking emails

• It provided extensive API that allowed ClicData to sync all their data in one CRM system

Benefits of CRM Adoption• ClicData created custom dashboard

widgets and integrated with external applications

• ClicData increased the productivity of their sales and marketing teams using workflow automation

• ClicData improved their deal flow and prospect buying cycle using prospect nurturing campaigns

By far Agile CRM is the best marketing

automation and sales cloud based system

around.– Telmo Silva, CEO, ClicData

• ClicData increased the lead follow-up rate to 90% and improved sales conversion to 30%

• ClicData improved its ROI measurability, and its sales & marketing teams is striving to generate higher revenues

Get the full case study here: https://www.agilecrm.com/blog/case-

study-clicdata-agile-crm/

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