2. ClicData
A leading provider of cloud-
based dashboard
systems that improves
business efficiency
through better reporting. Agile CRM
An integrated CRM for sales
and marketing that
simplifies sales
enablement, marketing
campaigns, telephony,
web engagement &
mobile marketing.
3. ClicData had issues connecting and tracking
their leads manually. Additionally, they
required their sales and marketing tasks to be
integrated seamlessly.
PROBLEM
4. Agile CRM provided integrated features that
helped ClicData to automate their nurturing
campaigns and sales + marketing workflows.
SOLUTION
5. 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%
7. 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
8. 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
9. 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
10. 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
11. Get the full case study here:
https://www.agilecrm.com/blog/case-study-
clicdata-agile-crm/
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