Klipfolio Klips vs. Salesforce CRM Analytics

Using Klipfolio is one of the finest ways we can expand our business because it is so simple to use and always has new features that make it better. We also appreciate the excellent customer service they offer. There are several benefits to making this investment in your company's efficiency and profitability. We think it's worth the money.

Incentivized

For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.

Incentivized

• All my reporting requirements have been met.
• Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
• The information you need is at your fingertips in a matter of seconds.
• Whenever I have a question, the customer service is always there to answer it.

Incentivized

• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

Incentivized

• While Klipfolio covers so many of the bases, one area where I would like to see expansion would be offering additional design and graphics themes for even more customization.
• Klipfolio has an extensive offering but might be even better if there were a way that we could integrate with some small to mid-sized CRM solutions for audience list segmentation and marketing integrations.
• It would be interesting if Klipfolio could enable us to overlay the data learnings for cross-referencing of multiple client campaigns for comparative insights.

Incentivized

• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
• More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

Incentivized

My initial impressions of the software have been extremely positive. There are YouTube tutorials that explain how to make klips. The intuitive design of the UI It appears that everything in this software has been thoroughly tested to create all the visualizations that can be imagined as well as the user input controls that allow users to have exactly the data they want to be displayed in seconds, considering the various functions and formulas available in the Excel integrations and the extensive list of other services that can be integrated.

Incentivized

For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

Incentivized

It provides all the necessary information to be able to carry out the analysis of any type of business, to know how money is managed virtually, what to do to have greater visibility, in addition to being a platform that is always accessible and allows continuous and efficient work.

Incentivized

I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

Incentivized

None at all; just be sure of what information you will need for working.

An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

Incentivized

These and many other BI tools are the most direct competitors. I only have experience with Klipfolio and Tableau. Tableau is definitely more capable, but much more difficult to learn and use. Klipfolio is simple and really packs a punch for its simplicity. I have yet to run into a major problem with it lacking a needed functionality.

Incentivized

Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

Incentivized

• It made reporting a breeze as we didn't have to spend time creating the reports
• The reporting forum really helped give our team more metrics to add to reporting
• Always ready to view Dashboard meant stakeholders could view reports at any given time

• I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.

Incentivized