Overall Satisfaction with Klipfolio
We use Klipfolio in our international salesteam. We use it to follow Sales KPI's on a large screen. It allows everyone to follow the sales in detail based on the KPI's that we have selected as important.
The tech behind it is quite simple - we pull data from our CRM and quote software via ODBC and into an Excel-sheet that is saved on a Google Drive. The Klipfolio connector to Excel on Google Drive is easy to activate and from there everything autoupdates. In short - if you can create an Excel-sheet with data, you can create great dashboards by using Klipfolio. There are a bunch built-in and ready to use, or you can quite easily create your own.
The tech behind it is quite simple - we pull data from our CRM and quote software via ODBC and into an Excel-sheet that is saved on a Google Drive. The Klipfolio connector to Excel on Google Drive is easy to activate and from there everything autoupdates. In short - if you can create an Excel-sheet with data, you can create great dashboards by using Klipfolio. There are a bunch built-in and ready to use, or you can quite easily create your own.
- Ease of setup and use
- Great graphics even if you are not a designer!
- Easily shared on large screens
- Dedicated connectors to our CRM and quote software would be great.
- Better export of Klips and complete dashboards