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Klipfolio Might Be the Last BI Tool You Will Buy
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Dave Moll profile photo
May 23, 2019

Klipfolio Might Be the Last BI Tool You Will Buy

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Klipfolio

As a digital marketing agency, our clients will continue to judge our contributions by the bottom line. But if you are a digital marketer, your contribution to the bottom line is nebulous at best. Right? So you, like us, need a way to measure and display these metrics in a way that proves success. You need a solution that can connect to more MarTech that you knew even existed and aggregate the data for easy consumption. Hello Klipfolio!
  • Connects to a TON of MarTech
  • Prebuilt metrics are quite useful
  • Great support for when you get stuck
  • Steep learning curve
  • Dashboards really need a "master refresh" button
  • Most people hate reports
Klipfolio had the best API. We could connect more MarTech with Klipfolio than any other BI tool we used. Klipfolio's API was also the most stable. We ran into connectivity issues with some of the competitors. The metrics wouldn't refresh because the API lost the connection to the tool. Klipfolio's data aggregation capabilities were better than most. Combining data between different data sets was a big challenge we ran into with other BI tools. Klipfolio was able to bring multiple data sets together into one metric and allow us to aggregate all those data points into a useable metric. Klipfolio also has competitive pricing. The pricing allows us (as an agency) to roll some of the costs into our reporting offerings.
I only give it an 8 because it really needs a master refresh button. When the data hasn't updated in a day or so, these little red exclamation points appear in the upper corner. We can't have clients looking at reports with these warning symbols everywhere. Getting clients to read a report, let alone trust it, is a challenge in and of itself. A master refresh button would clear all those warning symbols and really help keep the reports up-to-date. That said, the Klipfolio API is one of the most stable we used.
The sharing is great. Either give the reader a login, export a PDF or send them a static URL to the report. It could not be easier. You can even add personalized notes to each metric for your clients or other users to read. I can't speak to the collaborative parts as I am the one (and only one) who build the reports.
If your MarTech stack is unwieldy, then Klipfolio can help wield your data. We measure EVERYTHING here at Access Marketing Company, so that means I've got a dozen Chrome tabs open and I'm constantly cross-referencing my data. With Klipfolio, I can connect all these different sources and combine their data as I track leads through the funnel. I can set numeric goals in my metrics and monitor my progress daily. I can see a situation or two (or more, for sure) where Klipfolio is just too much. For example, a B2C that generates 80% of its sales through Facebook. The FB dashboard is all you would really need. Or maybe your company lives in the Google Suite. Data Studio (or maybe just straight Google Analytics) would suffice.

Klipfolio Feature Ratings

Customizable dashboards
9
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Delivery Scheduling
10
Pre-built visualization formats (heatmaps, scatter plots etc.)
8
Location Analytics / Geographic Visualization
5
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
Responsive Design for Web Access
10
Dedicated iOS Application
5
Dedicated Android Application
5
Dashboard / Report / Visualization Interactivity on Mobile
10
REST API
10
Themeable User Interface (UI)
10

Evaluating Klipfolio and Competitors

Products Replaced

Yes - We replaced Grow with Klipfolio in mid 2017.

We loved Grow. Our rep was awesome. Just great. The platform looked beautiful and people liked to read the reports (!!). But Grow suffered from too many connectivity issues and relied too much on SQL. At the end of the day, there was too much manual process in what should have been an automatic platform.

Key Differentiators

  • Price
  • Product Features
  • Product Usability
Klipfolio had the best and most stable API. Period. End of sentence. I start to sound a bit repetitive here, but connecting to our MarTech stack and aggregating the data was very important for us. Klipfolio's API allowed us to connect every piece of MarTech in our arsenal and create metrics.

Evaluation Lessons Learned

I doubt we would do anything different. We've been happy with the product. I use it every day. We tried out a half-dozen or so different BI tools and Klipfolio had the features we needed and the price we wanted. If we had to do it all over again, I'm sure we'd end up with Klipfolio.