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ClicData – Agile CRM
CASE STUDY
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.
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%
https://www.agilecrm.com/pricing
Sign Up For Our Product Today
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/
Subscribe to our blog for latest content on
SMB, Sales & Marketing

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Case Study: ClicData – Agile CRM

  • 1. ClicData – Agile CRM CASE STUDY
  • 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/ Subscribe to our blog for latest content on SMB, Sales & Marketing