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“Absolutely. We are now able to be proactive instead of being reactive. Our sales team, for example, reviews a dashboard that gets data from multiple sources in one spot and in real-time. They review activities that would have been impossible to see in a single system if it wasn’t for …
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“Compared to what the product can do, our dashboards are relatively simple. I’ve explored other ways to display the information, mainly charts that compare current production to past production. I know I haven’t even scratched the surface and I hope to further utilize Klipfolio’s features and functionality in the near …
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“Our team uses Klipfolio extensively to deliver superior support and insight to our current and future clients, by using sources from ERP along with CRMs as a killer solution!”
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"With Klipfolio Dashboard, the Sales Order Processing group is building better loads. We're getting orders to customers one or two days earlier than we used to. That gives us happier customers, and that gives us a leg up on the competition."
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"The benefits to the business were immediate. I travel at least five days a month visiting suppliers and customers so being able to manage the business remotely has increased my productivity. Klipfolio Dashboard gives me a clear view of what's happening in the business and if any action needs taking. …
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"Each discipline in the department has different needs. With Klipfolio Dashboard, we can customize content for each group and each user, while still getting our main messages across."
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“Klipfolio’s comprehensive software allows for some amazing integration to happen, and the friendly staff is always available to help you tweak your formulas to get them just right. We now get a live view of our financials against our goals at all times, onboarding new staff has become much easier, …
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“There is so much helpful data that is available to you that you can’t afford to not use it. Taking a data-driven approach will help you to make great business decisions quicker. It will also help you to do business in a way that is proactive instead of reactive. Chances …
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“The increasing value drawn from the data definitely played a vital role in company growth. Moving towards using data as a tool in decision-making is a vital change for any company and it is therefore also important to draw a both realistic and detailed concept around how the data should …
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“My favourite thing about Klipfolio is the Formula Bar by a long shot! I’ve always been an Excel guy so formulas are now like second nature to me. The Formula Bar made it super easy for me to get up and running with Klipfolio because it already felt like something …
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“We love the visuals that Klipfolio adds to our data! Our marketing team is full of visual learners, and it makes it so much easier to digest the data we get from our consumer emails.”
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“To be looking elsewhere for miracles is to me a sure sign of ignorance that everything is miraculous.”
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"We have a number of tools we use to track sales, relationships, proposals, financials and so on. We have 1 tool we use to ingest all our reports and data into 1 amazingly simple dashboard. That tool is Klipfolio."
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"Life before Klipfolio was painful. We had previously struggled with all our disparate systems that contained important data. Being able to see all our data in one spot has significantly increased our ability to make informed decisions quickly."
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"The Klipfolio App is great. I was on holidays hiking in the Sapa Mountains in Laos, Vietnam and I was still able to keep tabs on all our company's KPIs on my phone!"