Agile CRM
8 Case Studies
A Agile CRM Case Study
ClicData, a provider of cloud-based dashboard and reporting systems, needed to scale and train a growing sales team quickly while eliminating manual, siloed prospect tracking and outreach. To avoid data leaks and ensure smooth cloud integration, ClicData selected Agile CRM as their sales and marketing automation and CRM solution.
Agile CRM’s all-in-one platform—particularly its Campaigns feature and robust API—automated prospect tracking, integrated seamlessly with ClicData’s tools, and enabled advanced, targeted nurturing and custom dashboard widgets. As a result, ClicData increased lead follow-up rates by 90%, improved sales conversion by 30% year-over-year, now follows up on leads within a day or two, and gained clearer ROI measurement and faster deal flow thanks to Agile CRM.
Telmo Silva
Managing Director