Klipfolio
76 Case Studies
A Klipfolio Case Study
Disciple is a UK leader in community media, building apps that help brands and creators own and engage their audiences. As a fast-growing SaaS startup they wanted to be truly data-driven but were stuck exporting reports into Google Sheets and Excel—manual, time-consuming, hard to maintain and impossible for others to pick up—so they needed a single tool that would integrate their sales and marketing stack and give visibility across the business.
They chose Klipfolio to pull data from Pipedrive, Google Analytics, AdWords and more into real-time dashboards that show the funnel from paid ads to deals won, with daily/weekly/monthly views. By tracking MRR, traffic, leads, conversion rates, cost-per-lead and deal velocity in one place, the team can spot snags, act faster, smooth the sales journey and make better decisions; the familiar Formula Bar also helped the team adopt and extend dashboards quickly.
Mark Downey
Chief Operating Officer