Item: Klipfolio
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

The BI tool for sales and marketing has been aided by
Klipfolio. Keeping our staff and potential clients informed has been
beneficial. We were able to create panels and display them on the TVs in our
offices with the help of this platform. Everyone was amazed at how far we had
progressed in such a short period. That they were able to procure this piece of
software makes the marketing department quite delighted. They were able to
maintain total command and refine their methods and technology as a result.

Pros and Cons

All my reporting requirements have been met.
Salesforce, HubSpot, Mailchimp, Google Drive, and other business applications are quite easy to integrate with.
The information you need is at your fingertips in a matter of seconds.
Whenever I have a question, the customer service is always there to answer it.

Many attempts must be made until the graphs perform as desired.
It can be difficult to learn how to build and fix APIs if you don't already have the know-how.
Permissions and roles are set up in a convoluted manner that makes no sense.

Return on Investment

Cost-effective.
It is straightforward to create metrics presentations that can be shared with my colleagues.
Compared to the competitors, it's been a good experience and it's a lot less expensive.

Alternatives Considered

Compared
to other tools, Klipfolio is a more versatile one. These features allow us to
create a dashboard that can incorporate data from several sources. In many
cases, these visualizations provide more information than traditional methods.
When it comes to marketing and data storage, Klipfolio is an extremely useful
tool.

Key Insights

Do you think Klipfolio delivers good value for the price?

Yes

Are you happy with Klipfolio's feature set?

Yes

Did Klipfolio live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Klipfolio go as expected?

I wasn't involved with the implementation phase

Would you buy Klipfolio again?

Yes

Other Software Used

HubSpot Sales Hub, Mailchimp, Google Drive

Usability

To
demonstrate how the data is being used, dashboards can be easily created and
shared with the rest of the team. It's a breeze to link your various
applications. There are several ways to accomplish this. In this way, you can
alter your point of view. Other software includes dashboards, but this one
gives a lot of possibilities for displaying data in different ways.

Support Rating

Setup
and use are a breeze. The user interface is simple. They provide excellent
customer service and are quite helpful. As a result, they have a keen sense of
what their customers desire. They have a wide variety of graphs and charts to
choose from. Although the visualization editor is simple to use, you must
master its capabilities. Every day, they improve thanks to the numerous
upgrades. As a result, KPI indicators are excellent at what they do. Helpful:
It's a nice thing when data from other web sources can be plugged in. We are
impressed by the quality of the panels' appearance and construction.

Likelihood to Recommend

It's
a piece of software that's capable of almost anything. Dynamic variables can be
changed in real-time via the interface's UI/UX and UI/UX customizations. As a
result, it can always keep its database up-to-date and obtain the most current
information from a variety of sources. The Klip customer service team is
extremely friendly and helpful. Every time a problem with the Klip setup
arises, they're there to help. As a result of their activities, they try to
work with the group's experience.

Klipfolio creates dashboards for a variety of organizations and individuals.

Overall Satisfaction with Klipfolio