Case Study: ClicData – Agile CRM

Case Study: ClicData – Agile CRM


By far Agile CRM is the best marketing automation and sales cloud based system around.
– Telmo Silva, CEO, ClicData


  • Increase lead follow-up by 90 percent
  • Reduce turnaround time and lead follow-up to between 1-2 days
  • Increase sales conversion by 30 percent compared to last year


ClicData is a leading provider of cloud-based dashboard systems designed to improve business efficiency through better reporting. ClicData believes current BI tools are just too complex and static; every company should be able to get the most out of its data in a simple manner. To this end, the company offers everything from cloud-based integrated data warehousing with data history management to drag-and-drop dashboard design that gets businesses up and running in minutes.

It was imperative for the ClicData sales team that they be able to reach out to all their prospects seamlessly within a clearly defined time period. The challenge was that prospects were not being tracked clearly, and reaching out to prospects was a manual task. The process, at that time, involved manual approach for tracking and reaching out to customers.

Further, the sales and marketing activities were distinct and without cohesion, and as a cloud application provider they wanted their CRM to integrate easily with their cloud application and avoid unnecessary information or data leaks.


ClicData considered several sales and marketing automation products before they ultimately selected Agile CRM based on its all-in-one, and next-generation functionality that is coupled with integrations and ease-of-use. The Campaigns feature in Agile CRM helped ClicData with the automation of the sales and marketing process. The sales reps were able to track activities of each prospect with ease, and they effortlessly followed up with the prospects in an efficient and timely manner. Agile CRM’s extensive API helped their business to create a seamless integration with their tool, allowing them to sync all the information they needed into the CRM system.

The company now has moved from a basic nurturing to “advanced nurturing” with vast campaigns to launch relevant, nuanced and targeted content as and when the prospect shows interest in their service. This allows ClicData to further smooth the process of lead segmentation and send the right message to the right person at the right time.


The onboarding and learning experience with Agile CRM has been a time saver for the company. They were able to easily grow their sales team and train the new team members within a short period of time. Within a few months of CRM adoption, ClicData had increased the productivity for their sales team and automated their marketing activities.

For ClicData, the campaign feature, ability to create custom dashboard widgets, and integration with external applications have been the most important Agile CRM features for the company.

By using Agile CRM, ClicData says it has gained deep, actionable insights that enable precise measurement of campaigns that are most valuable in terms of sales closures. Additionally, they now have a better understanding of what is necessary to transform prospects into customers. This has improved deal flow and enabled the company to move prospects through the buying cycle faster.

In fact, the company has increased the lead follow-up rate by 90 percent and improved sales conversion by 30 percent compared to the same period last year as a result of Agile CRM adoption. All generated leads now are followed up within a day or two because of the automation features within Agile CRM. Their ability to measure ROI has dramatically improved with Agile CRM, too, allowing their sales and marketing efforts to take a leadership role in driving higher revenues.

We have had a really good experience with Agile CRM. It fits perfectly in our sales model and has been perfect with the continuous improvements and integrations from Agile’s team.
– Shree Neve, Sales Director, ClicData

Try Agile CRM for FREE!
FREE for 10 Users. No credit card required.

Raja Satish

Raja Satish is a Tech blogger who writes primarily on Tech startups, CRM, Marketing Automation and covers the entire gamut of Marketing. An avid technophile and app lover, Raja is fascinated by all the latest trends, innovations and happenings in technology.

1 Comment

Markus Stoinis

about 3 years ago

This is a well explained case study given by agile crm to clicdata every company expects their business to grow seeing the percentage of improvement for clicdata will definitely make them feel happy for the services and efforts provided by agile crm in increasing their Roi, heard lot about agile crm now i'm seeing the real truth, thanks for sharing your real life experience.


Leave a Comment

Tell us what you think. To comment, please fill in the required fields marked with an asterisk (*). Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.