Tools We Use: Klipfolio
Jun 22, 2016
As our director of business intelligence and analytics, Pat Garvey makes it his mission to find programs that successfully “facilitate metric driven content strategies that allow organizations to optimize their customer conversion and ROI.”
One service that has proven to be very effective in Garvey’s eyes is Klipfolio, a software dedicated to managing business dashboards.
As far as Centerline’s use of Klipfolio goes, “we use it for visualization of marketing, sales and CRM data coming from different systems. What makes it THE tool for us is that Klipfolio is really flexible. It is possible to connect to any datasource in many different ways and to visualize the data in many different forms, shapes, colors and sizes.”
Another reason Klipfolio has been such a hit with Garvey is the fact that the software has pre-built API connectors.
“You don’t have to spend a bunch of resources figuring out the data sourcing yourself,” Garvey explains.
“Compared to Geckoboard, Klipfolio will take you a lot further. For our development team, Klipfolio also offers technical flexibility. This allows us to customize the data-connections and dashboards using scripts and procedures. This saves a lot of time and enables us to create and deploy dashboards better and faster for our clients.”
Another key facet of this software is the smooth interface that allows you to easily build new graphs and executive dashboards.
“Our clients love the way Klipfolio shows the data. It is very easy to interpret and read, and looks good on TV screens, desktop screens and tablets.”
For Centerline’s purposes, Klipfolio seems to be a great fit externally for what our clients are looking for.
“It’s nice to find a great service that already exists out there from a vendor perspective. Klipfolio is a cheaper option with good quality that offered a free trial for us to play around with before buying. At a high level, it’s proved to be very useful here at Centerline.”
- Flexibility in look and feel, calculations and IT connectivity
- Pre-built API connections to easily source social data
- Very smooth interface for creating new dashboards, tabs and klips
- Price for one account is good
- Great support team
- Many new features and options developed on a regular basis
- Easy to get started, but there is a learning curve if you want to go beyond the essentials
- Custom CSS styling options come at a premium price
- Pricing per account only goes down beyond 10+ users.