Integrate Close.io with Dundas BI
Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.
About Dundas BI
As a visually-focused business intelligence platform for enterprises, Dundas BI includes customizable dashboards, stunning visual analytics, and multi-age reports to present your data in a way that drives faster decisions. Through its customizable and interactive charts, maps, scorecards, gauges, and other features, Dundas BI offers fully open APIs and built-in functionality so users can finetune nearly every aspect of their visual presentations.
Popular Use Cases
Bring all your Close.io data to Amazon Redshift
Load your Close.io data to Google BigQuery
ETL all your Close.io data to Snowflake
Move your Close.io data to MySQL
Bring all your Dundas BI data to Amazon Redshift
Load your Dundas BI data to Google BigQuery
ETL all your Dundas BI data to Snowflake
Move your Dundas BI data to MySQL
Integrate Close.io With Dundas BI Today
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Close.io's End Points
Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.
Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.
Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.
Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.
Close.io Custom Fields
Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.
Dundas BI's End Points
Dundas BI Customizable Dashboards
Dundas BI features real-time, self-service dashboards that measure vital performance and business metrics — so you can visualize, analyze, and understand information from different business systems on a single dashboard. The service allows you to build and customize your own dashboards with an easy, drag-and-drop interface for high-quality, professionally-designed presentations. More advanced users can also write scripts for more nuanced data requirements.
Dundas BI Data Visualizations
Dundas BI prides itself on offering powerful, flexible, customizable, and stunning data visualization features. When combined with the platform's built-in interactive dashboard features, Dundas BI's visualizations offer the ability to explore and interact with rich reports so you can drill into the exact details you want to understand.
Dundas BI Reporting Features
Dundas BI's reporting features empower the creation of multi-page and ad-hoc reports. The drag-and-drop functionality allows anyone to merge diverse data into a single report to create complex views of your information. In addition, automation tools let you preschedule the sharing of reports through email delivery, printing, and more.
Dundas BI Mobile Experience
Dundas BI is a 'mobile-first' platform that offers full compatibility with mobile devices through its use of HTML5. This allows you to design, interact with, and share Dundas BI dashboards, scorecards, and reports with either a desktop, laptop, or mobile device. Dundas BI even allows you to perform complex data analysis within your mobile device.
Dundas BI Analytics Tools
Dundas BI offers predictive data analytics, including real-time access to stunning visual analytics derived from your data. The analytics tools empower non-tech-savvy users to design, build, view, interact with, track, and share vital business metrics without any assistance from your tech team. Novice users can even set up data connectors, hierarchies, metrics, and make use of data cubes on a basic level.
Dundas BI Platform Compatibility
Whether you need to deploy Dundas BI on-premises or in the cloudDundas BI, the platform is compatible with the widest variety of IT standards. You can run Dundas BI under the protection of a firewall or on a public cloud solution like Amazon AWS, Google Cloud Platform, or Microsoft Azure. Compatible data sources include RDBMS and OLAP, Flat files, Web services, and more. Plus, the platform has a data cube layer that offers built-in ETL capabilities.
Dundas BI Integrations
Dundas BI's seamless data integration allows you to embed the solution into your web applications, software, and existing systems like Client Portals and CRM systems.