Securely integrate Close.io with GoodData
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.
According to the platform’s marketing literature, GoodData’s powers ‘50% of Fortune 500 companies, over 80,000 businesses, and millions of concurrent users.’ With its motto, ‘analytics for everyone,’ the solution offers an easy-to-use, drag-and-drop analytics interface so anyone across your organization — regardless of their tech knowledge — can set up dashboards and explore business insights to collaborate with team members and make better decisions. The platform also includes out-of-the-box and customizable machine learning algorithms for advanced forecasting and analytics. Moreover, because GoodData can process large, complex, and siloed datasets, this BI solution can scale to handle virtually any size demand.
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 GoodData data to Amazon Redshift
Load your GoodData data to Google BigQuery
ETL all your GoodData data to Snowflake
Move your GoodData data to MySQL
Integrate Close.io With GoodData 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.
GoodData's End Points
GoodData Analytics, Dashboards, Visualizations
GoodData features dashboards that you can easily embed into your desktop or mobile applications, so your business insights and visualizations are accessible wherever you need them to be. The platform includes customizable, interactive visualizations and drag-and-drop analytics and discovery tools. It also features easy-to-set-up machine-learning algorithms for forecasting and better decision-making.
GoodData Embedded Analytics
GoodData allows you to tailor each of your customer's experiences with personalized, embedded analytics and data models. By putting more power into your customers' hands, the platform lets your more tech-savvy users design and publish their own reports, dashboards, and visual presentations. Moreover, after developing new analytical features, you can distribute updates seamlessly across tens of thousands of users at once, or you can centrally manage distribution and customize the updates and features that different product audiences receive.
GoodData Data Ingestion at Scale
GoodData's fault-tolerant data pipeline enables high-speed ingestion of terabytes of information for tens of thousands of users. The platform also helps you respond to issues through constant monitoring and alerts that integrate with your incident response systems. GoodData's pre-built modules for data ingestion, transformation, and distribution offer time-saving advantages. Set up your data transformations in SQL and JDBC, and modify GoodData's pre-built modules with Python, Ruby, and Java SDKs.
GoodData is an enterprise-level solution that offers reliable, real-time processing and insights at scale — no matter how many clients — with a capacity to handle virtually any size dataset.
GoodData Security and Compliance
GoodData offers the latest in data security technologies and risk management features so any size company can meet its industry's compliance and information security requirements. GoodData's Security Shield system is the platform's basic-level security offering, which adheres to standard best practices for cloud-based data protection, including ISO 27001:2013 compliance, GDPR compliance, and SOC2 Type II. Meanwhile, Enterprise Shield Security is GoodData's higher-level security offering, which offers protection for enterprises handling extra-sensitive and/or strictly-regulated information.