Integrate Close.io with QlikView

About Close.io

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 QlikView

As a flexible business intelligence solution, QlikView services over 24,000 organizations around the world. The platform includes easy-to-use BI tools that facilitate the consolidation, searching, and visual analysis of your data for deeper business insights and better decision-making. Perhaps the most popular part of QlikView is the fact that it takes only minutes to learn how to use this highly intuitive platform, which offers an endless variety of querying capabilities without you needing to apply strictly defined structures to your data. Plus, QlikView is neatly packaged in a clean and simple user interface.

Popular Use Cases

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Close.io's End Points

Close.io Contacts

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.

Close.io Activities

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.

Close.io Opportunities

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.

Close.io Organizations

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.

QlikView's End Points

QlikView Qlik Sense Data Analytics Platform

QlikView prides itself on being an 'agent of transformation' for businesses and organizations via the 'Qlik Sense' associative data analytics engine and artificial intelligence technologies. Moreover, the solution's multi-cloud architecture gives you the freedom to deploy whatever combination of on-premises, private cloud, or SaaS you want. Scale to the parameters you require with open APIs, data integration features, and flexible governance. QlikView empowers all team members — regardless of their technical skill levels — to participate in making better, data-driven decisions.

QlikView Data Integration

QlikView acquired Attunity to bring enterprise-level data integration and real-time analytics to its customers via a 'DataOps' approach to data integration. The platform automates data streaming, refinement, cataloging, and publishing to offers real-time data that's ready for analytics.

QlikView Embedded Analytics

QlikView's embedded analytics features allow you to seamlessly embed your QlikView analytics content and interactive dashboards within products, websites, portals, and applications. This empowers users and customers to access important information, metrics, and insights without needing to switch to a separate platform.

QlikView Developer Platforms

QlikView's developer platforms provide the tools your developers need to build, extend, and launch customized, data-driven apps and analytics. The solution offers native, cloud analytics development through the Qlik Core platform — which features an associative engine and open source libraries. This empowers developers to create interactive applications that you can deliver at any scale in any cloud-based architecture.

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