Clickbase BI

Clickbase BI

Clickbase
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About

ClickBase empowers your people to make better desisions. Challenges and opportunities come at you quickly and they are rarely the same ones you faced yesterday. With ClickBase business intelligence, be ready for whatever the competition, your customers or the economy throws at you. With ClickBase you can easily analyze your month-to-month or even day-to-day sales comparisons to any level of detail and between any elements of your business. You can know exactly where expenses are being spent, by whom and when for accurate allocations across monthly departmental reports. You can track current inventory levels, orders pending and sales trends by individual sales rep or by specific geography or by SKU. You can easily find that error causing your trial balance to be off. This edition of ClickBase does not have any predefined reports. You can use it to connect to any data source and create your reports and perform other data analysis functions.

About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses wanting a tool to analyze their month to month or even day to day sales comparisons

Audience

Sales teams

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$9,000 one-time payment
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • The best thing for me that InsightSquared offers is how it presents the information, it is highly visual, with elegant graphics, easy to understand, full of important information, and from which you can get critical background information, in addition to using them in conjunction with their filters, understanding the behaviors of our customers and representatives allows us to make the best decisions.
  • It is an incredible resource to measure the sales performance of our business; it is intuitive, easy to use, and integrates well with our CRM tool. It is a robust tool, provides varied functions and analytics to have a clear and real-time perception of our business in terms of sales effectiveness.
  • Excellent tool to collect data regarding sales, a tool that allows you to keep track of the averages and percentages relating to sales, facilitates you to carry out the process in a fast and productive way. Thanks to its helpful knowledge, it guarantees employees the opportunity to know their numbers and thus be able to make decisions that help improve their productivity.

Cons

  • It is not so intuitive to use; it has a learning curve that requires a good study of the software. The best thing to do is not be too ambitious as you start to adapt to the program, start giving basic information, understand how to use it, and give more detailed information.
  • Only its learning curve, being a software so loaded with functions, the familiarization with it usually takes a little more time. However, it is worth the time and energy to invest.
  • It has a high cost at the beginning of using the tool, which hinders organizations from incorporating it in their activities; the platform is not as effective as you expect it to be.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Clickbase
Founded: 1997
United States
www.clickbase.com

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Alternatives

Alternatives

Qymatix Predictive Sales

Qymatix Predictive Sales

Qymatix Solutions GmbH

Categories

Categories

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Data Visualization Features

Analytics Supported
Content Management Not Supported
Dashboard Creation Supported
Filtered Views Supported
OLAP Not Supported
Relational Display Not Supported
Simulation Models Not Supported
Visual Discovery Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Not Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Integrations

Adobe Marketo Engage Not Supported
Aurum Supported
Bullhorn Not Supported
Datawarehouse.io Not Supported
Desktop.com Not Supported
Kayako Not Supported
LinkedIn Sales Navigator Not Supported
Rivery Not Supported
Salesforce Not Supported
Zendesk Not Supported

Integrations

Adobe Marketo Engage Supported
Aurum Not Supported
Bullhorn Supported
Datawarehouse.io Supported
Desktop.com Supported
Kayako Supported
LinkedIn Sales Navigator Supported
Rivery Supported
Salesforce Supported
Zendesk Supported
Claim Clickbase BI and update features and information
Claim Clickbase BI and update features and information
Claim InsightSquared and update features and information
Claim InsightSquared and update features and information