Case Study: Iotum Gets the Pulse of the Business with Klipfolio

Published 2016-06-14, updated 2023-03-21

Summary - Klipfolio customer relies on dashboards to provide sales, marketing, and executives with real-time and historical data

Case Study: Iotum Gets the Pulse of the Business with Klipfolio

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Company Background: Iotum, with offices in Toronto and Los Angeles, is an international company with roots in VoIP, telecom switch development, and innovative voice and mobile services. The company provides several audio and web conferencing options for small businesses to large enterprises, individuals, and nonprofits, serving millions of users worldwide.

Business Challenge: Iotum’s sales and marketing departments were faced with a great deal of data from different sources, and that provide valuable information for different sales and marketing funnels. The types of information includes the previous day’s conversions, website signups, ratings for calls and other services, and details on telecom services versus online/webbased services. Adding to the complexity was the fact that Iotum had made several business acquisitions over the last few years –bringing even more sources of different types of data into the mix. The sales and marketing team wanted one unified view of this data.