Trusted by over 50,000 game changers and their teams
You’ll love Klipfolio because it’s designed for how you work. Putting the right information at your fingertips, always and everywhere, so you can feel confident about your decisions every step of the way.
Bring all your Salesforce and Intercom data into one spot
Bring order to a chaotic data universe using Klipfolio dashboards. Draw data from your web app services, database, Excel and Google Sheets to create unified company reports and dashboards.
There’s always a way to get your data into Klipfolio. You can even email it to our system using an attachment.Learn more about our integrations
Deploy Salesforce and Intercom reports and dashboards in hours
You can start building your BI reports and dashboards today with Klipfolio. Use the free trial to explore all our features and connect to your data wherever it is.
Have a TV and a casting device in your office? You could have a TV dashboard set up before you head home for dinner tonight.Check out our gallery of pre-built templates
A great price for a powerful and flexible platform
Klipfolio is priced to help you get the most value out of your data. Start with your team or department and expand to your entire organization. We have plans for every type of business.Klipfolio plans & pricing that grow with you
Count on world-class support to help get you started
No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none. Our free online support will help you at every step along the way.Need help with an urgent project? We can build it for you!
We are here to help! Book your free 1-on-1 call with Pilar.
Salesforce pre-built metrics
Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.
Use Google Analytics and Salesforce data to create your conversion funnel. This Klip displays your users, leads, opportunities, and wins for the past 30 days.
Monitor your leads this month and see how the number compares to the previous month.
Add Salesforce data to your Talkwalker Klip and see the connection between web mentions and leads.
Combine your Google Analytics and Salesforce data to create an accessible and easy to understand digital marketing funnel.
Track your key metrics on open opportunities and always know what your sales potential is.
Understand the stage at which your opportunities are in the sales cycle.
Mash up your QuickBooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
Understand what types of opportunities are bringing in the most revenue.
Monitor your sales this month and compare to the average of the last three months.
Mashup your Salesforce and Google Analytics data to monitor metrics like: average revenue per buyer, how many conversion events happen on your site, new and returning customers, and more.
Intercom pre-built metrics
See the total count of your open, closed, unassigned, and assigned conversations.
Get a total count of open and closed conversations for each of your Admins.
Show your top 10 user segments and get real insight on how your product is being used.
Build a custom dashboard for
Salesforce or Intercom
You can work with Salesforce and Intercom separately or together easily in Klipfolio. The flexibility of the integration allows you to develop rich dashboards for either service or jointly. Here's what you need to know.
Creating Salesforce Dashboards
Salesforce is your business' command centre in the form of a customer relationship platform (CRM). Salesforce works together to manage your sales, marketing, customer service, and more in one central location.
You have many options on how to connect your Salesforce data in Klipfolio:
- You can build a custom Salesforce dashboard using Salesforce Reports or by working with the Salesforce API through SOQL. There are two ways to work with SOQL in Klipfolio: Simple, use drop-down menus and filters to build queries without any SOQL experience and Advanced, to build queries from scratch.
- To get started right away with some pre-built content, check out the Klip Gallery for individual Klips you can use to get started quickly.
Regardless of the option you choose, before you can start building Klips and dashboards, you need to:
- Ensure you have Salesforce Enterprise or higher. More information here.
- Connect to Salesforce data in Klipfolio.
Creating Intercom Dashboards
Intercom makes customer messaging apps for sales, marketing, and support, connected on one platform. Their mission is to make business personal again. Click here to learn more on how Klipfolio integrates with Intercom.
To connect your Intercom data to Klipfolio, you will be prompted to connect your Intercom account by entering your username and password.
Doing so will create a token that enables Klipfolio to securely access your Intercom account. Your token looks like George@Intercom. You can use and reuse the same token every time you connect to Intercom.
Note: You manage your connections (tokens) to Intercom in Klipfolio under Connected Accounts in the Account section.