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Real-Time Sales Dashboard Transformation for Stream Video Solutions
Implemented CRM and real-time dashboards for Stream Video Solutions, boosting sales and organization.
Project Overview
Stream Video Solutions, a small sales company in the telecom industry, faced challenges visualizing business performance, tracking KPIs, and identifying actionable trends. With limited organizational structure, they struggled to manage sales processes effectively, lacking both a clear CRM system and a dashboard to monitor their metrics in real-time. This disorganization hindered their ability to optimize sales focus and make data-driven decisions.
To address these challenges, I implemented a CRM system using Pipedrive, creating a structured and visual sales pipeline to manage deals at every stage. This system allowed the team to log calls, update deal statuses, and benefit from automated follow-up reminders, transforming their sales process into an organized, efficient workflow.
Next, I developed a set of customized dashboards in Klipfolio, linking it to Stream Video Solutions' key applications (Pipedrive, Pardot, Expensify, and Google Ads) via API for real-time data integration. These dashboards displayed metrics such as YTD and MTD sales, call data, and KPI tracking with visual indicators to highlight progress toward goals. By designing various bar and pie charts, I created a visually engaging and insightful overview of the company’s sales performance.
This real-time, automated dashboard system enabled Stream Video Solutions to improve sales processes, gain valuable insights, and make strategic adjustments to boost performance.
Project Execution
We started by implementing a CRM system using Pipedrive to establish a structured sales process for Stream Video Solutions. This provided a visual sales pipeline where deals could be tracked across stages. We set up automations for logging calls, updating deal statuses, and triggering follow-up reminders, transforming their sales process into a more efficient and organized operation.
With the CRM framework in place, we then focused on creating custom dashboards in Klipfolio. By integrating real-time data from Pipedrive, Pardot, Expensify, and Google Ads, we developed dynamic visualizations that updated live, including YTD and MTD sales, call activity, and KPI tracking. These dashboards featured bar and pie charts with goal indicators, enabling Stream Video Solutions to monitor trends and gain insights at a glance.
This comprehensive setup gave Stream Video Solutions the tools to better track performance, identify actionable insights, and make data-driven decisions to improve their overall sales effectiveness.
Project Results
Our CRM and real-time dashboard solution delivered impactful results for Stream Video Solutions, transforming their sales organization and performance visibility.
- 50% Increase in Sales Process Efficiency through Automated CRM Workflows
- Real-Time KPI Tracking with Custom Klipfolio Dashboards
- Centralized Sales Pipeline for Improved Deal Tracking and Follow-Ups
- Live Data Integration from Pipedrive, Pardot, Expensify, and Google Ads
- Enhanced Goal Alignment with KPI Indicators on Performance Charts
- Actionable Insights to Identify Trends and Optimize Sales Focus
Overall, our solution enabled Stream Video Solutions to streamline operations, focus on growth, and make data-driven decisions.
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