Creating Custom Dashboards From CRM Data

Spaceful is a new tech-enabled logistics company from Montreal that takes the hassle out of self-storage. They offer eCommerce Fulfillment, Subscription Box Fulfillment, FBA Prep Services, B2B Fulfillment, and Last-Mile Delivery Solutions (Same Day, Next Day, Scheduled).

“We’ve been working with Systematik for the past 2 years now. They have been in charge of our data analysis and our automation strategy and implementation. The insight we got from their automated dashboards allowed us to make major adjustments to our sales strategy. As a result, we have seen a dramatic increase in conversion rates. I can’t recommend them enough. “

Maxime Villemure
Co-founder of Spaceful

The Problems

  • With their team getting bigger (30+ full-time employees), they needed a way to track their results and keep everyone accountable.
  • Massive technology stack (using more than 20 different software on a daily basis).
  • With their data divided between multiple platforms, it was getting very difficult to make business decisions without a comprehensible overview of their operations. They needed to find a way to quickly see how the company is performing per department for any given date range.

The Solution

After a strategy meeting with them, it was clear that we needed to offer them a way to quickly see how their company is performing. Most specifically their sales department. So we went to work and came back with a proposal for an automated dashboard that would consolidate all their data sources and display the information they cared about in a comprehensible way. The project followed the following steps.

  • We identified the KPIs for their marketing, sales, and customer support departments
  • We automated and centralized the collection of the data needed
  • We built the automated dashboards in Google Data Studio

The Results

The results were, to take the CEO’s words, eye-opening. They clearly needed to rethink the way they approached sales. With that information updating in real-time, they were now able to confidently make important business decisions like doubling their sales team headcount to reduce the time before they establish the first contact with a new lead. This led to the following results.
  • Conversion rate increased by 87%
  • More than 5 hours a week saved in data analysis and performance review
  • The ability to predict future revenue
  • The ability to assess performance by employee’s instead of by departments

The Technical Stuff

Sales Dashboard Features

  • Filters (date range, sales rep, service offered)
  • Number of leads
  • Number of qualified leads
  • Number of leads that needs to be contacted ASAP
  • Won deals
  • Conversion rate
  • Completed service
  • Cancellation
  • Cancellation rate
  • Deal attribution by sales rep
  • Deal creation attribution by type of service per day
  • Sales team performance overview per sales rep
  • Lost deal distribution by reasons
  • Won deals distribution by language
  • Deals created distribution by language
  • Update in real-time

Call Center Dashboard Features

  • Filters (date range, agent)
  • Number of calls made
  • Number of inbound calls
  • Number of outbound calls
  • Overall time spent on calls
  • Average time per call
  • Average time between lead creation and the first contact
  • Call distribution by department
  • Call distribution direction (inbound, outbound) by days of the week
  • Call distribution by departments over time
  • Missed call distribution by department
  • Missed call distribution by reasons
  • Overall performance review by agents
  • Update in real-time

Technology Used to Build the Dashboards

  • Google Data Studio (Data visualization)
  • Google Sheets
  • Integromat (automation)
  • Google Scripts
  • Pipedrive Workflow (automation)
  • Pipedrive’s API
  • Aircall’s API

Spaceful’s Main Technology Stack

  • Pipedrive (CRM)
  • Autopilot (email marketing)
  • Aircall (VoIP)
  • Custom-built platform (operations & website)
  • WordPress (landing page)
  • CallRail (call tracking)

Interested in Something Similar?

Fill the form below and get your 100% FREE no-obligation 30-minute strategy session call.