Klipfolio Dashboard Integration – A Case Study

UncategorizedKlipfolio Dashboard Integration – A Case Study

Klipfolio Dashboard Integration – A Case Study

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The Customer

Infomaze helped the client, an eminent fundraising company with a large donor database and a constant necessity for campaigns, and crowdfunding management, to name a few in reaching actionable insights in almost no time while managing fundraising strategies.

The Challenge

Being a fundraising company, the client had to maintain a great amount of data securely, including, details of all prospect donors, loyal donors, and campaigning details, be it financial or administrative. Handling all these data was not an easy task and more importantly time-consuming as they were using the wrong tools to obtain a fundraising metrics dashboard.

One can easily agree that the process of managing to fundraise requires, a Business dashboard software, that can handle, sort, analyze and report the growth of the company in a simple and uncomplicated manner by considering multiple criteria including online social outreach among others.

The company initially had been using Give Lively, a free fundraising platform that could not handle its large data set which resulted in the whole operation working inefficiently. They set on making it right and went to two different CRM solutions, Salesforce and Infusionsoft, which worked independently from each other, for assistance. These tools could handle the data alright! But, shuffling between the two tools at all times to obtain a single useable data to improve business decisions, was laborious.

Managing fundraising

This, in turn, caused more complications than simplifying the task in hand, further leading to poor resource management and in the end a productivity loss for our client. What they instead needed was a tool that would unite all of the functions that were being carried out by separate tools, saving one of their most important resources, time.

Their requirements:

1. To maintain records of the company’s loyal donors.
2. Identifying and cataloging prospect donors.
3. To manage well-organized campaigns.
4. Keeping track of the donations received.
5. Maintaining records of previous fundraisers.
6. Real-time stats about fundraising success rates to help plan future campaigns and manage fundraising strategies.
7. Easy access to social media promotions

With the above-mentioned list, the fundraising company approached Infomaze for a solution and we delivered one that helped them accelerate all their business processes efficiently with our CRM customization and integration services. Our skilled service providers, taking into account the client’s distinct business infrastructure, handpicked the Business Intelligence(BI) tool that best met their needs and compatible with multiple devices.


Technologies and tools used to provide the solution

The technologies that we used include ETL and the tools used were Klipfolio dashboard and Klipfolio integrations for providing a fundraising dashboard that provided an overview of their business’s progress. Klipfolio dashboard, with its schema-less architecture, provides ease-of-use for the end-user, making it the perfect BI tool to be used.

Klipfolio dashboard development - Infomaze

How our Solution helped the client

Keeping in mind our client’s wants and current state of affairs while handling its workforce, the first step towards finding a solution was to choose a suitable BI tool that would provide real-time insights. Infomaze, with its expertise, chose a business dashboard software that could deliver easily visualizable outputs using Klipfolio dashboards. Integrating its data sources with the chosen BI tool was the next step.

While building a customized Klipfolio personal dashboard for the client, using Klipfolio integrations, our system integrator specialists, integrated the two different data sources that were being independently used with Klipfolio dashboard enabling the fundraising company to store and access their CRM data in one single data source. This also allowed them to utilize all their resources intelligently.

The fundraising metrics dashboard that our developers created considering the company’s unique KPIs provided them with dashboard snapshots that highlighted our client’s leading and lagging performances, which helped them to reach a better approach while planning different kinds of fundraisers and future campaigns.

The Klipfolio marketing dashboard, that we set up for the client, helped them in managing fundraising marketing strategies, including our client’s finances, from budgeting, monitoring bid data sheets to maintaining a record of different kinds of donations received. The dashboard provided an altogether summary of their business proceedings and allowed sharing dashboard-snapshots, white-labeled with their brand name.

The Klipfolio Google analytics dashboard, that we customized for our client let them visualize multiple Google analytics, including, the year-in-review, daily overview, organic traffic dashboards, and much more, simultaneously. All of these customizations allowed them to make informed decisions that increased the company’s productivity.

The Results

The fundraising company came to Infomaze with a problem, its inefficiencies in the workflow that was causing the company to wastefully lose many of its resources. Our developers, with their experience, came up with a solution which not only helped the company overcome the issue but, also helped them in improving their workflow.

The client could easily access and manage their CRM data as it was available on one single platform after our system integrators helped them integrate their Salesforce CRM and Infusionsoft CRM data into Klipfolio dashboards.

Our customized fundraising dashboards provided visualizable real-time tracking of stats, based on variable factors including unique KPIs, among other factors, that helped the client make informed decisions and also share the dashboard snapshots on social platforms to attract prospect donors.

Overall, our client benefitted immensely, whether in achieving a seamless workflow or profiting from making timely decisions using our Klipfolio integration and customization services.


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