How to Automate your Reporting with Boltic's Email as Destination - A Detail Case Study Explained

Boltic is a modern enterprise-grade data platform that simplifies data operations, integrations, analytics, and governance for technical and non-technical users. It is an enterprise-driven platform that provides B2B marketing support while ensuring enterprise-level security. With Boltic, businesses can easily connect data from various sources, such as Firebase, Google Analytics, Shopify, and Segment, into a single platform. The data can be transformed into analytics-ready formats using no-code transformations or custom scripts, and workflows can be automated through scheduled ETL pipelines.

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It allows teams to collaborate on a secure cloud data operations platform, providing easy data access, monitors and analysing critical metrics, and generating AI and ML-powered insights. It integrates with Slack, making sending personalised reports to any channel or team member in the workspace accessible. It is a powerful tool that helps businesses simplify their data operations, integrations, analytics, and governance. It provides a centralised location for data, which is easily accessible to teams, allowing them to track, monitor, and analyse their key metrics. By leveraging the power of AI and ML, businesses can gain valuable insights, make data-driven decisions, and take their business to the next level.

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Some important use cases for sending Email Reports using Boltic

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Boltic.io is a robust sales and customer relationship management (CRM) platform that offers many valuable features, including the ability to send email reports. These reports can be customised to suit your specific needs, allowing you to receive regular updates on your sales performance and track progress toward your business goals.

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1. Sales Reports:

One of the most critical use cases for Boltic's email reports is tracking sales performance. With this feature, you can set up regular reports that provide valuable insights into key metrics such as total revenue, number of deals won or lost, and sales team performance.

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‍For example, you can receive a weekly email report summarising your sales performance over the past seven days, highlighting areas where your team excelled and identifying opportunities for improvement. Another valuable use case for Boltic's email reports is monitoring key performance indicators (KPIs) related to your sales and marketing efforts. For instance, you might use email reports to track website traffic, open email rates, or conversion rates for specific campaigns. By receiving regular updates on these metrics, you can make data-driven decisions about optimising your sales and marketing strategies to achieve better results.

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2. Customer Engagement Reports:

One of the critical features of Boltic.io is its ability to help businesses track and analyse customer interactions and engagement. By setting up email reports within the platform, you can receive regular updates on how your customers engage with your emails and assess the effectiveness of your email campaigns. For instance, set up reports that track metrics such as email opens, clicks, and responses. By analysing this data over time, you can gain insights into which types of emails are most effective at engaging your audience and driving conversions.

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For example, emails with personalised subject lines or offering exclusive discounts to subscribers generate higher open and click rates than generic promotional emails.

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3. Pipeline Reports:

It is a robust sales and customer relationship management (CRM) platform that offers pipeline management features to help businesses track the progress of deals from initial contact to the final close. With the platform's email report functionality, you can receive regular updates on the status of your pipeline, providing valuable insights into key metrics such as the number of deals in each stage, average deal velocity, conversion rates, and more.

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For example, you might set up email reports that track the number of deals in each stage of your pipeline, such as prospecting, qualification, and negotiation. By analysing this data over time, you can gain insights into which locations of your channel are performing well and which ones are creating bottlenecks. This information can help you make data-driven decisions to improve your pipeline and accelerate deal velocity.

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It can also help you monitor other important pipeline metrics, such as conversion and win rates. Regular updates on these metrics allow you to quickly identify areas where your pipeline is underperforming and take appropriate actions to address the issues.

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‍For example, you might use this information to improve your sales team's training or adjust your sales processes to better align with customer needs.

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4. Performance Reports:

By setting up email reports within the platform, you can receive regular updates on individual and team performance metrics, providing valuable insights into critical areas such as sales targets achieved, activities completed, and more.

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For example, set up email reports that track the number of calls, emails, and meetings each team member completes daily or weekly. By analysing this data, you can gain insights into which team members are performing well and which ones may need additional coaching or training to improve their performance. You might also use this information to identify best practices that can be shared across the team to improve overall performance. Boltic's email reports can also help you monitor team-level performance metrics, such as the number of deals closed, average deal size, and win rates. By analysing these metrics over time, you can gain insights into overall team performance and identify areas for improvement.

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‍For example, you might use this information to adjust your sales strategies, improve your sales team's training, or set new sales targets that better align with your business objectives.

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5. Activity Reports:

You can also receive regular updates on various sales and customer engagement activities, such as calls, meetings, tasks, and emails.

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For example, by analysing this data over time, set up email reports that track the number of calls and emails your team members send each day. You can gain insights into how much time your team members spend on sales activities and identify gaps or areas for improvement in their sales processes. You might also use this information to optimise your team's sales workflows and improve productivity.

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It can also help you monitor team-level activity metrics, such as the number of scheduled meetings or tasks completed. By analysing these metrics over time, you can gain insights into how well your team executes against your sales and customer engagement strategies and identify areas for improvement.

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6. Campaign Performance Reports:

Boltic's email reports can be used to track the performance of your email marketing campaigns. You can set up reports to include metrics such as open rates, click-through rates, and conversions and receive regular updates on your campaigns' performance. This can help you identify the most effective campaigns and adjust your strategy accordingly.

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7. Financial Reports:

Boltic's sales and CRM data can generate financial reports, such as revenue forecasts, sales projections, and expense reports. With email reports, you can receive regular updates on your financial performance, including cash flow, profit margins, and other key financial metrics. This can help you make informed decisions about your business strategy and optimise your financial performance.

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Challenges that they are facing

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Fynd's data is spread across multiple platforms and systems; they need to comprehensively view the company's performance. With a centralised data repository, it is easier for them to identify trends and make data-driven decisions. They need help to track data efficiently. It leads to incorrect insights and decisions. Data quality issues arise from various sources, including human error, software bugs, or data integration issues. Their data needs to be updated in real-time, leading to delays in identifying issues and opportunities.

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This can hinder a company's ability to respond to changing market conditions or customer needs. Their data is siloed within different systems, which makes it challenging to gain a comprehensive view of the company's performance. This makes it difficult to identify trends and make data-driven decisions. Their sales team faced challenges in tracking their sales performance, identifying areas for improvement, and making data-driven decisions to optimise their sales processes. They needed to access and analyse their sales data on time quickly.

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Then they find a solution

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However, despite their best efforts, they needed help to track their sales performance and make data-driven decisions to optimise their sales processes. This was hindering their growth and preventing them from achieving their goals. Then the team at Fynd stumbled upon Boltic.io; intrigued by the platform's capabilities, they decided to try it. After signing up for Boltic.io, the team configured the email reports to include critical sales metrics such as total revenue, number of deals won or lost, sales team performance, and other KPIs relevant to their business goals. 

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As they started receiving the email reports, the team Fynd was amazed at the insights they provided. They could now track their sales progress, identify areas for improvement, and make data-driven decisions to optimise their sales processes. The reports allowed them to monitor their sales team's performance, identify bottlenecks in their sales pipeline, and adjust their sales strategy as needed. As a result of using Boltic.io's email reports, the team was able to overcome its challenges in tracking its sales performance and making data-driven decisions to optimise its sales processes. They were now able to grow their business and achieve their goals.

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They also worked with Boltic's team to customise the email reports to include the metrics and data most relevant to each stakeholder's role and responsibilities. They use Boltic's pre-made email templates, which makes their work easy. The team customised the reports to include specific metrics and data relevant to each stakeholder's role and responsibilities. This allowed them to share the reports with relevant stakeholders, including sales managers and team members, and ensure everyone was on the same page.

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What they achieved at the end

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In the case of Fynd, implementing email reports from Boltic helped the sales team to overcome their challenges and improve their sales performance in several ways.

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1. Regular Updates on Sales Performance

Boltic's email reports gave Fynd regular updates on their sales performance, allowing them to stay up-to-date on the latest sales data and metrics. By receiving these reports regularly, the sales team could monitor their progress toward their sales targets and identify areas where they needed to improve. This helped them stay on top of their sales game and make necessary adjustments to their sales strategy on time.

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2. Key Sales Metrics

They could get a comprehensive overview of their sales performance by configuring the email reports to include critical sales metrics such as total revenue, number of deals won or lost, and sales team performance. This allowed them to identify which products or services performed well and which needed improvement. The sales team also tracked their performance and identified areas where they needed to improve, such as closing deals or following up with prospects.

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3. Data-Driven Decisions

By having access to detailed sales data and metrics, the sales team was able to identify patterns and trends in their sales performance and make data-driven decisions about how to improve their sales process. This helped them to optimise their sales process, increase their sales revenue, and grow their business.

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4. Customizable Reports

The sales team configured the email reports to include the metrics and data most relevant to their business goals. This helped them to stay focused on their sales targets and monitor their progress toward achieving 

them.

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5. Stakeholder Engagement

Boltic's email reports can be regularly sent to relevant stakeholders, including sales managers and team members. This helps ensure that everyone is kept up-to-date on the latest sales data and metrics and can make informed decisions about optimising their sales process. Companies can ensure that everyone is aligned toward achieving their business goals by including the metrics and data most relevant to each stakeholder's role and responsibilities.

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6. Enhanced collaboration and communication

With all relevant stakeholders receiving the same data and insights, the sales team, sales managers, and other team members can collaborate more effectively and communicate about specific areas of concern or opportunities.

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7. Time savings

The automated email reports save time for the sales team and managers who previously had to collect and analyse data manually. This extra time can be used to focus on other important tasks and priorities.

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8. Increased efficiency

Having all the relevant data in one place makes it easier to analyse, identify trends, and make informed decisions to improve business operations.

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9. Better decision-making

The email reports provide key insights and data regularly, enabling the company to make informed decisions based on real-time information.

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10. Greater accountability

By providing regular updates on sales performance, the sales team can be held accountable for meeting their targets and goals.

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11. Improved customer experience

With better data tracking and analysis, the company can identify customer needs and preferences and tailor their sales strategies to improve customer experience.

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12. Enhanced forecasting

By accessing historical data and insights, the sales team can make more 

accurate forecasts for future sales and revenue.

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13. Scalability

Boltic's data tracking and analysis capabilities can scale as the company grows, providing ongoing support and insights to help the company achieve its goals.

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Future potential for using Boltic.io for other business needs

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1. Marketing Campaigns:

Boltic.io can be used to track the performance of marketing campaigns, including open email rates, click-through rates, and other engagement metrics. By setting up email reports, businesses can get regular updates on how their campaigns are performing and make data-driven decisions to optimise their marketing strategy.

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2. Customer Support:

Its customer service features can track customer support tickets, response times, and other customer service metrics. By setting up email reports, businesses can monitor their customer support team's performance, identify areas for improvement, and make data-driven decisions to improve customer satisfaction.

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3. Project Management:

Its task management features can track project progress, assign tasks to team members, and monitor completion rates. By setting up email reports, businesses can stay current on project status and make data-driven decisions to optimise their project management processes.

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4. Inventory Management:

Its inventory management features can track inventory levels, monitor stock levels, and set up automatic reordering for low-stock items. By setting up email reports, businesses can stay informed about their inventory levels and make data-driven decisions to optimise their inventory management processes.

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5. Financial Management:

Its financial management features can be used to track expenses, invoices, and other financial metrics. By setting up email reports, businesses can stay current on their financial performance and make data-driven decisions to optimise their financial management processes.

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Why is Boltic the best tool for your needs?

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1. Comprehensive Sales and CRM Features

It offers comprehensive features for managing your sales and customer relationships, including pipeline management, contact and lead management, email campaigns, and performance tracking. This allows you to streamline your sales processes and improve your overall customer experience, resulting in increased revenue and customer loyalty.

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2. Customisable Reports

Boltic.io's email reports can be customised to fit your needs and requirements. You can choose which metrics and data to include, as well as the frequency and format of the reports. This flexibility allows you to track and analyse the most relevant data to your business goals while saving time and resources.

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3. Easy Integration

It integrates easily with other business tools and applications like G Suite, Zapier, and Salesforce. This allows you to leverage your existing technology investments and seamlessly integrate Boltic.io into your existing workflows. The integration also ensures that your data is consistent across all your business systems, eliminating the risk of errors and data discrepancies.

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4. User-Friendly Interface

Its user interface is intuitive and easy to use, even for non-technical users. The platform's drag-and-drop functionality and customisable dashboards make creating and managing your sales and customer relationships easy without extensive training or IT support.

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5. Affordability

Pricing is competitive and affordable, making it accessible to businesses of all sizes. The platform's pricing plans are scalable, so you can choose the plan that best fits your needs and budget. Boltic.io also offers a free trial period to test the platform's features and functionality before committing.

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6. Excellent Customer Support

It offers excellent customer support, with a dedicated support team available to assist you with any questions or issues that may arise. The platform also provides a comprehensive knowledge base, with articles, tutorials, and FAQs to help you get the most out of the forum.

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7. Cloud-Based Platform

It is a cloud-based platform, meaning you can access your data and reports from anywhere at any time. This flexibility allows you to work remotely, collaborate with team members in different locations, and stay up-to-date on your sales and customer relationships, no matter where you are.

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8. Data Security

It takes data security seriously, with robust encryption, secure hosting, and regular backups to ensure the safety and integrity of your data. The platform also complies with data privacy regulations, such as GDPR and CCPA, giving you peace of mind that your data is protected and compliant with the law.

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9. Continual Updates and Improvements

It is committed to continually improving and updating its platform with regular feature releases and enhancements. This ensures that you always have access to the latest and greatest sales and CRM tools and that the platform remains relevant and valuable to your business.

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Summary

The case study of Fynd highlights the common challenges companies face in tracking and analysing their data. Implementing Boltic's email reporting feature has enabled the company to overcome these challenges and achieve measurable results. Through regular updates on key sales metrics, the sales team at Fynd has been able to identify areas for improvement and make data-driven decisions to optimise their sales processes. This has resulted in increased revenue and a more efficient sales team.

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The customised email reports have provided relevant stakeholders with the data and metrics most important to their roles and responsibilities, leading to better decision-making and overall company growth. Boltic's integration, destination, query, scripts, and scheduling features have proved valuable for companies struggling with data tracking and analysis. Boltic can help businesses optimise their processes, improve decision-making, and ultimately achieve their goals by providing easy access to data and customisable reporting options.

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