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Connecting your Exact Sales data to QlikView is simple with Kondado’s direct integration. You can replicate all your sales engagement information automatically without writing code or managing complex infrastructure. Business teams get immediate access to lead lifecycle data, appointment schedules, and sales opportunity values directly in their QlikView environment. This means your marketing and operations staff can analyze campaign effectiveness and sales performance without technical assistance.
Kondado provides a Via Kondado connection that replicates Exact Sales data to QlikView on a configurable schedule, eliminating the need for intermediate databases or technical setup while keeping your sales reports updated automatically.
With 17 available pipelines covering 194 fields including Leads, Appointments, and Sales Opportunities, you can build comprehensive dashboards that track your entire sales funnel. Marketing teams can monitor which lead sources generate the most qualified prospects, while sales managers analyze representative performance and identify exactly where leads get stuck in your conversion process. This visibility helps you optimize your sales engagement strategy and accelerate revenue growth.
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Combining Exact Sales with QlikView transforms raw CRM data into actionable business intelligence. The Leads pipeline provides detailed profiles with closing forecast dates and CNPJ information, while the Lead Lifecycle pipeline tracks how prospects move through your funnel stages. You can also analyze the Appointments pipeline to understand meeting scheduling patterns and sales rep engagement rates.
These datasets work together to reveal critical insights about your sales process. For example, correlating data from the Sales Opportunities pipeline with Lead Qualifications helps you identify which prospect characteristics predict higher deal values. Operations teams can spot trends in the Calls pipeline to optimize outreach timing, while managers track Discarded Leads to understand why potential customers drop out and refine their approach accordingly.
Try out all the features for free for 14 days
| Integration | Description |
|---|---|
| Appointments | Includes fields such as id, lead_id, and salesrep_email, enabling tracking of scheduled meetings and their notes. |
| Activities | Contains information about scheduled activities, including id, leadid, and status, facilitating the management of tasks related to leads. |
| Boxes | Presents data such as id, leadid, and status, allowing management of meetings and their respective notes. |
| Lead Lifecycle | Includes fields such as lead_id, origin_stage, and destination_stage, tracking the evolution of leads through the funnel. |
| Lead Stages | Presents information such as id, active, and funnel_id, detailing the different stages a lead can go through. |
| Leads | Contains data such as id, closing_forecast_date, and cnpj, providing a detailed profile of leads and their status in the funnel. |
| Discarded Leads | Includes information about leads that have been discarded, with fields such as lead_id and discard_date, allowing analysis of losses. |
| Leads: Custom Fields | Presents custom fields associated with leads, allowing for more detailed analysis tailored to specific needs. |
| Leads: Contacts | Includes information about contacts associated with leads, with fields such as contacts_id and email, facilitating communication. |
| Leads: Pain Points | Presents the main pain points identified in leads, allowing for a more effective approach in sales strategies. |
| Lead Qualifications | Includes information about the lead such as id, description, and status, allowing for detailed analysis of qualifications and conversion potential. |
| Calls | Records details of calls made, including id, lead_id, status, and date, facilitating tracking of interactions with leads. |
| Markets | Provides information about different markets, including id and name, allowing segmentation and analysis of leads by sector. |
| Sales Opportunities | Contains data on opportunities, including id, lead_id, and value, essential for assessing sales potential and prioritizing leads. |
| Sources and Sub-sources | Presents information about lead sources, including id and name, helping to understand where leads come from and their effectiveness. |
| Sales Development Representatives (SDRs) | Includes data on sales development representatives, such as id, name, and email, allowing for management and analysis of sales team performance. |
| Sales Representatives | Contains information about sales representatives, including id, name, and email, essential for managing the sales team and their interactions with leads. |
Try out all the features for free for 14 days
Visualize your data automatically — no spreadsheet exports or custom scripts.
Log into Kondado and add Exact Sales as a new data source by entering your Exact Spotter credentials. Choose which pipelines to replicate, such as Leads or Sales Opportunities, to start replicating your data.
Choose QlikView as your destination in the Kondado platform to create the data flow. This establishes a direct connection that sends your Exact Sales information straight into QlikView without requiring any intermediate databases or complex configuration.
Set your preferred update frequency, from every 5 minutes to daily schedules, then build custom reports in QlikView using your replicated data. You can also route information to Power BI or Google Sheets if different teams need access in other formats.
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Try out all the features for free for 14 days