Case Study

From fragmented marketing data to a single source of truth in just 3 weeks

Company

CPI

Industry

Finanzen & Versicherungen

Project

CPI consolidated fragmented marketing data from platforms such as Google Analytics, Salesforce and Drupal into a single, trusted reporting hub using ClicData. Within three weeks, the company replaced manual Excel-based reporting with automated, real-time dashboards that improved visibility, alignment and decision-making across marketing and leadership.

The Company

Crane Payment Innovations (CPI) is a global leader in automated payment solutions, supporting cash handling across vending, retail, and gaming environments in more than 70 countries.

With a broad product portfolio and a strong international footprint, CPI’s marketing teams operate across regions, channels, and markets balancing local execution with global performance oversight.

The Role of Data

For CPI, marketing data plays a critical role in measuring performance, allocating budgets, and aligning teams around business goals. But as marketing activity expanded across regions and platforms, data became fragmented across tools and teams. Key metrics lived in disconnected systems, making it difficult to get a clear, trusted view of performance across markets. As a result, leadership lacked real-time visibility, and marketing teams spent more time reconciling data than acting on it.

Challenges

Out-of-sync marketing KPIs and business goals 

CPI’s marketing and leadership teams needed a shared view of performance across markets, but data silos made alignment slow and difficult to maintain.

Marketing results and budget data lived in separate systems and had to be reconciled manually in Excel. This delayed insights, introduced inconsistencies, and made it harder to confidently assess performance. CPI needed instant access to reliable KPIs without a long BI rollout or heavy IT involvement.

Siloed data creating blind spots

CPI’s marketing data was distributed across multiple platforms, each producing its own version of performance. While individual tools offered useful insights, they couldn’t be reconciled into a single, consistent view.

This fragmentation made it difficult to understand what was actually driving results across channels, campaigns, and markets limiting leadership’s ability to make confident, data-backed decisions.

Reporting relied on manual exports, Excel files, and frequent back-and-forth between teams. Dashboards required time-consuming consolidation, and by the time reports were shared, data was often outdated.

As a result, visibility into performance was limited, and responding quickly to changes across markets became increasingly difficult.

 

  • We didn’t want to wait 6 months for a dashboard with ten metrics. Our marketing team needed a solution up and running in just a few weeks.
    Jeremy Belk – IT Applications Manager 

Impact

Centralizing Marketing Data in One Place

ClicData enabled CPI to bring together data from Google Analytics, Salesforce, Drupal, and other platforms into a single analytics layer.

By standardizing and automating data updates, ClicData removed manual reconciliation and gave teams a consistent, trusted view of performance across campaigns, markets, and regions.

Enabling Self-Service Dashboards

ClicData transformed how insights are shared and consumed across the organization. Marketing teams can build and adapt dashboards using structured templates, while leadership accesses real-time KPIs on demand.

Static presentations have been replaced by dynamic, always-current reporting   improving transparency and decision-making speed.

Rapid Deployment 

Using ClicData’s native connectors and drag-and-drop visualization tools, CPI delivered a production-ready dashboard in just three weeks.(

What typically requires six to twelve months and heavy IT involvement was achieved quickly by a single contributor meeting immediate business needs without committing to a long BI project.

Two things made the difference: simple integrations and dedicated support. Native connectors made it easy to connect Google, Salesforce, and Excel, while the ClicData team accelerated our deployment through their guidance and built a long-term relationship based on trust.

  • For the first time, everyone, from marketing to leadership, had access to the same numbers, live and in one place. – Jeremy Belk 

 

Reviews

What is ClicData

Modular data platform combining data management and front-end components. Broad focus including BI, lakehouse, ML and pipeline automation. Front-end use cases include embedded analytics, data visualization and analytics & machine learning.

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