Data Panda brings your Efficy data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Efficy started in Brussels in 2005 and grew into the largest independent CRM group on the European mainland. The Apsis merger in 2021 added a Swedish email-marketing engine inside the same suite, and a string of tuck-ins (E-Deal and INES in France, PerfectView in the Netherlands, webCRM in Denmark, SumaCRM in Spain) brought local teams along with their books of business.
Today the group counts more than 9,000 customers and over 330,000 users across roughly fifteen European countries. The sweet spot is the BE, FR and Nordic mid-market that wants a CRM with a French-speaking partner network, GDPR-resident data and a marketing-automation module on the same login as sales and service. Banks, insurers and public-sector outfits show up often: Belfius, Forem, Pairi Daiza and Wilink are on the customer wall.
The data shape is what you'd expect from a configurable European CRM: accounts, contacts, opportunities, activities, tickets, projects and timesheets, plus the Apsis layer with audiences, campaigns, sends, opens and clicks. Add a heavy custom-object habit, because Efficy is built to be configured per sector. The point of pulling it into a warehouse is that the email-marketing signal, the sales pipeline and the project hours land in three different sub-systems even though they share a UI. Outside the tool, you can finally ask which Apsis audience produced an opportunity that invoiced.
Efficy opportunities, Apsis campaigns, projects and timesheets on one chart with your accounting.
Keep Efficy, the accounting tool, the payments system and the marketing audience in sync.
Use the cross-language activity history to score which deals close and which audience moves.
Small internal tools for people who should not have to learn the full Efficy console.
A list of concrete reports, automations and AI features we have built on Efficy data. Pick the one that matches your situation.
Which Apsis audience produced opportunities that finance ever invoiced?
Apsis sends, opens and clicks linked to the Efficy opportunities they touched, then matched to the first paying invoice in Exact Online or Yuki. Marketing finally sees which audience earned its keep, instead of which campaign got the most opens last week.
How does our French-speaking pipeline compare to the Dutch and English ones?
Win rate, deal velocity and average dealbook size per regional team and per sector, on one chart. The Walloon, Flemish and Nordic books stop being three half-readable spreadsheets the country lead reconciles by hand.
How many Efficy projects ate hours we never billed?
Booked timesheet hours per project mapped against the invoiced project value, with overrun flagged. The conversation about scope creep starts from the actual gap, not from a service-line manager's memory.
Closed-won Efficy opportunities tracked to invoiced revenue per dealbook and country team, with project-hour overrun visible. Month-end stops being a reconciliation between Efficy, the finance ledger and a country lead's spreadsheet.
Pipeline, dealbook size and Apsis engagement per rep across the FR, NL and EN books. Sales leaders coach on the sector and the language where a rep loses deals, not the average across countries that hides where the help is needed.
Project hours, ticket volume and account health from Efficy, side by side with revenue and Apsis engagement. Service-line capacity calls happen against the work that invoiced, not against the projects with the loudest stand-ups.
When an Efficy opportunity reaches closed-won, a sales invoice is drafted in Exact Online with the right customer, product lines and VAT regime for BE or NL bookkeeping. The Exact Online invoice number and paid state land back on the Efficy opportunity, so the rep sees when the deal turned into cash instead of guessing.
Booked project hours from Efficy timesheets are matched to the project invoices in Yuki per customer and service line. The gap between billable and invoiced hours surfaces in the warehouse, so service-line leads see scope creep before the next quarterly review, not after.
An Efficy opportunity marked closed-won is linked to the Stripe subscription or invoice it produced. First successful charge, dunning failures and churn events flow back to the opportunity and the project record, so commission, revenue recognition and account health all read the same number.
When an Efficy opportunity goes silent for a configurable window, the contact lands in a targeted Mailchimp audience for re-engagement, with the dealbook and last-touch reason carried over. Wins and replies flow back to the Efficy opportunity, so reactivation stops being a quarterly batch the rep cleans up by hand.
You keep the reporting tool you already have. We connect it to the warehouse where your Efficy data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Included. Efficy is built to be configured per sector, so banks, insurers and public-sector orgs run very different schemas. We map the custom layer alongside the standard objects and flag downstream joins that assume a custom field is stable.
Yes, where your tenant has Apsis enabled. Audiences, campaigns, sends, opens, clicks and unsubscribes land next to the Efficy opportunities and contacts they relate to, so attribution from a campaign open to an invoice is possible without exporting two CSVs.
We review your Efficy setup and the systems around it. Together we pick the first thing worth building.