How ClearPivot Used Databox to Shift From Manual Reporting to Real-Time Improvements

对于需要激光专注于值得信赖的内容和专业诚信的行业公司，与合适的营销合作伙伴保持一致可以使一切与众不同。

To generate informed content, drive leads, and close sales, you need an agency that truly understands what’s at stake.

对于许多手术专业，医疗设备，SaaS和B2B的客户，该机构是ClearPivot.

Founded by Chris Strom in 2009, ClearPivot serves clients through content creation and strategic campaigns in content marketing, email marketing, web analytics, SEO, and social media. The company is focused on serving specific verticals that require an expert approach to content creation and growth strategy, in many cases involving a specific focus on data privacy.

To fulfill the reporting needs of its fast-moving clients and the company’s own internal analytics, ClearPivot needed a full-service reporting tool that could integrate numerous data sources for itself and its clients.

该公司的数据负担变得既耗时又耗时，而且见解遭受了可能会放缓进度的报告滞后。他们转向Databox寻求解决beplay体育appios方案。

我们最近与创始人克里斯·斯特罗姆（Chris Strom）和Clearpivot的营销总监Maia Morgan Wells进行了交谈，以了解DataBox如何创建更好的见解和更好的客户关系。beplay体育appios

是时候更好的报告了

在Databobeplay体育appiosx之前，该团队严重依赖从众多供稿中收集的指标。

In order to create a narrative for clients and explain how their marketing efforts were translating into progress, they’d spend the first week of each month manually compiling the data and reports. Strom explained the time-intensive process they undertook for each client.

“我们正在使用Google电子表格。花了很多时间。基本上，它们在每页上大约是六页和多个数据表。” Strom说。

然后，项目经理的任务是手动完成指标数据，从流量编号和上页计数到每个页面和广告统计信息。然后，所有发现都需要渲染到另一个报告工具中。

Strom estimates that the move to Databox saves the team up to two and a half hours per client, per month. Even in the early days, this could translate to twenty or more hours saved over the course of a month.

As the company expands and takes on new clients and verticals, getting the reports up and running is a snap.

“It’s pretty quick and easy spinning it up,” said Strom.

数据利用的质量也大大提高。有了准备就绪的数据，消除了通常与手动报告过程相关的滞后时间。

Before Databox, says Strom, “We would never schedule monthly meetings with clients in the first week in the month… we’d spend half the first week of the month making the reports.”

With access to data when you need it, those important early days of the sale cycle could be used engaging in the activities that move the needle.

此外，在以前的见解可能需要数周的时间浮出水面，并且可以访问实时数据，因此团队可以发现趋势并帮助客户更加敏捷。

Strom解释说：“对于客户来说，它也更容易看到和理解自己。”

ClearPivot的顶级集成

内部报告获得了电梯

客户所享受的报告改进，Strom发现对团队自己的分析非常有用。使用烘烤到Databox的集成，该团队能够看到多种高级和颗粒状数据beplay体育appios的产品，并在一些易于阅读的18beplay官网 .

Like many clients, ClearPivot uses Databox internally to keep tabs on the most important website and marketing metrics fed fromHubSpot,谷歌分析， 和Instagram Ads.

Strom还可以通过与QuickBooks. “I use Funnel Charts to track our revenue, gross margin, expenses, net margin, net operating income… I used line charts to track revenue and expenses over time.”

使用this data, Strom was able to create goals through custom formulas. He can easily track more complex metrics, such as marketing percent of revenue, training spent percent of revenue, and custom queries to track those informative ratios.

实时访问数据已使团队沉浸在其相关统计数据和指标中。通过数据代表，项目经理“可以在工作过程中接触事物的进步。”

而且它不需要数据分析师的背景来获取所需的信息。beplay体育appiosDatabox使其变得容易。

通过手动报告，“它需要许多其他平台及其报告的特定知识。我认为Databox所做的部分原因是营销人beplay体育appios员必须在所有不同系统中学习报告的负担。它节省了很多时间。”

Agility and Accountability

Having access to up-to-date data allows the team to do well for their clients and themselves. First, it allows them to save time and cut to the chase, allowing them to deliver the insights they need most.

对于Maia，它首先要熟悉数据。在使用Google电子表格表面洞察力的情况下，数据库可以花费宝贵的时间，而Maia可以将研究时间缩短为每个客户只有一个小时。

在那个小时内，Maia能够制定一个叙述，该叙述将为客户提供以数据为驱动决定所需的信息。报告的视觉性质也使Maia很容易迅速掌握显着细节。

“我是一个非常视觉的人 - 我认为很多营销人员都是。因此，查看大量信息电子表格对我来说并不是很好。我喜欢能够可视化，我喜欢它是实时的。”

“If everything looks fine, we don’t spend a ton of time talking through every data point.”

使用the information contained in just a few Databoards, Maia is able to lay out the narrative on what’s currently happening, what’s working, and where they can continue to grow.

“当您可以实时查看自己在做什么的结果时，它可以使您的战略转变更快地为客户带来巨大的收益。”

In order to create effective plans for your clients, they first need to trust you.

在一个营销格局中，数据可以超过营销的讲话范围，真正的见解可以使代理商可以快速帮助建立对其品牌的信任。

“A lot of people have been burned by marketers, where they’re promising things that they can’t deliver,” explains Maia. “Databox allows me to help my clients have confidence in what our agency is doing for them.”