How Knowmad Uses Databox to Save 15+ Hours Per Month and Foster Long-Term Client Relationships

一家普通公司花费时间每月编译一家企业的每季度报告。当该过程过于参与和艰巨时，它会消耗宝贵的时间改进metrics instead of compiling them.

对于代理机构，随着每个新客户的报告和数据源的数量，浪费可以迅速增加。

That was the case for知识, a boutique digital marketing agency. Located in Charlotte, NC, Knowmad works with SMEs locally, as well as across the U.S. and Europe, to provide inbound marketing, SEO, PPC, content marketing, and web design services.

要了解有关他们如何使用Databox缩短报告时间，设定和监视大型目标并建beplay体育appios立长期客户关系的更多信息，我们与Knowmad的数字策略师Markelle Harden进行了交谈。马克勒（Markelle）带领我们完成了他们如何使用数据毒素的方式，并分享了自实beplay体育appios施工具以来看到的一些结果和时间节省。

挑战

According to Markelle, Knowmad really began to recognize the challenges they faced with reporting when they started to pursue more aggressive growth. “We doubled our team size in two years,” Markelle said. “When you add that many people to weekly meetings, you really need a tool that can give you a high-level view.”

Before Databox, the team had been using HubSpot for analytics—but to get a pulse on all their campaigns and platforms involved logging into dozens of different tools to pull metrics. As their client and employee rosters grew, that time waste exploded right along with them.

这是Databox之前面临的知识：beplay体育appios

• Less time spent compiling reports:在实施Databox之前，知识团队在每个beplay体育appios客户报告上花费了一个多小时。一旦他们与客户合作更多，他们就意识到每月花费15或20个小时的报告是不可持续的。

“根据客户，报告至少需要一个小时，” Markelle指出。“如果您乘以15或20个客户，那将是一个很大的跳跃。时间太多了。”

• Setting big picture goals for clients:知识prioritizes building long-term relationships with clients. To do that, they needed a way to set long-term, big picture goals and monitor their progress.

“We really pay attention to growth and we set challenging goals,” Markelle told us. “Without Databox, we couldn’t set those goals, because we wouldn’t know we’re going to miss a certain goal until it’s too late.”

• 连接的数据源:访问所需的所有数据，所需的知识账户经理来挖掘数十个不同的数据源，从而浪费他们负担不起的时间。

“如果您依靠在Google Analytics（分析）中挖掘单独的报告，HubSpot…您将旋转车轮并花一整天的汇编报告。谁有这样的时间？我们没有。”马克尔解释说。

The Solution

Once Knowmad’s co-founder and operations leader, Diona Kidd, realized they needed a better solution, she turned to Databox first. After moving from a Google Analytics/HubSpot-centered reporting process, they transitioned both internal and client reporting to Databox, quickly building out dozens of Databoards based on公共数据库模板beplay体育appios.

他们连接了谷歌分析s,callrail,Google我的业务,Google Ads,Google Search Console,HubSpot CRM,集线器营销,QuickBooks.

知识的最高集成

以下是使用DataBox实施的解决方案：beplay体育appios

• Less time spent compiling reports:By taking advantage of the over 70 publicly available templates in Databox, Markelle and the team were able to get up and running quickly. Now, whenever they need to add a new client or a new channel, they can do so in minutes instead of hours.

“我们使用Databox的公共模板，” Markelle告诉我们。beplay体育appios“这Acquisition Snapshotis really helpful, and we’re getting ready to launch theInstagram Business Accountand theLinkedIn公司页面一些客户的模板。”

• Setting big picture goals for clients:Databox allows the Knowmad team to measure a variety of big picture,annual goals为他们的客户。另外，他们可以轻松，简单地监视较短的皮带上的这些目标的进度。

“Across the board, all of our clients have goals set up for organic search, traffic, organic conversions… Databox sets off the flag for us that something is either a huge success or isn’t getting the results we’d like, and we need to spend more time on it,” Markelle said.

• 连接的数据源:无论是在新客户端加入新客户还是为已建立的客户介绍报告过程，Markelle都可以将他们需要的所有数据汇总在一起。团队可以得到一个overview of client performance跨越数十个数据源，并在一个集中式工具中添加新的指标和目标。

Markelle explained, “The way we have the Goals Overview set up, we have the client name on the left and all the goals on the right. Not all of our clients sign up for HubSpot right away, so I really like being able to add extra metrics and goals as we go along.”

结果

beplay体育appiosDataBox帮助我们与客户进行智能对话。

根据Markelle的说法，实施DataBox作为中央报告解决方案改变了beplay体育appios他们的时间和能够为客户服务的方式。Markelle注意到最近Covid-19的大流行所必需的更改，他告诉我们，DataBox使知识群岛能够与客户进行更聪明，积极的对话。beplay体育appios

每月节省时间超过15个小时，该团队能够花更多的时间为客户工作，并且随着环境的实时变化而更加灵活。

这是知识的databox结果：beplay体育appios

• Less time spent compiling reports:The team uses overview dashboards to help monitor progress toward their goals and to prioritize which accounts and which channels they work on each day. Throughout this process, Databox saves them more than an hour per month for each client.

“我们喜欢概述的简单性，”马克勒指出。“当您登录并与所有客户一起查看目标仪表板时，您会立即被红色吸引 - 它确实可以帮助您优先考虑哪些帐户今天需要您的帮助。”

• Setting big picture goals for clients:高级目标概述有助于知识跟踪他们的进步，并设定更聪明的客户目标，以提高性能和透明度，并促进长期客户关系。

“Databox helps us quickly look at the big picture, annual numbers. So we can go back and look at everything from last year and go quarter-by-quarter this year. If we’re continually overshooting our goal every quarter, then our goal isn’t high enough. If we’re way below our goal, something is off,” Markelle said.

• 连接的数据源:通过将数十个数据源带入集中式工具，Markelle和团队可以从一个屏幕上监视最多30种不同的活动和计划。

Markelle解释说：“ DataBoxbeplay体育appios一次帮助我们在一次会议上一次从15-30个不同的计划中看待任何地方，因此我们可以从列表中挑选一些东西，并说：‘那是不起作用的。怎么了？我们可以做得更好？’”