Unnax如何使用DataBobeplay体育appiosx到沟电子表格并削减报告时间为一半

近年来，许多行业在线移动了他们的业务大部分。银行和金融业是一个完美的例子：许多消费者更喜欢上网支付账单，访问他们的银行账户，更多。但在线提供这些服务 - 具有良好的用户体验，同时保护敏感的消费者数据 - 对于许多金融业务来说是一个沉重的升力。

That’s whereunnax.进来。B2B Saas公司提供银行API，基本上创建了一个“嵌入式财务”工具箱，使其客户能够将数字金融服务从在线帐户中的付款和更多建立。

要了解有关Unnax团队如何处理内部报告并使用数据来帮助发展营销和销售努力的更多信息，我们与南非纳克斯营销总监Sam Morris与Sam Morris交谈。

这Challenge

As a small but growing SaaS company, data is the lifeblood of Unnax’s work. With a targeted account-based marketing (ABM) strategy, every contact has the potential to seriously impact their bottom line. So in order to grow, they needed to be able to develop a deep understanding of how their sales and marketing teams perform.

他们还需要能够完成所有情况，而不会将SAM判例到花费时间和每周争吵数据。该团队需要更快，更简单的方式将所有消息人士的数据汇总到一个报告解决方案中。

Here are the challenges Unnax faced:

• Spend less time creating reports:After previously trying other reporting tools, Sam found they were still spending too much time on reporting, essentially back to wrangling spreadsheets even inside other solutions.

“在我们开始使用Datavox之前，我看着Klipbeplay体育appiosfolio。这是非常强大的，但它是一种痛苦的使用，特别是如果您使用的是自定义来源。你基本上与界面内的电子表格一起玩。“

• 跟踪一个地方的所有数据：unnax.uses HubSpot and, while the tool’s native reporting is useful, it can’t bring together any of their other data—from other sources like Google Analytics, for example.

“我们正在使用Hubspot的本机报告，但Hubspot仅显示了Hubspot的数据。现在，我们可以收集来自Hubspot的不同来源的数据来自我们在不同地方的自定义事物。“

• Improve internal communication and reporting:没有快速，简化的报告解决方案，内部通信遭受。

“If I hadn’t found Databox, I’d still essentially be wrangling with spreadsheets inside the Klipfolio interface.”

解决方案

Sam tried a number of other solutions for reporting, including Klipfolio, Google Data Studio, and HubSpot’s native reporting—but the team never found a solution that actually reduced time and effort for their reporting.

When a team member who’d used Databox in a previous role suggested it, Sam and team jumped on board. A reporting tool that brings all their data together, allows for custom metrics, and puts it all into a visually attractive, 100% customizable企业仪表板还他们在。

Sam and team connectedHUBSPOT CRM.那HubSpot Marketing那Jira那Google Sheets那谷歌广告那谷歌搜索控制台

unnax.’s top integrations

以下是使用DataBox找到的解决方案：beplay体育appios

• Spend less time creating reports:Sam started out using Databox templates and has since customized all of the team’s databoards. Now, they simply pull up a dashboard and update the date settings to see their data. That’s it!

“我首先使用了几个预设，然后，经过一段时间，我们建立了自己的数据软管。这性能仪表板我们构建是固定的,然后我们定制date settings so we can see how things evolve over time.”

• 跟踪一个地方的所有数据：随着一个地方的所有数据，团队可以更好地可视化他们的整个工作流程及其效力 - 他们发现对追踪其ABM性能特别有用，在过去6个月内，他们已经看到了130％的联系人增加了130％。

“We built a dashboard to be able to track out ABM performance and it shows us the total number of contacts we have, how many contacts we’ve processed, what our success ratio is for these different stages of the funnel. Ultimately, it shows how much influence these people are having on the opportunities we’re generating and the deals we’re closing.”

• Improve internal communication and reporting:随着快速，方便地访问数据，团队在部门和执行团队内部沟通更好。

“我能够更好地沟通我们对高管做的事情，因为我们能够以更具视觉上吸引人的方式报告事情。”

这Results

根据SAM的说法，DataMox对他beplay体育appios们之前的报告设置有巨大的改进。通过所有数据连接到一个中央集线器和预构建的100％自定义仪表板的目录，SAM现在花费40-50％的报告时间。

萨姆说：“我们一直在全面大修我们的过程，并在去年的比赛中不断优化它，”萨姆说。“我们已经能够更有效地报告。”

随着他们所看到的结果，该团队正在努力扩大DataBox的使用，建立beplay体育appiosKPI dashboards对于销售团队和自动化其内部报告的通知和警报。

以下是使用DataMox的结果Unnax锯：beplay体育appios

• Spend less time creating reports:Now, Sam spends about half as much time on reporting and wrangling data. That’s time Sam can redirect to actually improving their marketing strategy and growing results.

“我花了40-50％的时间，因为界面更容易。这更简单。它很容易使用。“

• 跟踪一个地方的所有数据：With all their data centralized, Sam and team can build all the custom metrics and databoard configurations they need to stay on top of the numbers that matter for them.

“我最喜欢的DataMoxbeplay体育appios功能是进口大量不同的自定义数据源的能力。这是非常可配置的，我们可以构建我们想要的任何东西，基本上。“

• Improve internal communication and reporting:Given the impact Databox has had on internal communication for the marketing team, they’re now working to build outsales dashboardsand visualizations for their sales team, too.

“We want to be able to have a visualization of the efficiency and the effectiveness of the sales team. We’ll have global metrics for the entire team and have a leaderboard up on a big screen in the office.”