机构

北30度可节省每个月的客户报告时间。这就是他们在那个时候重新分配的方式。

塔比莎·杨(Tabitha Young)分享了她如何使用报告模板,注释和现场仪表板将其报告的时间减少66%。

Kevin Kononenko2018年9月28日•阅读4分钟

“The amount of time that we spend on reporting has been cut by two thirds, I would say.

在大多数情况下,我们现在在报告上花费的时间都集中在使数据库模板对我们更好地工作,以便我们可以提供更好的分析。beplay体育appios我们现在可以花更多的时间在分析上,因为我们有时间花费时间。我们不再花三个小时来整理这些庞大的报告。”

-Tabitha Young,北30度

[youtube https://www.youtube.com/watch?v=xjuxwratabo]

你们如何看待数据做决定?

Tabitha:我们生活在数据界,所以这是我们在常规上做的事情。我们正在每个客户的分析中。

I track on a daily or weekly basis depending on the client and how fast their industry moves, but we use data from Google Analytics, Google Ads (if we’re running ads for them) HubSpot, SEMrush, and other types of software to decide what our next steps are. Not only for the website and growth-driven design but also to determine our next steps for marketing overall.

How were you keeping track of all of the information from those different systems for different clients?

有很多Google文档正在进行,我们必须定期更新。这是永远的。

我要说的是,如果我们的一位客户打电话说:“嘿,我需要明天的这些数字才能开会。”

它可能需要45分钟到三个小时,这取决于他们的练习有多大,才能使他们在最后一分钟所需的数字。

您是否必须放弃一切并专注于此?

No, absolutely. We’d have to pretty much drop everything if it was an urgent need to get those numbers to get the numbers that they needed over there to them.

How would you say things have changed from that spreadsheet world that you were living in?

The amount of time that we spend on reporting has been cut by two thirds I would say.

在大多数情况下,我们现在在报告上花费的时间都集中在使数据库模板对我们更好地工作,以便我们可以提供更好的分析。beplay体育appios我们现在可以花更多的时间在分析上,因为我们有时间花费时间。我们不再花三个小时来整理这些庞大的报告。

The cancer care center reports that we were doing before would take us about three hours and now we can get it done in about 45 minutes. And that’s including analysis and adjusting the reports as the doctors need.

How are you communicating those observations and suggestions with the clients?

We use the Text Block and Annotation features whenever we’re doing some analysis to show the clients. And then the great thing about Databox is that it’s a live link, so we no longer have clients calling us and saying, “Hey, I need these numbers right now”, or, “I need them for tomorrow” because they all know that their link is live and it updates every few minutes.

And then we also have them all set up so they can filter the information. If they wanted to see last quarter, if they wanted to see last month, they have that all there at their hands immediately instead of waiting for us.

您有什么方法可以利用Databox?beplay体育appios

One of the things that we used at the beginning of this year is the Query Builder tool that you guys have to create a year-over-year look as far as what 2017 looks like compared to 2018. At the beginning of the year, that was another report that would take us a really long time and now we can just build it out and have all of that information there so that they can prove that our program is working for them.

您能和我谈谈您的入职经历吗?

入职花了我们一段时间,只是因为我们犹豫不决。马克和我很犹豫,因为我们抽出时间已经花了很多时间了。我们担心要花很长时间才能建立。

我们与托里合作,她很棒。一旦我们与她下来电话会议,我立即开始设置一些东西。有一点曲线,但是你们提供了很多模板,尤其是通过其他DataBox合作伙伴。beplay体育appios与我之前的报告时间相比,设置时间是如此之小,这是非常值得的。

想亲眼目睹30度北部的代理商如何使用databox来自动化其客户报告,设定客户目标等等?beplay体育appiosSign up for one of our live agency demos.

我们每天都接待他们。

关于作者
Kevin Kononenko增长营销商 @ databox。beplay体育appios使营销人员很容易讲述他们成功的故事。埃弗顿足球俱乐部的支持者。创业家伙。

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