Leadfreak如何使用DataBobeplay体育appiosx的代理免费计划来改善客户结果

Editor’s note: ‘强调’ is a new video series from Databox featuring interviews with founders, marketers, salespeople, and more as they talk through data-driven tactics for running a business.

亚历克斯·萨克里（Alex Thackray）是Leadfreak Limited一家位于英国的机构致力于帮助客户成长。

在有史以来的第一集强调, Databox’s Brian Moseley chats with Alex on how Leadfreak was handling client reporting prior to Databox, how they set (and hit) goals, and how Databox has allowed them to be more data-driven as an agency–all at no cost.

Interested in becoming a Databox Partner？在这里了解有关收益的更多信息。它可以免费加入。

How Leadfreak Uses Agency Free

视频转录

关于Leadfreak

I’m Alex Thackray, founder and managing director of Leadfreak, an agency in the UK.

We’re totally sales focused.

对我来说，营销和销售之间存在巨大的脱节。

With the rise of all these different platforms that we can be on, I’m passionate about always looking at the sales [results from our work] on all these different platforms and in order to be able to do that we need the data and for me, that’s where Databox fits in.

您如何使用Databox？beplay体育appios

Databox is the perfect platform to pull in [data from] lots of other platforms and put it into one, really nice-looking platform that we can use internally.

我们越来越多地使用它，它是一种优质的产品，您可以将链接发送给您的客户供他们查看，并且您知道他们会喜欢它。

What did you do before Databox?

您可以手动从所有众多平台中获取数据，但耗时，最终插入电子表格或自写的演示文稿中，您必须使用Google Sheets或Google演示软件将其转发给客户。

It’s always a really clunky, ugly looking thing and so time-consuming and you have to make the effort to gather all the data to then be able to analyze it so you just slowed the whole process down.

拥有一个将所有这些不同平台拉入一个实时仪表板的平台，该平台会永久更新。

Databeplay体育appiosBox是否帮助您的代理商更加数据驱动？

我们在内部和客户的内部以及与客户有关。

例如，在过去的几个星期中，在查看Google Analytics（分析）的数据中，我注意到我们博客文章中的大多数流量都将贯穿我们的服务页面。

因此，结果我们已经大大扩展了网站的一部分，现在我们跟踪了[访问者的支出]在每个服务页面上的时间，并且可以更加个性化我们的流程。

您多久通过Databox监视性能？beplay体育appios

我们的社交媒体经理每月举行一次内部会议，以制定策略并分析数字，但她每天都去Databox来跟踪数字，并每天查看发生的事情。beplay体育appios

您如何为代理商和客户设定目标？

We’re now using the new Goals functionality with regards to the cumulative goal growth so we can actually plot the goals for the next three to twelve months.

Now, we don’t have to have those discussions.

我们知道，本月的目标将是X，下个月将是Y。

现在，她可以在平台上看到这一点，而无需在任何不同的屏幕上导航。就在那里，她不再需要在电子表格中跟踪任何内容。

您如何销售数据驱动的方法？

If you go to our服务页面，you can see Databox is front and center.

[Using Databox Databoards], we have strategy sessions with our clients before we start doing any work for them and on a monthly recurring basis.

这个月月底我们会坐在他们we’ll run through each of the sections of the Databoards so that they know what we’ve done, what we need to improve on, and really the opportunities of growth.

They love it, especially the style of the of the Databoards because we can tailor them to their branding and it’s a really professional look.

How easy/hard was it to get set up with Databox?

[我可以告诉]您一直在用户界面上努力工作。

如果您（在产品团队中）完全负责[改善]代理商及其客户的登机[经验]，我不会感到惊讶。

我发现自己需要做什么，而指南足够了。可能有几个问题[我]。我当然与团队中的某人进行了电子邮件互动，这是一个非常快速的回应。[但是，其余的]我们能够非常轻松地为自己弄清楚。

How did you roll out automated reports to your clients?

我们确实正在进行一个教导客户[数据库]现在可以随时可用的过程。

We give them the link to the live Databoard as one way we’re being transparent with them–they can go and have look any day to can see how we’re ‘getting on’ and then at the end of the month, we’ll do a

Zoom，我们只能共享屏幕并贯穿[数据库]的每个部分，因为我们已经量身定制了仪表板，以便删除他们需要查看的关键指标。

我们都是关于销售的。所有关于收入和利润影响的影响。

I can tell the client how many likes we’ve got on Facebook, how many website hits we’ve had on a certain day on a certain page. That’s all brilliant, but without being able to show the journey and showing that impact on revenue, sales, and profit–we’re really kind of kidding ourselves.

What metrics matter most to you?

Coming from an engineering background, I’ve always liked the data side of it.

I’ve always liked that logical progression [that happens in a sales funnel]. And as a business owner, it’s what I’d want to see, so that’s what we give.

我们在Databox上为客户和我们自己掌握的奇妙之处之一是能够从寒冷的潜在客户到销售甚至终身价值绘制管道beplay体育appios的能力。

[在漏斗的顶部]，显然，我们通过将它们连接到Databox来使用所有社交平台。beplay体育appios

Then, we take people over to our website so we’re obviously checking that through Google Analytics. We use Active Campaign as a CRM, so when someone downloads one of our lead magnets, it pulls into Databox, too.

We have people attending webinars so we can pull that data in. [We also] use Drift, so we can pull Drift playbook conversions and calendar bookings into Databox. Using Databox, we can plot that whole journey [in one pipeline visualization].

We can even pull in [data from our] Xero accounting platform which is what we use to see actual revenue and profit growth.

当您可以绘制降落在页面上的，下载，参加网络研讨会，预定了电话，进行了销售 - 所有这些看起来很漂亮的管道都在一个非常漂亮的视觉仪表板上，我们的客户总是会留下深刻的印象。

能够在所有这些不同的平台中绑起来 - 如此强大。

哪些指标对您的客户最重要？

Obviously, we can pull out thousands of pieces a day across that ecosystem but don’t want them to go blind with numbers.

If we need to go in and delve any further, we can do that internally as an agency and then look to capitalize on opportunities from there.

我们是专家，我们需要向我们的客户展示我们知道我们在做什么，因此，是的，我们使用[Databox来监视KPIS背后的数据和[报告]关键指标。beplay体育appios