How Sellian Moved to Real-Time Client Reporting & Cut Reporting Costs in Half

在与客户共享重要信息时，演示文稿与物质一样重要。营销和广告顾问就是这种情况塞利安。尽管团队能够创建可用的报告，但该过程花费了几个小时，并且没有提供他们想要的专业成果。

该团队开始研究一种解决方案，该解决方案可以为他们的每月营销报告提供更专业的设计。集成功能和高质量数据库设计功能within Databox turned out to be exactly what the company was looking for.

We sat down with Ernst Wallinga, Co-founder of塞利安，要了解有关该公司在DataBox中发现的竞争优势的更多信息，以及他们如何使用它来加强其客户群和内部团队的运营。beplay体育appios

Serving the Journey

塞利安，成立于2015年，围绕在荷兰市场的中型公司的营销和潜在客户生成需求下建立。该公司的BDR和营销专业人员为入站战略设计和内容，还充当销售团队，从入站线索中发展关系，确定最合适的前景和决策者，并代表客户进行出站勘探。

与所有销售和营销部门一样，该公司负责显示其结果，必要时进行课程纠正，并为其客户带来巨大的价值。它能够通过敏锐地了解客户生命周期（包括漏斗开发以及有效的销售和营销实践）来实现此目的。

“许多公司都在寻找更好的潜在客户……他们没有适当的销售流程，也没有适当的营销过程。通常，对齐方式缺失。”

The company saw the opportunity to take up these functions in order to boost their clients’ revenue.

塞利安’s Top Integrations

Strengthening Customer Relationships

在营销和广告机构的海洋中，塞利安（Sellian）找到了一种使用一个简单但高效的想法来区分自己的方法。塞利安（Sellian）将其问责制和向客户报告到一个新的级别，在其办公室中安装了一个实时数据库，该数据库在定制创建的DataBox数据库上以其指标为特色。beplay体育appios这是一种非常有效的工具，可以显示他们对透明度和结果的承诺。它还与客户建立了即时的忠诚度，他们依靠将数据浏览的便利性作为其保留合同的一部分提供。

Wallinga首先在网站访问客户时遇到了这个想法。在参观办公室时，他们遇到了50英寸电视，实时显示指标数据。看到这种高度透明的跟踪指标的方法（从字面上看）展示了Wallinga的思考。“这确实是巧合，但正是我们想要的，我们的客户对此感到满意。”

The power of the in-office display is two-fold. First, it serves as an excellent means of communicating progress and value in real-time. This manner of reporting is so effective, says Wallinga, it’s actually reduced the amount of time Sellian spends on in-person reporting. Where an in-person monthly meeting used to be standard practice, the instant information available through the display means that monthly meetings can be reduced to a monthly report delivered by email, requiring only quarterly meetups to discuss strategy and address any concerns not covered in the Databoards.

“现在，客户更多地参与其中。If they see changes in the data, the call us and say ‘what’s happening?’’’ Even though the team is on top of everything, that saves them time, as they can sync with the client right away and agree on any changes that are necessary.

装满有价值数据的平屏还可以用作强大的营销工具。客户办公室的访客自然会遇到显示器（以及著名的卖光品牌），并立即对数据和概念感兴趣。“谁在交付这个？他们的客户喜欢专业的，令人触角的设计，以及他们最早在第一天就可以在广告系列和计划的相关数字上获得最新信息。

The Databoards have also made clients more engaged and responsive. Where they now have visibility into their metrics at a glance, they can partner actively in the success of these campaigns, ask questions and collaborate on needed changes in an agile way, and get in touch with the results on an ongoing basis.

“We try to make a forecast for what they do, instead of looking back and seeing what we did. The customers like to see the funnel growing.”

This ability to see what’s ahead has created predictability in the numbers— a hot commodity in the current, unpredictable climate of COVID-19.

更容易销售，更多数据

At first, the team was reluctant to overhaul their reporting functions in such a profound way, content to rely on the data in Hubspot as they had been for some time. Wallinga saw the benefits, though, and recruited some internal champions who were optimistic about the potential.

很快，团队开始看到直接和实时教育客户的价值。它为报告和讨论竞选有效性和“汇报”的努力减少了，留下了更多宝贵的时间来讨论下一步和主动措施。

团队还使用数据简化其内部会议和沟通。销售和营销团队持续跟踪几个指标，包括以活动为中心的指标，拨打电话，发送电子邮件，发现会议集，引号，封闭式，封闭式，封闭式和网站流量。

在数据库上可用这些数据会使内部通信和目标提高生产力。

“Its a really good starter for the conversation. We start with sales and then go back to marketing,” says Wallinga, describing it as a bit of reverse engineering. “We look at what we did, what does that mean, and where can we improve.”

Having this information available at a glance means the sales and marketing teams can arrive at retrospectives more prepared, with a better understanding of the numbers up for discussion.

准备未来

The team is looking forward to expanding their internal use of Databox in the future, and Databox is ready to help as it expands its integration capabilities and offers custom solutions to solve novel reporting needs.

If your business could benefit from realtime data like Sellian has,create an accountand chat with our team.