How A Growing Marketing Agency Uses Databox to Make Real-Time Decisions & Increase Client Retention

WhenSocial Hustle联合创始人Dalin Bernard和Christopher Parrett在一起接受了一个小型咨询项目，他们不知道这是一个蓬勃发展的机构的开始。

最终，他们的客户名单增长了，他们的蓬勃发展的业务需要一个名字。社会喧嚣出生，一年前，他们开始全职运营代理机构。

Bernard and Parrett are now opening a second office in Austin, Texas with plans to double the size of their team in 2020.

Databox has been an integral aspect of their growth over these last nine months as they enter this exciting new chapter. Here’s how the platform has supported every aspect of their client relationships from proposals through to retention.

1. Immediate performance insights

在社交喧嚣的团队开始使用DataMox之前，他们的旗舰客户之一请联合创始人克里斯beplay体育appios托弗帕里特关于特定指标的同比报告。Parrett知道他无法提取指标 - 而不是他们目前的工具名册。这是一个小小的唤醒电话，社会喧嚣需要一个提供更多灵活性的一体化平台。他们的团队为新数据平台注册了六个演示。“beplay体育appiosDataBox是，到目前为止，我们最喜欢的”帕雷特说。

In the past, Parrett had used Raven Tools, but it lacked the easy-to-understand visualization that they wanted for clients. They also used Google Data Studio to create custom reporting.

“It was a much more manual process,” Parrett says. “If clients wanted to see something for a specific connection, I would have to handmake it. But in most instances, I couldn’t make them what they were looking for. There wasn’t a solution for it beforehand. Databox solved the issues we were having and then provided us with additional functionality.”

Databox is 6x more efficient than manual reporting.

beplay体育appiosDataBox转变了社交喧嚣的工作流程。而不是在手动报告中花时间 - 或者令人失望的客户有限的指标 - 他们的团队有他们需要的数据来发展他们的客户的公司而没有头疼。

Now clients could understand their company’s performance in just moments. As Parrett summarizes: “It’s 50-60% easier to immediately understand top-level metrics with Databox than with Raven Tools.”

Parrett also credits Databox with the team’s ability to stay agile and make real-time decisions.

“I can look at it in a glance, I can get a health check or directional understanding far quicker,” he says.

效率转化为社会喧嚣尺度的内部协作。

“We all know where our source of record lives, and it’s within Databox. Anytime you streamline a tool to be a sole source of record, progress happens faster,” shares Parrett. With their growing team on the same page, there’s no limit to how much they can succeed as a company.

2.销售和客户参与更强

当代理商使用DataBox时，他们将beplay体育appios平台的最大优势传递给客户。社交喧嚣的两个创始人开始任何与动态销售播放的参与，这强调了他们在DataBox周围构建流程的方式。beplay体育appios他们的建议包括工具上的整个部分，因为他们已经收到了当前客户端的这种梦幻般的反馈。

It’s no surprise then, that Databox is also at the center of the onboarding process, too.

模板可以轻松开发自定义报告，而无需为每个新客户手动重新调用解决方案。

“In every onboarding call we have with our clients, we pull up the integrations and we ask them to let us know which services they’re using,” says Parrett. “Then, we take the templates from our management account and we push the templates we created into their accounts. We create the connections, set up the monthly reporting, invite the user to the platform and invite them to use the apps.”

It takes minutes and hours, not days, to develop comprehensive reporting systems that underpin the client-agency relationship.

从那里，团队可以利用该工具。“每次我们每月报告电话时，我们都会通过每个Databoard谈谈。这样，他们习惯了解它，了解我们的指标。“

超越这些更详细的每月核对，Parrett的团队计划每个客户端的快照。每个快照链接到aCarousel, which streams the clients’ Databoards together into one full visual report. It only takes a few seconds for clients to know how their company is doing, which builds trust and engagement.

3.客户的额外价值和更好的结果

Christopher Parrett emphasizes that, even though clients hire Social Hustle to meet specific goals, his team takes a holistic approach to supporting the company.

客户是否对物理营销甚至广播有疑问，Parrett可供咨询。他说，“很容易找到一个擅长一项任务的人，但是在那些想要在那里提供帮助和提升其周围的所有辅助方面的公司都有差距。”

社会喧嚣队依赖于DataBox提供洞察力，而不仅仅是在原子能机构的beplay体育appios表现，而且为整个公司的指标提供了洞察力，而是依据。Parrett强调，“我们真的很努力成长一切，即使他们正在寻找一个特定的东西。”

Databox’s旋转木马模式与竞争相比，将社会喧嚣的整体方法变成。“它允许我们立即将所有信息提供给每个人。无论是营销团队还是电子邮件团队，我都希望他们能够获得理解公司​​将会的方向，“他说。

Social Hustle and Databox become a part of the daily operations of the client, making them both indispensable moving forward. “People don’t want to cancel because they don’t want to lose this reporting hub, where everything they do is connected in a single place. You literally provided a resource and a tool for them to go to for everything,” summarized Parrett.

Join thousands of other agencies that are already using Databox

Looking to track all of your client data in one place, automate the reporting process, and enable your team to spend more time on strategy and execution?

它可以自由入门。在这里创建一个免费的机构帐户开始轻松添加客户端帐户（无需访问客户端）和连接数据。