Reporting & Analytics

BROOKE’S PORTFOLIO

A typical way we collect business intelligence on our initiatives is through piecemealing data-driven insights from our omnichannel tactics. While we’ve done a fabulous job integrating our sales tech so far, we still haven’t been able to build a Power BI or Tableau dashboard* for a one-stop-shop.

Rather, a typical marketing meeting will have us showcasing work via:

Salesforce reports of campaigns, leads, contacts and account engagement
Google Analytics, Microsoft Clarity and SEMrush among other tools to track organic and paid traffic, push notification engagement, target account website visits and more
Emfluence (marketing automation) and Outreach.io (sales automation) to show engagement on email and phone efforts
Various social media reports, mainly highlighting LinkedIn
ZoomInfo reporting for target account 1st and 3rd party buyer intent

When do we review and assess marketing metrics and KPIs?

Monthly meetings to the President, CEO and Managing Directors
When target account activity bubbles up in real time to act on personalized 1-1 outreach ourselves, or alert business development to take action
Weekly assessments of advertising to optimize our cost-per-acquisition spend
Quarterly assessment of our SEO and content marketing efforts to investigate site visitor activity, and if it’s acting in accordance with our intentions, and adjust

* While we have not done the data engineering required to feed a real-time dashboard, we did create a story of our 2021 efforts in Power BI (12 dashboards). I can’t reveal a more detailed view, but this gives you an idea: