act-on and power bi, it's official!
TRANSCRIPT
At Act-On, we love marketing as much as you do. We are a marketing technology company with a passion for
helping the marketer, do the best work of their career.
A few of the 4,000 customers that can attest to this passion
Act-On enables:
Openness – best in class, plug and play integrations (CRM, CMS, BI, etc.)
Inbound and outbound marketing excellence – from web tactics to campaigns
Automatic optimization – from responsive website design to SEO recommendations.
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We’re Building a Platform that Powers the Customer’s Journey
The CMO’s Challenges
The CMO is facing four challenges:
Too many point
solutions
1.
Too much data
3.
Not enough people
2.
Struggling to own
the brand
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Our goal is to build a system that solves this
• Provide a way for the CMO to own the entire customer experience:• Brand building• Demand generation• Customer marketing
• By collecting data across channel, media and engagement• And then coordinating marketing activities:
• Across multiple channels• Providing accurate attribution and pipeline forecasting• Fostering targeted and personalized engagement
• With Enterprise level features• And a consumer UI
The Act-On Solution
This generates a ton of data…
Marketing Automation collects:
How do we make this data ACCESSIBLE to customers for analysis and decision
making?
ANONYMOUS VISITORSSEARCH, SOCIAL, AD CLICKS
FORM VIEWS AND FILLSEMAIL SEND, OPEN, CLICKNURTURE PROGRAMS
EVENTS CRM DATA
ADVOCACY DATA
Marketers are seeking best-in-class BI tools not reporting native to marketing technology
applications
Issue Act-On Hubspot Marketo Pardot
Hard to use 4.9% 6.7% 6.8% 5.4%
Poor performance 3.7% 2.9% 5.6% 5.4%
Templates 11.7% 2.8% 3.8% 3.7%
Landing pages 7.4% 2.2% 4.3% 2.2%
Reporting 11.1% 8.7% 14.7% 9.8%
% of reviews that complained about… BestWorst
Reporting is the most common pain point regardless of company size
Act-On and Power BI
Solution Goals
• Deliver high quality dashboards and reports
• Minimize engineering time required per report
• Allow PSO and CS to deliver customer specific solutions
• Handle large amounts of data
• Quick time to market
• Use cases• standard reporting• custom reporting
• We examined the following options:• Build our own reporting platform• Power BI• Another BI vendor
• Eventually decided on Power BI• Initially mentioned by a mutual partner, Vuzion
Market and Customer Research
Embedded PowerBI
Embedded PowerBI allowed Act-On to:
Easily create basic reports with minimal engineering resources
Create custom reports by any dataset for any customer
Provide a tool for Act-On PSO to create new reports on demand
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CRM, Opens, clicks, views, plays, logins, company profile, demographics, attendance, interactions, billing, support cases, product usage
Act-On Data Layer
Export large amounts of data on prescheduled intervalsData Studio
Embedded Power BIUnderstanding customer interactions at the account level
ReportsDetailed performance analysis
DashboardsQuick visual indicators of performance
Custom SolutionsReports and dashboards built by PSO
Act-On UIAll reports and dashboards are embedded in the application, no separate sign in to Power BI
Solution Architecture
Report 1 – Marketing Performance
Report 2 – Sales Performance
Report 3 – Custom Analysis
• Analytics module• Advanced reporting module
• Customers building dashboards
Next Step
Questions?