act-on and power bi, it's official!

Post on 14-Apr-2017

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Gal JosefsbergVP Productsgal.josefsberg@act-on.net@gjosefsberg

Act-On SoftwarePower BI Embedded Solution

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.

1.

3.

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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

4.

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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3.

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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?

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