Databox Partner Program
Databox Partner Program Leveraging the HubSpot Mktg & CRM Connectors in Databox 5/18/17
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
Currently, we pull 138 HubSpot Mktg + CRM Metrics
available METRICS
where to find them
why isn’t every metric available?
● Full list of HubSpot metrics can be found in The HubSpot Analytics Dashboard You’ve Always Wanted blog post ● Not every metric is available via HubSpot’s API ● Constantly working to build our metric library through requests
There are currently 23 HubSpot Mktg templates and 14 HubSpot CRM templates to choose from
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
high-level FUNNEL
basic structure
how to position this
● Understanding the funnel and developing strategies to attract and nurture prospective clients is vital to successful marketing.
● Standard Reporting: choose a few reports that are pre-made (such as the high level funnel) and pull them into your account.
Use this Template
Use this Template
inbound METHODOLOGY
basic structure
how to position this
● Split up reporting: ○ Attract, Convert, Close
● Provide 3 or 4 basic reports that walk them through the stages of your marketing strategy and the inbound methodology
ATTRACT
Use this Template
CONVERT
Use this Template
CLOSE
Use this Template
advanced REPORTING
what’s offered?
how to position this
● ● ● ●
Use new templates Advanced features (goals, calcs, alerts, etc.) Additional data sources In-depth analysis
● Have the ability to make more data-driven decisions by more gaining insight into more metrics
Use New Templates
Focus in on different features, like landing page performance
Use this Template
Incorporate Advanced Features: Aggregate HubSpot Accounts
● Use Data Calculations ● Set goals ● Monitor with alerts Use this Template
Add New Data Sources Report on HubSpot and Google Analytics metrics in one dashboard
Use this Template
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
If you can’t get away with just the templates, create a custom report using the Designer tool
Use the left panel to add available datablocks configured for your desired data source…..
Help
… or the right panel to customize a blank datablock to reflect the metric of your choosing
Help
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
- Choose custom background color - Upload background image - Add company logo
HubSpot (Email Performance)
● Send out streaming URL to clients to bookmark the page ● Carousel Mode: loop multiple datawalls to create comprehensive report
Let your clients know what’s going on in the data through the notes datablock
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
Suggested Activities for You 1. Set up a plan for your reporting packages. What are you going to offer to your current clients? What are you going to offer to future clients? 2. Download templates that use sales and marketing strategies you haven’t utilized before. 3. Roll out to clients: position as a near real-time reporting strategy that will give more insight into how you’re reaching your goals and getting them where they want to be.
Databox Partner Program Session #7: Introducing the Seventh Sense Connector (and some cool ways to use it)
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
Currently, we pull 138 HubSpot Mktg + CRM Metrics
available METRICS
where to find them
why isn’t every metric available?
● Full list of HubSpot metrics can be found in The HubSpot Analytics Dashboard You’ve Always Wanted blog post ● Not every metric is available via HubSpot’s API ● Constantly working to build our metric library through requests
There are currently 23 HubSpot Mktg templates and 14 HubSpot CRM templates to choose from
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
high-level FUNNEL
basic structure
how to position this
● Understanding the funnel and developing strategies to attract and nurture prospective clients is vital to successful marketing.
● Standard Reporting: choose a few reports that are pre-made (such as the high level funnel) and pull them into your account.
Use this Template
Use this Template
inbound METHODOLOGY
basic structure
how to position this
● Split up reporting: ○ Attract, Convert, Close
● Provide 3 or 4 basic reports that walk them through the stages of your marketing strategy and the inbound methodology
ATTRACT
Use this Template
CONVERT
Use this Template
CLOSE
Use this Template
advanced REPORTING
what’s offered?
how to position this
● ● ● ●
Use new templates Advanced features (goals, calcs, alerts, etc.) Additional data sources In-depth analysis
● Have the ability to make more data-driven decisions by more gaining insight into more metrics
Use New Templates
Focus in on different features, like landing page performance
Use this Template
Incorporate Advanced Features: Aggregate HubSpot Accounts
● Use Data Calculations ● Set goals ● Monitor with alerts Use this Template
Add New Data Sources Report on HubSpot and Google Analytics metrics in one dashboard
Use this Template
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
If you can’t get away with just the templates, create a custom report using the Designer tool
Use the left panel to add available datablocks configured for your desired data source…..
Help
… or the right panel to customize a blank datablock to reflect the metric of your choosing
Help
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
- Choose custom background color - Upload background image - Add company logo
HubSpot (Email Performance)
● Send out streaming URL to clients to bookmark the page ● Carousel Mode: loop multiple datawalls to create comprehensive report
Let your clients know what’s going on in the data through the notes datablock
Agenda for Today: 1. What’s Available? 2. How to Structure your Reporting 3. Create a Custom Report 4. Improve the Client Experience 5. Suggested Activities for You
Suggested Activities for You 1. Set up a plan for your reporting packages. What are you going to offer to your current clients? What are you going to offer to future clients? 2. Download templates that use sales and marketing strategies you haven’t utilized before. 3. Roll out to clients: position as a near real-time reporting strategy that will give more insight into how you’re reaching your goals and getting them where they want to be.
Databox Partner Program Session #7: Introducing the Seventh Sense Connector (and some cool ways to use it)
