How Yieldify uses Data to Increase Customer ROI and Drive ...
Customer Success Story
Customer
The Challenge Account teams need visibility into ROI and other performance metrics to manage campaigns and keep clients happy, but siloed data
How Yieldify uses Data to Increase Customer ROI and Drive Operational Efficiency Looker helps Yieldify grow by democratizing access to every aspect of account performance.
sources and manual processes made it hard to get reports.
The Solution With Looker’s self-service dashboards, freeform data exploration, and a reliable source of truth, everyone in the company can access the information they need to optimize client ROI and grow the business
The Upshot
77 Looker Users every month
Customers include Domino’s Pizza, Marks & Spencer, and Omni Hotels & Resorts
Rapid Growth Through Data-Driven Decisions Every time you use email, surf the web, or open a mobile app, you’re likely to see an ad. Although it’s tempting to click to find out more, a high percentage of people who click through quickly leave the advertiser’s website or abandon their shopping carts. Yieldify increases sales for eCommerce websites through predictive marketing techniques that can detect when visitors are about to leave the site. Data scientists, entrepreneurs, industry thought leaders, and conversion experts work together to create automatic followup campaigns that encourage people to make a purchase through special offers, suggestions for related products, and easy ways to sign up for more information. This “remarketing” approach helps boost conversion rates, without adding complexity for the client. Yieldify’s sales, account management, and customer success teams rely on Looker for the analysis that lets them optimize and continuously monitor the performance of their accounts. Using accurate, real-time reporting from a single, reliable source of truth, the teams have the insights they need to prioritize their efforts, refine their processes, demonstrate ROI to clients—and increase the company’s revenues.
1 Million Interactions a day with consumers on eCommerce sites
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Yieldify Success Story “We want everyone to become data self-sufficient - to understand the data, pull whatever they need, and not have to come and ask anyone else. Looker makes that possible.” Adam Dathi, Senior Business Intelligence Consultant
The Challenge Yieldify’s predictive marketing technology interacts with over 1 million people on eCommerce sites daily, which generates a tremendous amount of event data. This has to be combined with transaction data to answer the key questions about website performance: How many people clicked through to the client’s website? How many of them ended up making a purchase? And what happened to the people who left? In order to optimize tactics for appropriate follow-up offers, Yieldify has to continuously track and analyze these parameters and more. The company uses two different models for charging clients—either commissions on online sales or fixed-cost campaigns—and it works through affiliates as well as directly with brands. In the midst of all this complexity, the sales and account teams need accurate revenue tracking and attribution, both for internal team management and for reporting ROI to clients. Before Looker, Yieldify’s data was distributed across siloed sources: Salesforce for CRM data, Hubspot for marketing, a commissions database, a campaign database, and more. On top of that, the affiliates had their own separate data systems for tracking and billing. Reporting across all of these sources forced the BI team to use time-consuming manual processes to aggregate data and write queries, and there were some types of reports they couldn’t create at all. Finance, sales, and account managers were often forced to wait if reports got bottlenecked, and it was virtually impossible for non-technical business users to explore the data on their own.
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Yieldify Success Story “Our management meetings all use a Looker dashboard. Everyone can see what’s happening. Data is the core point everyone can discuss.” Adam Dathi, Senior Business
The Solution Yieldify realized that they needed to consolidate all their data in one place and use a single tool for BI across the organization. After deciding to migrate their data to Amazon Redshift, the BI team evaluated more than 30 possible solutions and concluded that Looker was the best choice. Unlike other options that were strong only in specific areas, Looker offered powerful features across the entire range of Yieldify’s requirements. The BI team wanted a fast, cloud-based solution offering self-service data exploration as well as visualization, with easy drill-down functions. They liked that Looker was intuitive for users at any level and were also eager to use Looker’s flexible modeling language to set up consistent business rules across the company.
The Upshot Looker has turbo-charged Yieldify’s use of data to operate the business. With self-service dashboards and consistent business metrics, the company can manage resources more accurately, respond to opportunities more quickly, and easily adapt to organizational changes in the face of rapid growth. Smarter Decisions With Looker, decisions at every level of the company are backed by data. Almost every person in the company uses Looker on a daily basis to get answers in seconds rather than waiting hours or days for one-off reports. Dynamic dashboards make it easy to drill down to the details, and increasing numbers of team members use data exploration to identify new questions and uncover new insights. Business users are inspired to build or request new reports such as a funnel analysis on marketing strategies or an assessment of campaign attributes that are seasonally affected. Consistent Metrics Using Looker’s modeling language, the BI team has been able to set up consistent business rules and metrics across the company. Everything from campaign to Salesforce data is now accessible through Looker, so everyone in the Finance, Sales, Account Management, and Customer Success teams can understand how campaign and account performance impact revenues and compensation. With Looker as their single source of truth, teams run meetings with dashboards, jumping straight to decisionmaking instead of wasting time arguing over different numbers.
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Yieldify Success Story “It’s easy to drill down. You can quickly edit the view to look at something different or break it down by vertical or slice it in a different way, or even add a field or two.” Adam Dathi, Senior Business Intelligence Consultant
Accurate, Timely Client Reporting It’s also easy to keep clients up to date, with data automatically transferred from Looker to standard client report forms in Excel or Google Sheets. These demonstrations of ROI, backed by solid data, can also be abstracted to help bring new clients on board. Increased Efficiency As the BI and Customer Success teams continue to build more models in Looker, more and more of the reporting is automated. This saves time across the organization and frees data analysts to focus on the deeper, more complex, questions. Increased visibility into the business has also made it possible for staff at any level to challenge current processes and propose more efficient alternatives. For example, an account manager spontaneously created an improved Client Report, which the entire organization now uses. At Yieldify, happy clients quickly translate to more business. Thanks to Looker, streamlined processes and smarter decisions are boosting client ROI and fueling the company’s growth.
Ready to Love Your Analytics?
Come see a live demo and schedule your free trial. Call 888-960-2331 or go to:
About Looker
Looker is an inventive software company that’s pioneering the next generation of business intelligence (BI). We believe in bringing better insights and datadriven decision-making to businesses of all sizes. The company has fast become the catalyst that is creating data-driven cultures at hundreds of industry-leading companies such as Yahoo!, Gilt, Warby Parker and Sony.
looker.com/demo Follow @lookerdata or visit www.looker.com
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Customer
The Challenge Account teams need visibility into ROI and other performance metrics to manage campaigns and keep clients happy, but siloed data
How Yieldify uses Data to Increase Customer ROI and Drive Operational Efficiency Looker helps Yieldify grow by democratizing access to every aspect of account performance.
sources and manual processes made it hard to get reports.
The Solution With Looker’s self-service dashboards, freeform data exploration, and a reliable source of truth, everyone in the company can access the information they need to optimize client ROI and grow the business
The Upshot
77 Looker Users every month
Customers include Domino’s Pizza, Marks & Spencer, and Omni Hotels & Resorts
Rapid Growth Through Data-Driven Decisions Every time you use email, surf the web, or open a mobile app, you’re likely to see an ad. Although it’s tempting to click to find out more, a high percentage of people who click through quickly leave the advertiser’s website or abandon their shopping carts. Yieldify increases sales for eCommerce websites through predictive marketing techniques that can detect when visitors are about to leave the site. Data scientists, entrepreneurs, industry thought leaders, and conversion experts work together to create automatic followup campaigns that encourage people to make a purchase through special offers, suggestions for related products, and easy ways to sign up for more information. This “remarketing” approach helps boost conversion rates, without adding complexity for the client. Yieldify’s sales, account management, and customer success teams rely on Looker for the analysis that lets them optimize and continuously monitor the performance of their accounts. Using accurate, real-time reporting from a single, reliable source of truth, the teams have the insights they need to prioritize their efforts, refine their processes, demonstrate ROI to clients—and increase the company’s revenues.
1 Million Interactions a day with consumers on eCommerce sites
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Yieldify Success Story “We want everyone to become data self-sufficient - to understand the data, pull whatever they need, and not have to come and ask anyone else. Looker makes that possible.” Adam Dathi, Senior Business Intelligence Consultant
The Challenge Yieldify’s predictive marketing technology interacts with over 1 million people on eCommerce sites daily, which generates a tremendous amount of event data. This has to be combined with transaction data to answer the key questions about website performance: How many people clicked through to the client’s website? How many of them ended up making a purchase? And what happened to the people who left? In order to optimize tactics for appropriate follow-up offers, Yieldify has to continuously track and analyze these parameters and more. The company uses two different models for charging clients—either commissions on online sales or fixed-cost campaigns—and it works through affiliates as well as directly with brands. In the midst of all this complexity, the sales and account teams need accurate revenue tracking and attribution, both for internal team management and for reporting ROI to clients. Before Looker, Yieldify’s data was distributed across siloed sources: Salesforce for CRM data, Hubspot for marketing, a commissions database, a campaign database, and more. On top of that, the affiliates had their own separate data systems for tracking and billing. Reporting across all of these sources forced the BI team to use time-consuming manual processes to aggregate data and write queries, and there were some types of reports they couldn’t create at all. Finance, sales, and account managers were often forced to wait if reports got bottlenecked, and it was virtually impossible for non-technical business users to explore the data on their own.
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Yieldify Success Story “Our management meetings all use a Looker dashboard. Everyone can see what’s happening. Data is the core point everyone can discuss.” Adam Dathi, Senior Business
The Solution Yieldify realized that they needed to consolidate all their data in one place and use a single tool for BI across the organization. After deciding to migrate their data to Amazon Redshift, the BI team evaluated more than 30 possible solutions and concluded that Looker was the best choice. Unlike other options that were strong only in specific areas, Looker offered powerful features across the entire range of Yieldify’s requirements. The BI team wanted a fast, cloud-based solution offering self-service data exploration as well as visualization, with easy drill-down functions. They liked that Looker was intuitive for users at any level and were also eager to use Looker’s flexible modeling language to set up consistent business rules across the company.
The Upshot Looker has turbo-charged Yieldify’s use of data to operate the business. With self-service dashboards and consistent business metrics, the company can manage resources more accurately, respond to opportunities more quickly, and easily adapt to organizational changes in the face of rapid growth. Smarter Decisions With Looker, decisions at every level of the company are backed by data. Almost every person in the company uses Looker on a daily basis to get answers in seconds rather than waiting hours or days for one-off reports. Dynamic dashboards make it easy to drill down to the details, and increasing numbers of team members use data exploration to identify new questions and uncover new insights. Business users are inspired to build or request new reports such as a funnel analysis on marketing strategies or an assessment of campaign attributes that are seasonally affected. Consistent Metrics Using Looker’s modeling language, the BI team has been able to set up consistent business rules and metrics across the company. Everything from campaign to Salesforce data is now accessible through Looker, so everyone in the Finance, Sales, Account Management, and Customer Success teams can understand how campaign and account performance impact revenues and compensation. With Looker as their single source of truth, teams run meetings with dashboards, jumping straight to decisionmaking instead of wasting time arguing over different numbers.
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
Yieldify Success Story “It’s easy to drill down. You can quickly edit the view to look at something different or break it down by vertical or slice it in a different way, or even add a field or two.” Adam Dathi, Senior Business Intelligence Consultant
Accurate, Timely Client Reporting It’s also easy to keep clients up to date, with data automatically transferred from Looker to standard client report forms in Excel or Google Sheets. These demonstrations of ROI, backed by solid data, can also be abstracted to help bring new clients on board. Increased Efficiency As the BI and Customer Success teams continue to build more models in Looker, more and more of the reporting is automated. This saves time across the organization and frees data analysts to focus on the deeper, more complex, questions. Increased visibility into the business has also made it possible for staff at any level to challenge current processes and propose more efficient alternatives. For example, an account manager spontaneously created an improved Client Report, which the entire organization now uses. At Yieldify, happy clients quickly translate to more business. Thanks to Looker, streamlined processes and smarter decisions are boosting client ROI and fueling the company’s growth.
Ready to Love Your Analytics?
Come see a live demo and schedule your free trial. Call 888-960-2331 or go to:
About Looker
Looker is an inventive software company that’s pioneering the next generation of business intelligence (BI). We believe in bringing better insights and datadriven decision-making to businesses of all sizes. The company has fast become the catalyst that is creating data-driven cultures at hundreds of industry-leading companies such as Yahoo!, Gilt, Warby Parker and Sony.
looker.com/demo Follow @lookerdata or visit www.looker.com
© 2013-2016 Looker Data Sciences, Inc.®, 101 Church Street, 4th Floor, Santa Cruz, CA 95060
www.looker.com
831.226.3060
