How can Marketing Agencies best use Databox?

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There are three general ways that Agencies use Databox:

  1. Reporting: Easily creating monthly reports within the Databox product and monitoring those reports throughout the month to stay on top of good (or bad) news.
  2. Sales ProcessProviding more value up front to Clients, and easily giving a comprehensive report on their existing marketing data.
  3. Retention/ Upselling: Agencies use the Goals feature to prove their value and recommend new services.

Let's dive deeper into each of these use cases. 

1. Using Databox for Reporting

When it comes to data monitoring and reporting, there are typically two separate interests within the Agency:

  1. The Agency Owner or Director of Client Services, who does not personally own any accounts
  2. Each individual Account Manager

The Owner or Director of Client Services can use the  Client Performance Screen to see up to 5 KPIs from every account on one screen. This allows you to perform quick health checks across all of your Clients. 

So, if you want to view your monthly Visits, Inbound Leads, New Customers, Revenue and Facebook Spend for every client, you can easily check in on that data every day in one place.

For an individual Account Manager, the goal is typically to eliminate the hours of copying and pasting data into a spreadsheet and formatting a Powerpoint. This can be done by following the Onboarding plan for Databox Partners ( see here). 

In Databox, the automated dashboards refresh their data every hour in paid Accounts (or every day in Free Accounts), so the data is always current. This allows more time for analysis and actionable items based on the state of the data. 

Account managers typically add  Annotations and Notes to clearly highlight the insights that they have gathered from the data. They have the ability to share this data in a variety of ways: 

  1. Streaming URL that the Client can use to view their data on a TV in their office and/ or during monthly meetings with the Account Manager. Learn more here. 
  2. Scheduled Snapshots that will send a screenshot of the Databoard at regularly scheduled times. Learn more here.
  3. Alerts set within the app. Learn more here. 
  4. Daily scorecards sent via email. Learn more here.

2. Using Databox in the Sales Process

The main reason a Client hires a Marketing Agency is to improve their business. Therefore, the more specific you can get in diagnosing areas that they aren't performing as well as they could and areas you could improve, the better.

In Databox, you can create Databoards for perspective Clients to use during the Sales process. Once you create standard Templates for these Databoards, you can   tag them Databoards to use with future prospects. Annotations and Notes allow you to highlight areas they could improve their performance so that your Sales pitch is based on fact, rather than assumptions. 

Don't have access to your prospect's Data Sources?   Follow these steps to report on their data

3. Retention/ Upselling

Ultimately, the reason for reporting is to prove your Agency's value to your Clients. One way to do this is by setting clear  Goals with your clients to ensure you are working towards the same thing. To figure out what this "golden number" is, you can ask your clients "what are you looking for from this engagement? Would you fire us for 10 Leads a month or 100 Leads a month?" You can then add those Goals directly into the Client's Databox Account to ensure you're on track to reach them. 

The stricter you are with your Databox usage, the easier it will be to prove the correlation between your Agency's work and the Client's results.  Annotations allow you to highlight significant activities that took place on your side, and the impact of that activity on your Client's business. For example, let's say you released a blog post for your client on August 27th that increased the number of Organic Sessions by 6% for the next 4 days. By adding an Annotation to a Line Chart explaining the reason behind the spike in Organic Sessions after August 27th, you are giving your Client the tools they need to recognize the value of the work you're doing. This may also lead to conversations about how you can do more - if they're looking for a steady 10% increase in Organic Traffic, how many blog posts would you need to release a month to get there? With the proper setup and tools, this can all be identified through data.

Need more ideas? Here are the top  Databox features that Agencies love.

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