The Marketing Team
Is producing reports the bane of your marketing life?
The Data Challenge:
Unlinked data that isn’t GDPR compliant, inability to track competitors
Within a marketing environment, we found that the ability to pull data from a range of sources is a real issue. The numbers of completed sales and the total of incoming revenue needed to be reviewed easily to be incorporated into the marketing stats so that it was clear if KPI’s were being met. With different departments holding this data, it’s difficult for marketing department to collate the report.
There were also concerns about the data not being accurate and possibly not being GDPR compliant. The use of spreadsheets, with different users inputting data makes the chances of manual mistakes quite high.
Having a spreadsheet with all the clients’ email preferences which had to be updated manually was a liability. Mistakes could easily happen with different versions in use and manual errors being made.
Data unification, training and support
With Elevate, having a dashboard which brings all the data together, is visible to all teams and much less likely to accommodate mistakes, makes reporting much more efficient. Bringing together the data from the departments gives a clear message to all the team members in the company, that this information is for everyone to share and to analyse as they need to. There are no other versions that can cause issues.
GDPR issues can also be addressed, knowing that each client or lead has given their preferences which are recorded here.
The training and support provided are consistently given by the same people, so strong relationships can be forged. Training on how to use the systems and how to best analyse the data that is required by the specific department is given as part of the package costs. The ongoing monthly support that can provide assistance with any data queries can be invaluable.
Improved marketing campaigns and business decisions
Installing Elevate results in the unification of data, improved working practices and knowledge of the reports system. Leading to more efficient and confident reporting, which in turn leads to improved marketing campaigns, marketing strategy and wider business decisions.
Want to be more confident with your reporting?
Book a call today:
We’d love to discuss your data requirements. Fill in the enquiry form and we’ll get back to you shortly.
Alternatively, you may want to book an appointment for a time that suits you.
Either way, you’ll be speaking with Gareth or Faisal who’ll be able to talk through your challenges and come up with solutions.
Faisal Ahmed, Key Account Manager
Book a 15 minute discovery call with us