BUILDING INSIGHTS AROUND CONVERSION RATES THROUGH CUSTOM REPORTS

Transcription

1 BUILDING INSIGHTS AROUND CONVERSION RATES THROUGH CUSTOM REPORTS We will be starting at 2:00 pm ET. Use the Question Pane in GoToWebinar to Ask Questions! 1 Use the hashtag #InboundLearning on Twitter 2 Question of the day

2 Chris #InboundLearning

3 Nora Edmonds

4 AGENDA 1 Getting started with your Reports Dashboard 2 Your custom reporting checklist 3 Building custom reports for your marketing funnel 4 Building custom reports for your sales funnel 5 Next steps and resources

5 1GETTING STARTED WITH YOUR REPORTS DASHBOARD

6 DEMONSTRATE PAST VALUE. DRIVE FUTURE GROWTH.

7 90% of top performing companies say that analytics is critical to driving their overall strategy and improving operational outcomes. SOURCE: SALESFORCE STATE OF ANALYTICS, 2015

8 Enter the Reporting Add-on One place. All your reports. Multiple visualizations for better analyses. Unlimited shareable dashboards.

9 WHERE CAN I TURN ON MY REPORTS DASHBOARD?

10 ACTIVATE THE REPORTS PLATFORM

11 REPORTING PLATFORM WIDGET LIBRARY Once you ve added the Reporting Dashboard, you ll want to be sure to first check out the widget library.

12 CONVERSION RATE Percentage of users who take a desired action, such as download an offer, become a subscriber, or purchase from your website.

13 2 YOUR CUSTOM REPORTING CHECKLIST

14 YOUR REPORTING DASHBOARD CHECKLIST 1. Start with a question for the data. 2. Familiarize yourself with the Lists tool. 3. Set up Views in the CRM. 4. Connect your CRM to HubSpot.

15 YOUR REPORTING DASHBOARD CHECKLIST 1. Start with a question for the data. 2. Familiarize yourself with the Lists tool. 3. Set up Views in the CRM. 4. Connect your CRM to HubSpot.

16 Start with the question your data needs to answer.

17 QUESTION FOR THE AUDIENCE 1. What question about your business do you think data could help you answer? Submit a question in the chat pane.

18 YOUR REPORTING DASHBOARD CHECKLIST 1. Start with a question for the data. 2. Familiarize yourself with the Lists tool. 3. Set up Views in the CRM. 4. Connect your CRM to HubSpot.

19 How do I create a list..?

20 1 First Conversion Is Known 3 Persona Lists 2 Original Source = Social Media

21 QUESTION FOR THE AUDIENCE 1. What custom lists do you use for reporting?

22 YOUR REPORTING DASHBOARD CHECKLIST 1. Start with a question for the data. 2. Familiarize yourself with the Lists tool. 3. Set up Views in the CRM. 4. Connect your CRM to HubSpot.

23 Set up VIEWS in the CRM.

24 How do I create a view..?

25 YOUR REPORTING DASHBOARD CHECKLIST 1. Start with a question for the data. 2. Familiarize yourself with the Lists tool. 3. Set up Views in the CRM. 4. Connect your CRM to HubSpot.

26 Connect your CRM to HubSpot.

27 3 BUILDING CUSTOM REPORTS TO UNDERSTAND YOUR MARKETING FUNNEL

28 Contact Lifecycle Funnel

29 Where are our contacts coming from?

30 Use an original source report. You can manipulate the report, depending on where you want to increase your conversion rates.

31 What content is helping these contacts convert?

32 Let s take a look at content.

33 Let s get more specific.

34 Offer-specific contact funnel. SOURCE: LITMUS, ANALYTICS MARCH 2013

35 4 BUILDING CUSTOM REPORTS FOR YOUR SALES FUNNEL

36 Deal-Stage funnel.

37 Uncovering bottlenecks.

38 How much time do deals sit in each stage?

39 5 NEXT STEPS AND RESOURCES

40 WEBINAR NEXT STEPS 1 Start with QUESTIONS you need answered. 2 Use the templated reports to get ideas about what to report on 3 Use Contact Funnel and Deal Funnel reports to identify where you want to increase your conversions.

41 WEBINAR RESOURCES 1 Reporting Add-on Training [Video Class] 2 The Essential Marketing and Sales Metrics Your Team Should Track [Blog Post] 3 Measure the productivity of your sales team [Project] 4 How to Use Data to Make Smarter Marketing Decisions [Blog Post]

42 GET A PERSONALIZED DEMO Go to:

43 HAVE A QUESTION? Type it in the chat pane, now!

44 THANK YOU.