Bordeaux & Burgundy upgraded client reporting with Databox, saving time and empowering clients to act on data—without hand-holding.
George Saunders is the Creative Director at Bordeaux & Burgundy, a global B2B marketing agency. Specializing in helping SaaS companies grow through paid advertising and content marketing, George’s team supports clients from startups to enterprises with everything from creative execution to analytics.
Bordeaux & Burgundy’s reporting process was strained under the weight of fragmented data and time-consuming explanations. Their clients, who often varied in skill and focus, struggled to digest insights from dashboards that weren’t tailored to their level of data fluency.
“Our biggest challenge was bringing together data from different sources and creating a visualization that was simple for our clients,” George explains. “We weren’t always available to walk them through everything, so they needed to be able to absorb the reports on their own.”
Not only did this lead to delays and confusion, but it also created a bottleneck internally. Too much time was spent building and explaining reports rather than using insights to improve client performance.
The team initially relied on another tool, which worked during their early years, but as client expectations grew, the platform fell short. “It just didn’t represent us well anymore. It didn’t look enterprise-grade, and that’s the level of quality we offer,” George shares.
They began looking for a reporting solution built with agencies in mind. What caught George’s attention was Databox’s marketing and CEO-led thought leadership. “As marketers, when you find marketing that works on you, you’re impressed by it. Databox stood out.”
Transitioning to Databox was fast and seamless. Thanks to built-in integrations, George’s team was able to plug in CRMs, advertising platforms, and more without needing manual API work. “We were able to migrate our reports really quickly,” he notes.
When implementation challenges did arise, Bordeaux & Burgundy had strong support. Their account manager, Bella, made a lasting impression. “Bella has looked after us so amazingly,” George says. “Whether it was solving technical issues or guiding us through workarounds, she’s been incredible.”
With Databox, Bordeaux & Burgundy streamlined reporting across client accounts, saving time and boosting clarity. Clients can now absorb reports on their own schedules, freeing the agency up to focus on strategy.
Key benefits include:
“We used to spend time building the report. Now we spend time analyzing and acting on it. That has a huge impact on performance.”
“If reporting is a pain point for your clients, that’s a sign you need a new tool,” George advises. “Databox is incredibly easy to use and quick to migrate to. If you’re on the fence, take the free trial. Most people will find what we did—it just works.”