The Challenge: Fragmented Data Leading to Inconsistent Reporting
Like many agencies, Evenbound helps clients with everything from HubSpot implementation to paid advertising and content marketing. While HubSpot’s native reporting is robust, it couldn’t seamlessly integrate data from other critical channels like Google Ads, LinkedIn Ads, and organic social.
“Having inconsistent reporting was a big concern,” Shane explained. “Sometimes clients would come to us saying they needed to better understand what’s going on. We needed more clear and concise ways of slicing and dicing the data.”
For Shane, who regularly meets with clients to discuss performance and strategy, this fragmented reporting created real anxiety. “As the account strategist where I’m very client-facing, it can be nerve-wracking if you don’t have the data to support why you want to keep doing what you’re doing. It’s just an uphill battle.”
Finding a Solution
Having used Databox at two previous agencies since 2019, Shane immediately recognized it as the solution when his manager brought it up. “When that came up as a possible solution, I immediately knew we needed to consider Databox.”
What stood out was Databox’s ability to create consistent, reliable reporting that could adapt to different client needs. “We can make reports as simple as they need to be for executive-level reporting, and we can also get into the weeds for the marketing teams that like to have the more detailed data.”
Evenbound took a methodical approach to rolling out Databox:
- They started by replicating existing dashboards from their previous tool into Databox
- Used one client as a beta test to gather feedback and refine their approach
- Shane, as the data subject matter expert, created template dashboards
- He then trained the team on building their own dashboards
- Once proven successful, they began rolling it out to other clients
Results: Time Savings That Drive Better Client Outcomes
The impact was immediate and significant. “It definitely cuts down on the time needed to build out reports,” Shane shared. “We still have some clients that prefer the PowerPoint deck, and we’ll accommodate that, but it is really time intensive. With Databox, for clients that like more modern, dynamic reporting, it’s super easy.”
This time savings translates directly to better client outcomes: “If we don’t need to spend time building out all these reports and just take a couple of minutes to drop some insights, we can spend time doing other work to actually keep driving results, implement more tests, pivot where we need to – whatever it is.”
Key improvements include:
- Consistent, reliable reporting that rarely breaks
- Quick creation of new report templates for new channels or campaigns
- Easier creation of custom metrics
- Dynamic, real-time data accessible on any device
- More time for strategic work and optimization
Shane’s Advice for Others
For those considering Databox, Shane recommends starting small: “Get a couple of dashboards working, and start small. You don’t need to make super big complex reports. Get something that works and tells you what you need to know, then iterate from there. As your needs grow, Databox is there. It makes it really easy to grow with whatever your needs are.”