How TriComB2B Streamlined Reporting and Elevated Client Confidence

The Challenge: Manual Reporting and Time-Consuming Processes

Before using Databox, TriComB2B’s reporting process was inefficient and burdensome. The team spent hours manually downloading CSV files, organizing them in Excel, and building PowerPoint decks. This repetitive work not only consumed valuable time but also introduced opportunities for human error. Andrew recognized that their approach needed to evolve to keep up with their expanding channel mix, which now included platforms like LinkedIn, Facebook, and Google Ads.

“The cost of labor and clumsiness of reporting was just too high,” Andrew shared. “We needed a better way to centralize and scale our reporting efforts.”

Finding a Solution

Andrew and his team explored several tools, including Power BI, Tableau, and even open-source solutions like Python. But many of these options were too complex or lacked the intuitive design his team needed. Based on recommendations from agency partners, they tried Databox, and it checked every box.

“We compared a lot of tools by price, API connectivity, and user-friendliness. Databox won across the board, especially in how intuitive it was for our whole team.”

Implementing Databox

To roll out Databox, TriComB2B started by educating clients about the new reporting format and its benefits. They invested about a month rebuilding their core reports within Databox, laying a solid foundation that could evolve over time. Implementation was fast and well-received by both the internal team and clients.

“There was no hesitation,” Andrew said. “Everyone saw right away that it was a better solution.”

Databox’s responsive support team helped smooth out any technical bumps, especially around API integrations. Andrew described their experience with customer support as “white-glove,” noting that even when issues arose, they were quickly resolved.

The Results: From Manual Headaches to Scalable, Insightful Reporting

Switching to Databox brought immediate and long-term benefits. Reporting time was significantly reduced, enabling the team to shift focus from building charts to analyzing insights and driving strategy. Clients received more timely and visually compelling data, which in turn strengthened trust and confidence in TriComB2B’s recommendations.

“It’s helped us grow our business by making our reporting more scalable and impressive,” Andrew said. “It even helped us survive the GA4 transition, which was a huge win.”

The team can now create custom metrics, combine data from multiple channels, and reproduce monthly reports with ease. This has become a critical part of their workflow, especially when clients require deeper dives into specific KPIs.

Andrew’s Advice for Others

“Try it out—if other tools feel overly complicated, it’s not a you issue, it’s a them issue. Databox is simple because it’s smart. That simplicity doesn’t mean it’s not powerful—it means it’s a better tool.”

He also highlighted how Databox is uniquely well-suited for agencies: “The ability to shift between clients and maintain different profiles easily is something other tools just don’t offer.”