How Auden Digital Uses Real-Time Data from Databox to Manage & Improve its Sales Pipeline

Case Study Aug 18, 2020 6 minutes read

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    Marketing agencies thrive on making life easier for the customers they serve.

    But what about the agency itself?

    With the daily business of creating seamless experiences for clients, it’s easy to forget that life can be easier in-house as well.

    This was the case for developer-turned-marketer Alex Leybovich, CEO of Auden Digital. After a 15-year career in web development, Alex launched Auden in 2017 with the mission of helping clients automate their inbound marketing campaigns to improve visibility, drive higher conversion, and reduce costs.

    The team focused on building processes that work for companies, then “reducing the costs to run them, increase the revenue that comes out of them, or both.”

    While these automated inbound solutions are all about saving time, budget, and frustration for your accounts, all that activity means a lot of data review and report for each account, spread across more than a dozen platforms and services. The process took hours, leaving Alex with less time to manage teams and help clients realize their potential.

    The Auden team needed a different approach; as luck would have it, a solution presented itself to them. While searching through the HubSpot Partners Portal, Alex happened upon Databox and realized how much reporting time could be saved with an integrated solution for themselves and their clients. 

    Now, they’re getting back to the important work of helping their clients thrive in the digital marketing landscape, and letting the power of Databoards do the reporting for them. 

    Streamlining the Work

    Before Databox, data from over half a dozen different reporting sources would need to be manually reviewed and pulled together into reports, both for clients and for the internal reporting necessary to daily operations.

    “We were using everything else before, and that was the problem.” While each of the tools and platforms they use provides some level of reporting, everything is decentralized. “If we wanted any sort of stats, we needed to go to each program to get them.” 

    Once the integrations set up, Alex was able to review client data for all the major platforms they use, including SEM Rush, HubSpot, Zapier, Shopify, Facebook Pages, WooCommerce, and more.

    Reporting software such as Databox has offered a solution directly to Auden’s clients, everyone is consistently on the same page. “It helps us stay focused, efficient, on track, and show the metrics behind what we’re delivering. It makes the whole process pretty seamless.” 

    Now, everything is curated and packaged for ease of use and access.

    “Databox is the end of the pipe. All the things that happen along the way feed into Databox for us, where we [can] wrap things and make final adjustments.”

    Alex also appreciates the flexibility that Databox offers in communicating with clients. With customizable controls for each, the team can provide a flexible level of data depending on the client company’s needs and service package.

    And because of this time savings, they can use client budgets to fuel campaigns, rather than incurring hours of overhead for reporting services. 

    Saving Time

    Having data dispersed across a host of different reporting platforms means the data insights that run your business incur a lot of debt in terms of manual process.

    With an integrated solution, all your trends, updates, and context are within reach, on-demand. This has saved Alex and the team six or more hours per client— totaling dozens of valuable hours saved per month.

    “We’re a data-driven automation shop, so we thrive on data. Having the dashboards is probably one of the driving forces behind all the efficiency that we have.” The instant access to information gets everyone up-to-date and back to work faster. 

    The data integration goes beyond just quick answers; it helps the team make the most of their meeting time. 

    Auden Digital’s Top Integrations

    “Our team has a daily standup where we connect and discuss anything that’s a priority. I have Databox Alerts set up on key KPIs on our accounts. And on the client’s accounts. In the morning I get a ping on any Alerts, and we discuss them in the daily meeting.”

    Being able to quickly assess the day’s relevant data, course correct on a continuous basis, and quickly communicate relevant data allows the team to get back to making a difference for their clients.

    Client meetings become easier as well, now that the team can provide a client with an overview of salient points and stats without hours of pre-meeting preparation.

    “About half of the meeting is just going over Databoards, us walking them through what progress has been made, what trends we’ve seen, what changes we made, and why we made them.”

    This helps everyone get to grips with the numbers, and develop an action plan from a well-informed position.

    Empowering Successful Teams

    A fast-moving team needs data that can keep up with the speed of business. Fortunately, with on-demand Databoards, Alerts, and Insights, managers can get context quickly and take an agile approach in managing the team. 

    Sales managers rely on real-time reporting capabilities in Databox to respond to issues or pipeline issues before they can become a problem.

    Sales “has a Databoard set up for how many calls each BDR makes, how many meetings come out of it, pipeline goal… The Business Development Manager can see at all times where the team is performing against revenue goals.”

    This makes it easy to effectively manage when fluctuations occur.

    “They get an alert if someone is not on track for their goal… they’ll be able to look into the circumstance and discuss it with them on a one-on-one basis.” 

    As the team grows, Databox is able to help them scale effectively, bringing in new talent to help Alex more effectively manage the team. The team recently welcomed an Operations Coordinator, tasked with the daily management of internal numbers and initiatives.

    Using the same great data insights that drive the business forward for clients, Auden can now look at internal goals like billable hours, budgeting, project progress against budgets, etc. and use that data to be sure they’re driving their own mission forward. 

    One function that Databox has improved internally? Commission. With the ability to integrate sales and activity goals, quotas, and progress, it’s become a simple task to accurately and efficiently calculate commissions to reward sales reps for their hard work.

    “There’s no room for error on payouts,” explains Alex.

    With this simplicity, the company has been able to greatly reduce the overhead costs of manually calculating and checking commissions statements every month. 

    Article by
    Belynda Cianci

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