Aggregated Finance Dashboards Reveals Sales Foresights
Client Challenge
This prominent B2B publisher, renowned for its high-quality events and conferences faced a common obstacle. While their revenue opportunities were comprehensively recorded within Salesforce, crucial data resided in various siloed platforms encompassing digital initiatives, awards programs, webinars, advertising/sponsorships, and events. This fragmentation created missed opportunities for their marketing and business development teams.
They lacked a holistic, cross-silo view of essential metrics such as spend levels, which companies, job titles/function, brands were engaging in their content appearing on their branded web sites and event show sites. This data disconnect inevitably led to missed opportunities across the business.
The Solution
ONEcount BI: The first priority was to ingest all sources of revenue data, transactions, number of registrants, award submissions, subscribers, ad/sponsor sales. In a matter of days, over 50+ charts and graphs were curated representing every revenue source.
Each visualization painted a clear financial snapshot, empowering the marketing, data and business development teams the data-backed insights and revenue drivers necessary to curate targeted campaigns, and execute new packaged upsells for sales follow-up.
No Code Freedom: Filter pulldowns including Date range, Demographics, Revenue Type, Source, coupled with Brand-Specific Tabs allow for quick re-rendering of any data visualization.
Instant Delivery:The Share Your Report, and Download feature enables any individual chart, graphic, dashboard in its entirety to be shared with members of the team on any automated frequency. Once was relegated to Finance is now fully accessible to the sales and marketing teams.
End Result
The implementation of ONEcount delivered tangible and significant results for the client. They not only experienced a double-digit jump in revenue but are now leveraging these insights to strategically plan future events, optimize sponsorship packages, develop tailored offerings for newly identified leads, and execute successful upsell initiatives with companies actively spending in other divisions.
