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Deciding If It’s Time To Bring in an Analytics Reporting Partner

Deciding If It’s Time To Bring in an Analytics Reporting Partner

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Deciding if you’re ready to team up with an analytics reporting partner or consultant can be a real head-scratcher. How do you even know if you are ready? But fear not, we’ve got your back! 

In this blog, we’re going to break down key areas to review and help you figure out if it’s time to bring in a marketing analytics consulting partner or if you’re good to go solo. 

Let’s dive in and find out if you’re ready to rock the CRM and marketing analytics world.

How do I know if I need a partner for analytics reporting? 

Picture this: you’re sitting at your desk, staring at a seemingly never-ending spreadsheet filled with numbers, charts, and graphs all from different marketing sources. The mere thought of analyzing and making sense of it all makes your head spin. You know that harnessing the power of data is crucial for your business’s growth, but where do you even begin? 

That’s when the idea of hiring a Salesforce partner for analytics reporting starts to flicker in your mind. Is it worth it? Will they truly make a difference? How do you even know if you need one? 

Well here are a few questions to ask yourself to help point you in the right direction.

Limited Internal Resources: Do I have enough time to do this?

Granted this is a bit of a softball point to begin with, but don’t sleep on it. Too often I see marketers spinning their wheels on the reporting instead of being able to spend their time on the actual marketing piece of the job! 

When I worked at a startup I had the head of marketing say to me “Is the money better spent with me spinning my wheel trying to get this to work or paying someone who can do it in half the time freeing me up to work on my actual job?”

That has always resonated with me.  If the marketing team lacks the necessary time, expertise, or resources to dedicate to analytics reporting, it may be a clear signal to seek a consultant’s assistance. 

Hiring a consultant can provide additional bandwidth and expertise, allowing the team to focus on their core responsibilities while ensuring that analytics reporting receives the attention it deserves. A consultant can help fill the resource gap and ensure timely and accurate reporting.

Actionable Insight: But where do we go from here? 

Next let’s start with a pretty big question. Once you get the reports, do you know what you want to do next? And I will tell you most people aren’t ready right away and that is absolutely okay. When marketers struggle to derive actionable insights from their analytics reports, it may be an indication that a consultant’s assistance is needed. 

A consultant can help interpret the data, identify trends, and provide strategic recommendations that can drive marketing performance and decision-making. They can offer a fresh perspective and expertise to unlock valuable insights that may have been overlooked. Who doesn’t like being able to bounce ideas off an expert?

How do I know if I am ready to engage an analytics partner?

Okay you’ve crunched the numbers, and after your review, you have decided your organization would benefit from working with a consultant. 

That’s fantastic! But before you jump in headfirst, are you fully prepared? 

Believe it or not, there are actions you can take right away to give your collaboration a turbo boost and get things moving swiftly. Let’s explore these steps together and make sure you’re all set for an amazing journey ahead.

Clearly Define Objectives: KPIs and goals to lead the way! 

It is essential to have a clear understanding of what you want to achieve with your analytics reporting. It is hard to reach the finish line if you don’t know where it is! 

A simple way to make sure your analytics reporting is going to have an impact is defining your marketing goals.

It doesn’t have to be every goal or that doesn’t mean it might not pivot when new insights arise, but if you know you want to improve lead generation, you might want to focus on analytics that lead to increasing website traffic, improving conversion rates, or optimizing ad spend. This clarity will help both you and the consultant align your efforts and ensure that the analytics reporting addresses your specific goals. You can see where you need to improve and where you are hitting it out of the park! 

Got reports or CSVs you are working on currently? That is a great jumping off point to see what is working and what isn’t. 

Gather Relevant Data: Is my data ready? 

Most marketers manage a multitude of different data points. From Salesforce to omni channels used for outreach, you basically have to be a trained juggler to balance it all. 

You can perform your own audit collecting and organizing the relevant data points that are required for your analysis and see where there are gaps.  By having a uniformed view on the data you are analyzing this also has the added benefit of bringing together other teams and can unify your organization on goals.

Plan of action for access 

When B2B marketers gather insight on the departments and audiences reviewing analytics reporting, it helps them create customized reports that speak directly to the needs of each department. By aligning the reports with the goals of the different teams and end users, it helps get everyone on the same page. Plus, they can communicate in a way that makes sense to each audience, using the right language and level of detail.

Knowing who will be reviewing the reports also lets marketers address any specific concerns or areas of interest upfront. By being proactive, they can provide relevant insights and solutions during the meeting. 

Also by having a plan in place, it shows that they have a clear understanding of the data and insights available, which allows them to make the most of their meeting with the consultant and each department that might need access to the reporting.

Big timelines

Timelines and important dates seem to creep up on you, especially when you are spinning your wheel on a report that just doesn’t want to cooperate. Before you jump on with your partner to cover reporting needs, make sure you note any important dates coming up. 

Include things like:

  • Product launches
  • Marketing campaigns
  • Industry events
  • Sales milestones
  • Big executive presentations

The consultant can schedule reporting activities accordingly. 

By informing your consultant about important dates, you ensure timely and customized reporting aligned with your marketing goals. It helps them schedule reporting, tailor insights, support strategic planning, solve problems proactively, and foster collaboration.

Top 3 challenges

At the end of the day, you don’t have to have everything perfect before you engage a partner. That’s what they are there for! 

But ask yourself: what are 3 things that if you got them taken off your plate or solved right now, life would be a little easier? What keeps you up at night? 

That is your starting list! The consultant can help break those down in easy digestible chunks so you can make progress.

Let’s bring it home

In conclusion, deciding whether to team up with a partner or consultant for analytics reporting can be a daunting task. However, by considering key factors, you can determine if it’s time to engage a partner or if you’re ready to tackle analytics on your own. 

If your internal resources are limited, and you find yourself spending more time on reporting than actual marketing activities, hiring a consultant can provide the necessary expertise and bandwidth to ensure timely and accurate reporting.

Additionally, if you struggle to derive actionable insights from your analytics reports, a consultant can offer fresh perspectives and strategic recommendations that drive marketing performance.

Steps when you’ve decided to contact an analytics reporting partner

 When you’ve decided to engage a partner, it’s important to:

  • Clearly define your objectives
  • Gather relevant data
  • Create a plan of action for access and timelines

By taking these steps, you can ensure that your collaboration with a consultant is productive and aligned with your marketing goals. 

Remember, a consultant can help address your top challenges and alleviate the burdens that keep you up at night, ultimately making your journey towards impactful analytics reporting a smoother and more successful one.

So, hint hint, nudge nudge. We’re a team of marketing consultants who can guide you through marketing and CRM analytics implementation and optimization. Drop us a line to start the conversation.

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  • Cara is the CRM Analytics program manager at Sercante, with a focus on B2B Marketing Analytics and CRM Analytics. Cara is a 5x Pardot and Salesforce-certified data nerd who is passionate about all things Analytics and Einstein. Prior to Sercante, Cara worked at Salesforce as a Pardot Success Architect delivering cross cloud engagements and creating customized solutions and positive outcomes for her customers. Cara is passionate about making B2B data analysis easy for any marketer. When she isn't delivering the world's worst dad jokes, you can find her reading or crocheting with a nice glass of red wine, binging the latest Netflix show or spending time with her husband and two cats. Cara loves helping companies become obsessed with their marketing data and growing into their own data nerds.

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