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Algorithms give or they take
If there’s scarcity, we need to make choices.
Who gets hired, what website shows up at the top of the search results, who gets a loan.
And while we can make those choices on a case by case basis, at scale, we rely on algorithms instead. A series of coded steps, inferences and decision-making heuristics that ostensibly get better as they gather more data.
At this point, it’s clear that algorithms are remaking our culture. They drive how social media networks surface content, how search engines highlight websites, how AI makes decisions about who flies or doesn’t, who gets a loan or doesn’t, it’s everywhere, all the time.
And algorithms are not neutral. They can’t be. Every decision has consequences, and unlike the pythagorean theorem, there isn’t a right answer, simply a choice about now or later, all along a spectrum.
An algorithm takes when it finds a selfish or defective element of society and magnifies it for short-term profit. It finds habits or instincts that individuals might have and exploits them to do something that benefits the algorithm-maker without leaving the culture or the user better off in the long run.
And an algorithm gives when it amplifies the better angels of our nature, when it helps us do the things we’d like to do in the long run, for us and the people we care about.
A challenge for anyone programming at a monopoly, a public company, a well-funded startup or even a non-profit in search of donors is this: Do you have the guts to build an algorithm you can be proud of even if it doesn’t pay off as well in the short run?
Because if the answer is no, blaming the system isn’t going to help anyone. You are the system, we all are, and given the power of invisible and leveraged algorithms, it’s essential that they be created and maintained by people who understand that they’re responsible for the impact they make.
More on this here and here.
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Facebook Messenger Chatbot: Engage With Your Customers In Personalized Way & Get Huge Conversions
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Growviral – Growviral Review: How My Bonuses Will Help You Succeed With …
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Pardot Spring ‘21 Release: New Feature Round-up
We’re ringing in the New Year with NEW Pardot feature enhancements! The Spring ’21 release enables you to set up Pardot faster than ever, maintain engagement data streams with First-Party Tracking, and enjoy enhanced functionality in email personalization, deliverability, and reporting. We’ve also improved clone actions too, so you can easily copy email content or new asset types associated to your campaigns.
All features were released Feb. 15, 2021.
Here’s additional information and resources about our latest enhancements. To learn more, check out the full Pardot Spring ’21 release notes or watch our release readiness webinar.
Sync Prospects Safely with Cross-Business Unit Leads and Contacts
A new setting on the Salesforce-Pardot connector stops Pardot package fields from syncing to lead and contact records in Salesforce. Use this setting as part of a custom setup to sync prospects from different Pardot business units to a single lead or contact in Salesforce. There’s no need to maintain duplicate lead or contact records. We recommend working with a partner to implement this for your org.
Where: Applies to all Pardot Advanced and Premium customersWhen: Generally available Feb. 15
Repeat Marketing Success with Less Effort
When a Salesforce campaign is cloned, you now have the option to clone related Pardot marketing assets as well! Choose which types of Pardot marketing assets to clone:Landing pages
Marketing forms (including forms and form handlers)
Marketing links (including custom redirects and files)Plus, when Pardot marketing assets are cloned, their content and relationships are automatically updated to the newly cloned asset records. For example, the new landing page is updated to reference the newly cloned form instead of the old one and use the URLs of the new custom redirects.
Where: Applies to all Pardot editionsWhen: Generally available Feb. 15
Protect Prospect Activity Data with First-Party Tracking
Pardot’s first-party tracking is now generally available! First-party tracking helps prevent the loss of prospect activity data, gives you more flexibility with campaign attribution, and blocks traffic that doesn’t come from your domains. To protect consumer privacy, web browsers are moving away from supporting third-party cookies to track activity across assets and domains.
Where: Applies to all Pardot editionsWhen: Generally available Feb. 15
Pardot User Authentication is Going Away
Pardot’s user authentication system was discontinued on Feb. 15. All users must now use Salesforce single sign-on (SSO). If you haven’t already done so, take steps to prepare your Salesforce org and enable SSO for all Pardot users as soon as possible.
To support customers with Pardot-Only users who don’t need a full Sales or Service Cloud license, your Salesforce org is now bundled with 100 Identity licenses at no extra cost. You can use these licenses to transition any remaining Pardot-Only users to Salesforce SSO.
Where: Applies to all Pardot editionsWhen: User migration changes began Feb. 15 and were completed by Feb. 18
Ready to Learn More?
Check out the full Pardot Spring ’21 release notes or watch our release readiness webinar. -
How Well Do You Really Know Your Customers? Tips for Discovering Your Target Audience.
Knowing who you’re selling to is just as important as knowing what it is that you’re selling. And while you may think that you understand your target audience like the back of your hand, as strategies change and businesses grow, so do their audiences. Next thing you know, your ideal audience is no longer who…
The post How Well Do You Really Know Your Customers? Tips for Discovering Your Target Audience. appeared first on Benchmarkemail. -
What Makes a Great HTML Email Template?
Email marketing is lucrative, but the pressure is on to stand out in an inbox. One of the best ways to get attention (and results) is to deliver visually stunning, modern, original-looking emails. Using, of course, HTML.
But what happens when you don’t have the resources to code custom HTML emails?
Fortunately, you can create HTML emails that stand out, improve retention, and drive conversions… without tons of time or in-depth HTML expertise.
Here’s how.
What makes a winning HTML email template design?
To create amazing HTML emails, you must know what your end goal is. In other words: What makes a good HTML email?
Responsive design
Responsive design means that the email will look great no matter what size screen it’s being read on. Usually, responsive design is needed to ensure that email design looks just as good on mobile screens as it does on desktop screens.
If you don’t have time to create two different designs (one for mobile and one for desktop), then choose mobile. Mobile design will look good on desktop, but desktop design doesn’t always render well on mobile. And with 47% of people across all demographics checking email on mobile, it’s vital that your mobile email design is perfect.
Designed for each screen size
If you do have time to create different designs for each screen size, then we recommend you do. Create at least two different wireframes: One for mobile and one for desktop. If you have lots of time, you could create a third wireframe for tablets.
Here are our best practices for designing for different screen sizes:
Designing for desktop screens
Designing for desktop allows you to be versatile because the screens are spacious. Choose from the design options below:Inverted pyramid design, with wider content at the top tapering down into a single call-to-action
Single-column design, with all content at the same width down the screen
Two-column design, with one column text and the other column imagesDesigning for mobile screens
Mobile screens are much smaller and narrower, so design choices are more limited. Here are our recommendations:Single-column layouts (more than one column will render too small on the narrow mobile screen)
Links/buttons at 44 x 44 pixels (so they are clickable with a finger tap)
Simple design and brief content (too many design elements can overwhelm a mobile screen)Consistent branding
No matter how beautiful an email is, if it doesn’t match the rest of your marketing, consumers will be confused.
Use the same brand colors, fonts, logos, images and design style when designing HTML emails.
Luckily, our new Branded Templates make this simple and easy. Simply input your website URL and Campaign Monitor will pick out your colors, logos, and fonts to include in one of our unique templates, meaning you can send your first email even faster.
Correctly sized images and content
Choosing the wrong size images can have them bleeding off the screen, and incorrectly sized content might be unreadable and cut off at the edges.
HTML gives you plenty of freedom, but you should stay within the following parameters to ensure readability:Stay within 600 pixels for the width of your content for most emails
Stretch to up to 640 pixels for the width of your content to have a bold look
Stretch background images or color blocks to full-width if it is okay that some email clients cut off the edgesOptimized subject lines
Before subscribers will see your beautiful HTML email, they must open it. And with inboxes crowded with marketing emails, it’s crucial that your subject lines drive open rates.
Our best practices for email subject lines are the following:Aim for 41 character length
Personalize the subject line (sometimes–not always)
Instill urgency
Ask a questionInteractive elements
Interactive emails are those that invite the reader to directly engage with the email by tapping on an image to reveal text, taking a quiz, using a calculator, or more.
Not surprisingly, interactive emails are on the rise because of how well they drive engagement. We recommend incorporating interactive elements into your HTML email to delight your subscribers and stand apart from the competition.Why interactive HTML emails are best
For marketers who want to make a splash with their emails, interactive HTML emails should be the focus. Here’s why.
Interactive emails help you stand out in an inbox
The average office worker receives 121 emails per day! It’s crucial that marketers create emails that jolt customers into paying attention.
Interactive elements are a great way to do this because while the trend is growing, it’s not yet a “given” in customer inboxes.
In 2017, the Content Marketing Institute surveyed marketers and found that 46% were using interactive content in their marketing. That was a 79% increase from 2016, and probably even more marketers are using interactive content now.
But in that same survey, the vast majority of marketers reported that they were using interactive content in websites, social media, and blog posts–not email. So, implementing interactive content in your emails sets you ahead of this trend and enables you to stand out.
Interactive emails drive engagement and conversions
Interactive content is built to drive engagement. Who can resist taking a fun quiz, especially when you don’t have to click out of the email?
The data bears this out: Interactive content consistently gets twice the engagement of regular content.
As people engage, they become more invested in your content and brand and will be more likely to not only open more emails from you, but also convert into paying customers. In fact, interactive content gets 3x more conversions than regular content. Additionally, 82% of consumers reported that they are more likely to click a link in an email if it has interactive content.
Interactive emails provide more insight into subscribers
Every time subscribers engage, they make a choice, which reveals something about what they want. A high open on an email suggests that the subject line worked well, for example.
But interactive content goes further: It often directly shows deep-level information about subscribers by asking for information. For instance, interactive content like quizzes, surveys, and calculators require subscribers to answer questions or input information. Marketers can then use that information to segment lists, curate content, or promote new launches.
Wrap up
Interactive HTML emails are a must for any marketing team. For smaller teams—especially if that “team” is just you—interactive HTML elements help you compete with even the biggest businesses in your industry.
Just remember:HTML email is a must-have in marketing, but interactive HTML emails is where to focus to drive engagement, improve conversions, stand out and compete with larger brands.
Interactive HTML can seem intimidating for smaller companies without a huge email team, but using tools makes it easy.
Interactive elements can also be simpler than you might expect, like adding a video into your email or animating buttons.
You can eventually experiment with more complex entertaining options like games!To get started building interactive HTML emails today, check out our HTML email templates builder.
The post What Makes a Great HTML Email Template? appeared first on Campaign Monitor. -
4-Day Work Weeks: Results From 2020 and Our Plan for 2021
In March and April of 2020, work and life as we knew it was changing. I surveyed our team members (all 84 of whom are spread out across the globe) to understand the best way to help them cope with so many things shifting at once.I especially wanted to hear from parents about what could help them as many schools were shutting down and partners or spouses were also required to work from home. The results? Most people wanted more time to get through the new challenges they faced. As a remote organization, we already offer a lot of flexibility to our employees, and it’s one of the many benefits of remote work. The ideal solution for us at the time was to both lean into flexibility and offer more time at once, which is when we started considering a four-day work week.
The concept of a 4-day work week gained a lot of traction in early 2020 as many companies saw better flexibility and thus happier employees when moving from five eight-hour days to four. Microsoft trialed this in Japan and saw a 40% increase in productivity, and Unilever New Zealand also rolled out 32-hour work weeks.Given the stress, shutdowns, and uncertainty of the COVID-19 pandemic, this was also touted as a helpful way to address childcare, quarantines, and other things. The combined survey of our teammates and increasing global proof that the four-day work week could be a good solution is what spawned our one-month trial. After that trial, we saw that not only had happiness and stress improved, but productivity hadn’t dipped. We opted for a 6-month trial to validate if this was a sustainable practice, and it was. Now, we’re continuing four-day work weeks for the foreseeable future. Here’s a look at some of what we’ve learned from surveying our team about the four-day work week over the course of our two trials.
What our internal surveys have told us about a four-day work week
The four-day work week resulted in sustained productivity levels and a better sense of work-life balance. These were the exact results we’d hoped to see, and they helped us challenge the notion that we need to work the typical ‘nine-to-five,’ five days a week. It’s worth noting that though we’ve seen sustained productivity levels, we’ve been gauging that based on teammate feedback and not company-wide goals, that is changing in 2021. As we looked back on the impact of working a company-wide four-day work week in most of 2020, we decided to push forward with this model into 2021, with a few clarifications and exceptions. Here’s how we evaluated our six-month pilot program and why we decided to continue operating on a four-day work week.Starting in May of 2020, I measured the following:output based on area deadlines and goals
teammate’s individual autonomy
stress levels
general work happinessHere’s a bit more about how each of those measurements has gone.
Our output during a four-day work week
In our May trial, we saw that teammates felt overwhelmingly as productive or more productive on a four-day work week as they did on a five-day work week. That was only the one-month trial, so it could be easy to ignore, but we saw the pattern emerge in our six-month trial. Nearly 34 percent felt more productive than when we had a five-day work week, nearly 60 percent felt equally as productive, and less than seven percent felt less productive.
While teammates reported feeling more productive, I also spoke with managers. I rounded up the data from our managers around team output to help establish if the data matched the teammate’s feelings and what my recommendation would be for going into 2021.For our Engineering teams, the number of total coding days went down. However, we saw significant increases in output. Our Engineering Manager, Ivana, shared: “Weekly coding days went from 3.4 to 2.7 for product teams, and from 3.2 to 2.9 for Mobile and Infrastructure, while the productive impact increased significantly for product teams and doubled for Infrastructure and Mobile!”Many of the managers I spoke with echoed Ivana’s feelings of seeing an increase in output. The exception to these results in productivity was our customer advocacy team. We had a harder time maintaining productivity levels, which was to be expected because this role is unique in its unpredictability of volume. Anecdotally, our advocates still cited feeling they were about 85 to 90 percent as productive as they had been during five-day weeks outside of the customer inbox, i.e., on other projects. However, customers did wait a bit longer to receive an initial reply to their emails.As was mentioned earlier, we were asking teammates and managers to gauge overall productivity and not measuring it for ourselves based on company-wide goals. That is changing in 2021 as we’ve set down more specific company goals, so we will be able to see how well we achieve our goals each quarter, and it will be another key measure of the success of the four-day work week.
Individual autonomy
Reported autonomy and flexibility in May of 2020 was at 4.3 out of 5, with 5 being “total autonomy.” This increased to 4.7 by the end of our six-month pilot:
Reiterating that our teammates have control over their schedule has been a key goal of the four-day workweek.
Stress levels
Our stress levels in May 2020 (when we first launched the experiment) was 3.3 out of 5, with 5 being high stress. Reported stress dipped down to 2.7 at our June survey, and then only slightly up to 2.9 at our October survey.
General work happiness
Our overall happiness trend for the entire company stayed consistent, and given the volatility of the events of 2020, I felt this was a good trend.
Our exact quarterly numbers were:Jan: 4.1/5
April: 3.8/5
July: 3.8/5
Sept: 3.7/5How we’re continuing the 4-day work week into 2021
Given that the data was primarily positive for a four-day work week, we’ve decided to continue this practice into 2021. Throughout the year, I’ll continue to keep an eye on productivity and team engagement through our quarterly surveys to ensure that the four-day work week is ultimately helping Buffer’s business needs. Our guidelines for our four-day work week in 2021: We adjusted a few things based on our experience in 2020. Here’s what I sent to our team about our guidelines for the four-day work week:
We’ll continue with:No meetings or expectation of communicating on Slack on Fridays.
Fridays as a default day off for most areas.
Customer Advocates’ workweeks will look different due to the nature of the role. More communication will follow on schedules and expectations.
Further defining weekly output expectations at the area and department level.
Clarifying performance standings. Teammates who are not meeting their objectives may choose or be asked to work 5 days.
Evaluating this schedule at least quarterly on the basis of overall team productivity, hitting OKRs, teammate stress levels and feeling ownership of your work schedule.We will continue to reiterate that while this is a special benefit, we as a company must meet our collective deadlines. Some work weeks might need that Friday as an overflow work day to finish up what we’ve committed to do. Everyone is still expected to get their work done.While as a company we originally adjusted deadlines to factor in the four-day work week and the unique situation of the pandemic, we’ve since moved forward with establishing ambitious goals for the coming year and recognize that this will likely push the limits of the way we’ve been operating in a four-day work week and force us to keep adapting to this new way of work. Personally, I know every teammate at Buffer is capable and up to the challenge. Because our Customer Advocates don’t have as much project-based work as other roles, we have specific targets to meet:
Customer Advocacy 4DWW Strategy 2021
Goal: Successfully work four-day workweeks as a team whilst delivering an above the bar customer service experience customers rave about.
Measurement: Team members are expected to achieve their ticket targets each week (number of tickets replied to based on level + personal commitment/goal agreed upon with lead) as well as average 2.8 ACE score on tickets and/or team members working outside of the inbox will be expected to complete projects, hit deadlines, and achieve key results.
We’ll continue to craft and iterate on ways to both serve our customers well and provide flexible work weeks to our teammates.
Looking ahead
I will continue with periodic surveys around team productivity, personal stress levels, autonomy, and happiness. Buffer is also diving back into using OKRs as a tool to track our productivity and progression, which will give us another measuring stick to use in the overall evaluation of our four-day work weeks.We aren’t sure that we’ll continue with the four-day work weeks forever, but for now, we’re going to stick with it as long as we are still able to hit our ambitious goals.Want to keep talking about the four-day work week? Reach out on Twitter and use the hashtag #BufferCommunity. 😊 -
17 Business Intelligence (BI) Reporting Tools
Whether you’re conducting a blog traffic audit or analyzing the success of your most recent campaign, it’s undeniable that data is integral to all marketing tasks and roles.
The Global Director of Analytics at HubSpot, Bridget Zingale, says, “Reporting and attribution have revolutionized marketing in every industry. Marketing data allows businesses to make more informed decisions about their audiences’ needs, challenges, and interests.”
Fortunately, there are dozens of reporting tools for marketers that help collect data from different sources, crunch it effectively, and deliver helpful analyses and insights.Reporting tools should also make your job as a marketer easier. Having the ability to efficiently create attractive, action-oriented, and readable reports is key to ensuring the results of your work are clear for your entire team. This is exactly where business intelligence (BI) reporting tools come in handy — below, we’ll cover 17 options.
Best Business Intelligence Reporting Tools
As Zingale notes, “Data points such as age, ethnicity, gender, location, education, and employment have informed marketing teams and heightened the impact of campaigns across the board.”
Solid reporting tools should give you the above metrics — but great tools should give you even more. And you’ll need those metrics and data if you’re part of the 75% of marketers who report ROI from marketing campaigns. Let’s dive into 17 BI reporting tool options.
1. HubSpot Marketing Analytics & Dashboard SoftwareSource
HubSpot’s Marketing Analytics & Dashboard software is easy to use and helps you measure and analyze the performance of your campaigns and marketing efforts with built-in analytics, reports, and dashboards. With HubSpot, all of your marketing and CRM data will be located in one place and at your fingertips — no SQL or coding required.
Attribution reporting (both revenue and contact) connects each customer interaction — and any revenue generated — to that contact’s record. Additionally, you can pinpoint the specific channels that are hitting or surpassing their goals — and which channels need improvement — so you can effectively focus your attention and budget where it makes sense to do so.
The Custom Report Builder brings together all of your data in a single location without the need for spreadsheets. Access contact, company, and deal data plus your landing page, blog, and email data with this feature. And with Custom Objects, you can get data that’s unique to your business in order to create new segments and create custom reports, campaigns, and workflows.
Pre-built, customizable, and flexible dashboards can be shared with your team with ease from HubSpot or via email or Slack. If one of the many pre-built templates doesn’t interest you, you can always create a custom dashboard with the no-code editor. The drag-and-drop interface makes it easy to personalize your dashboard’s appearance, metrics, and data.
In addition to reporting, HubSpot comes with a Behavioral Events feature that tracks custom interactions that are unique to your business and indicates when a customer is ready to move to the next stage of the buyer’s journey. The feature can then trigger or schedule your next touchpoint and notify you once that event is completed. Lastly, you can use the Account Based Marketing (ABM) feature to close the gap between Marketing and Sales so you’re able to close more high-value target accounts.
2. CalendarSource
Calendar offers productivity analytics. It has a number of features designed to analyze how your team’s time is spent. By tracking your moment-to-moment activities on a daily basis, you can identify key areas in which your schedule could be improved.
As important as it is to have your marketing analytics at your fingertips, knowing how you use your time is just as important for maximizing marketing output. Calendar’s clear and simple reporting tools give you helpful reports on what your agenda looks like and what you can do to make it better.
3. DashThisSource
DashThis is an effective tool for keeping up with marketing analytics at a glance. It’s a dashboard that provides a clear look at your campaign KPI data. You can access quick metrics and reports from your dashboard.
DashThis lets you select a template and then automatically fills that template with your data to streamline the reporting process. It also exports data into PDF files so you can share reports with your team.
4. Raven ToolsSource
Raven Tools offers SEO analysis, social media engagement, funnel performance tracking, and competitor comparison. Whether it’s big-picture analyses, like domain authority, or small-scale comparisons of site functionality, Raven Tools lets you stay on top of how you’re faring in competitive spaces. Additionally, the drag-and-drop editor and report generator make creating custom, professional-grade marketing reports easier.
5. MegalyticSource
Megalytic eases the process of combining marketing data from many sources — Megalytic is specially designed to import data from a range of marketing software.
It takes only a couple of moments to access data from Google Analytics, Facebook Ads, Adwords, and more on Megalytic. The tool can also process and report data stored in CSV files. Lastly, if you’re looking to produce a comprehensive report that pulls together loads of disparate data into one place, Megalytic is a smart choice.
6. KlipfolioSource
As important as it is for reporting tools to effectively take in and analyze data, they also need to produce readable reports. Klipfolio is great for making sure your reports can be read and accessed with ease across various technologies as well as via the tool’s dashboard that update in real-time.
Additionally, Klipfolio allows you to offer access to your reports through Slack, email, or custom links, and it enables you to sync your dashboards in real-time across multiple devices such as smartphones, web browsers, and TV screens. Having the ability to efficiently pull up your analytics dashboard at any time, via any device, makes actions like on-the-go reporting, team collaboration, and remote work simple.
7. MixpanelSource
Mixpanel is a tracking and reporting tool with powerful analytics features that provide insight into trends like engagement and count. It tracks how people engage with certain products over time and how different features influence user behavior with graphs. If you’re interested in keeping track of how a certain site or product is performing, it can be a valuable tool for reporting on that kind of information, too.
8. IntercomSource
Although Intercom is a messaging platform first and foremost, it also delivers an in-depth view of a company’s customer base. Through integrations with over 100 marketing tools, Intercom lets marketers track, segment, and identify similarities between their customers. One of the best use cases for Intercom’s BI features is account-based marketing and messaging.
Intercom displays performance figures for each stage of your sales and marketing funnel, helping you see where the best opportunities are and how to tap into them. You can also break down metrics by individual representatives, teams, timeframes, and more.
9. G2Source
G2 is the go-to website for stacking up software tools against one another. G2 gives detailed analyses and charts for every category of marketing software and explains important factors such as strengths and weaknesses, features, pricing, customer reviews, and more. G2 will also often include screenshots and videos of the tools in use.
10. DataboxSource
Through integrations with HubSpot, Google Analytics, Facebook, LinkedIn, Instagram, and more, Databox compiles popular marketing services and social media into one interface. It comes with pre-configured report templates, but users can also design custom reports.
The reporting tool lets you view campaign KPIs, check progress, calculate investment returns, and receive notifications when metrics fall outside of specified ranges. Databox has a desktop version, of course, but it also displays data on mobile and via apps like Slack.
11. MaxGSource
MaxG is a platform that leverages artificial intelligence (AI) to drive results. The software prioritizes recommendations when delivering insights to eliminate guesswork about how to improve content.
Reports are broken down into metrics and the tool tracks how many users interacted with the content across all of your web pages. It also provides insight into various metrics regarding your email campaigns, landing pages, and CTAs. In addition to giving performance recommendations, MaxG offers educational resources for users to learn from (e.g. how to create an informative blog post).
12. Microsoft Power BISource
Microsoft Power BI integrates business intelligence data directly into reports for you. The tool can scale with your business as you grow and boasts a built-in AI feature that offers custom data metrics. You also have a display of visualizations you can choose from to pair with your insights. Lastly, use Power BI to query your data and edit it without affecting other programs you use.
13. DatapineSource
With Datapine, you have access to reporting tools that communicate KPIs on a single dashboard. Easy access to real-time, accurate metrics saves you time and keeps your team on the same page. If you don’t have much technical experience, you won’t have to worry — Datapine is easy to navigate and makes data analysis straightforward. The platform also integrates with a number of tools so you can customize your data from other sources, too.
Personalize the KPIs on your reports further with the drag-and-drop dashboard builder. Additionally, Datapine gives you access to a global performance filter and predictive analysis (since Datapine is AI-powered, it combs through data for you and suggests improvements). Datapine also lets you export dashboards by email, URL, or with an embed code.
14. Zoho AnalyticsSource
Zoho Analytics is a part of the larger Zoho Cloud software suite. With it, you can synchronize data that’s spread across multiple sources. The data will sync on a periodic basis for you and you can customize your reports to get the information that matters most to you.
If you want to compare data from multiple sources, add lookup columns so they’ll be included in your reports. With over 40 chart types, like geographical maps, funnels, tables, and heat maps, your reports can be anything you want them to be.
15. DomoSource
Domo is a cloud-based business intelligence platform that helps you create a data-focused culture across all of your teams. There are a number of BI data visualizations that you can choose from including interactive maps, graphs, and pie charts — and if you’re unsure of which visualization would work best for your data, Domo will recommend a visualization for you. Personalize your data and reports with the drag-and-drop dashboard builder and customizable, pre-made templates, which make the process of data visualization faster. Set alerts to track changes to your KPIs in real-time, annotate your data, and refine your data with filters, calculated fields, and by adding or removing certain data points. Lastly, get a quick view of your marketing and sales KPIs in your CRM with Domo’s HubSpot integration.
16. InsightSquaredSource
InsightSquared is a revenue operations and intelligence platform that’s available for HubSpot, Salesforce, and Bullhorn CRMs. The tool offers seven main features: deal activity, conversational intelligence, guided selling, interactive reporting, forecasting, dashboards, and personas. The tool is unique because it brings together your marketing, sales, and customer service data to give you cross-team, real-time business and revenue intelligence.
Automate forecast submissions across your team and manage all of your marketing, sales, and service data and dashboards from a single location. It’s also easy to share those reports and dashboards with team members to ensure everyone, from marketing to sales to service, is on the same page and has access to the information they need to succeed.
17. Grow.comSource
Grow.com is a business intelligence tool that brings together all of your data, from multiple sources, and compiles them into insights, reports, and dashboards. Rather than needing multiple tools to store your data, Grow.com removes the need for third-party data warehouses — it organizes data from disparate sources so your most important data is always easily accessible and you won’t have to spend time sifting through your various tools and reports to surface the information you need.
Build your own metrics and display your data with beautiful and easy-to-understand visualizations. Grow.com makes the process of sharing these reports with your team simple over email, Slack, export, URL, email, and TV mode. You can also integrate Grow.com with HubSpot to help you make data-driven decisions from your CRM.
Choose Your BI Reporting Tool
Marketers use data daily — that’s why it’s crucial you have data that’s relevant, well-organized, and provides the information you need to hit your goals. Business intelligence reporting tools make this process easier and more effective. So, determine which features you need most out of your BI tool and get started analyzing, sharing, and applying your data.
Editor’s note: This post was originally published in July 2020 and has been updated for comprehensiveness.