Marketing Analytics and Data Support
The use of data analytics in marketing is becoming more and more essential with each passing day. Data is crucial, but the true power lies in processing and analyzing the data to generate insights that ultimately lead to better decisions on future strategies. A cutting-edge pre-seed digital residential maintenance company sought our expertise in marketing analytics. They acquire businesses with top-tier teams, aiming to transform them into industry leaders. As they manage eight unique home service providers, we assist them in leveraging advanced data insights, optimizing marketing campaigns, and tailoring strategies to each subsidiary's unique needs. Our client’s operational processes are moving faster than what their engineering team can keep up with and so human teams are a must. Since marketing is always the last of teams to get development resources, they turned to our team, knowing full well that there are some processes that may never get automated.
Data Analysis and Reporting with ServiceTitan
Our client used a "ServiceTitan" platform to manage their daily operations and extract valuable information and insights. ServiceTitan records a wide range of daily activities, including technicians' calls data, service revenue statistics, and other helpful information for all eight businesses. ServiceTitan has a dashboard that serves two essential functions. Firstly, it presents data, which can be filtered based on daily, weekly, monthly, or quarterly records. Secondly, it provides a dedicated "Reports" section, allowing its users to generate custom reports based on the specific provided requirements, including calls reporting and services or technician-based revenue analysis.
Challenges
What initially appeared to be a straightforward process proved far from simple as our client encountered their internal challenges when analyzing and comparing the data across multiple businesses. Managing and comparing data across eight different companies was a complex process and demanded a lot of effort and time to go through the vast amount of data generated daily; this is where Odetta stepped in to simplify the task for them.
Odetta's Solution Implemented
Odetta stepped in to address the challenges faced by the client in marketing analytics and reporting for messy data. Odetta implemented critical solutions to simplify the data extraction and reporting process through ServiceTitan. Odetta implemented a strategy to pull out reports daily, weekly, and monthly. The Daily reports include Revenue reports, Sales tech daily reports, Marketing CSR reports, CSR calling reports, and customer funnel performance. Weekly reports include the manager dashboard, campaign summary tracker/CAMP digital, measuring phone answer rate, google reviews, cancellation report, updating job run, and IB/OB spiff report. The monthly report includes the KPI Finance report.
Results
Odetta's solutions for marketing analytics proved to be very useful for the client since it simplified the data and marketing analytics for them through:
Improved Data Retrieval: They can now swiftly obtain precise data from daily, weekly, and monthly reports.
Efficient Decision Making: Utilizing the provided data, they expedite strategic planning, ensuring quick, data-informed choices.
Effortless Reporting: Relying on Odetta's robust reporting, they frequently request new data extractions, easing the workload for their marketing team.
Odetta's intelligent solutions have greatly improved our client's marketing analytics. They can utilize data more efficiently for their marketing and overall business growth. This partnership with Odetta is now enabling them to achieve their goal of transforming businesses into industry-leading organizations through efficient use of data. Odetta offers data analytics as a service to startups that require additional analytics capacity as we work well with fast-growing marketing teams and can save time for teams that are moving fast.