The RevenueZen team needed client reporting software that would combine their B2B client’s CRM software and other marketing platforms. When they began their search for their client reporting solution, they had specific pain points they wanted to address.
First, being able to connect their client’s CRM software and other marketing platforms in one centralized location was a top priority.
Second, the reporting tool had to be easy for their internal team to use. They did not want to hire a full-time strategist dedicated to client reporting.
Third, they needed a solution that would be efficient. Their team was previously creating dashboards in Google Data Studio (GDS), but it was very messy and time-consuming, often failing to load data.
Fourth, the client reports and marketing dashboards had to be something their clients could look at and easily understand. Their previous GDS client reports were not intuitive for their clients.