What I offer
I enhance the conversion process for brands by integrating advanced tracking and analytics tools like Power BI, which allows for real-time data visualization and insights into lead behavior and campaign performance. For example, I use Power BI to create dashboards that track key metrics such as lead sources, conversion rates, and customer journey analytics, helping brands to identify the most effective strategies and optimize their lead nurturing efforts continuously.
Additionally, tools like HubSpot or Marketo can be integrated with Power BI to automate and personalize email campaigns based on this data, ensuring that leads are engaged at the right time with the right message, ultimately driving higher conversion rates.
Data Integration
Customizable Dashboards
& Visualisation
Optimization
& Reporting
Deliverables
My approach
To set this up, I start by integrating all relevant data sources, such as Salesforce, website analytics, email marketing platforms, and CRM systems, into tools like Power BI or Tableau, ensuring a unified view of lead generation activities. Next, I design customizable dashboards and reports that reflect your specific KPIs and business goals, making the data both accessible and actionable.
Finally, I implement a continuous monitoring and optimization process, using insights from these tools to refine strategies, test new approaches, and improve lead conversion rates over time.
Impact
This improved data accuracy leads to a 29% increase in sales opportunities as reported by Salesforce users, allowing sales teams to make more informed decisions and focus on high-quality leads, ultimately improving overall sales performance(Ahrefs) (Cybertek Marketing).
My approach
I begin by thoroughly assessing their existing data sources, including Salesforce and other CRM systems, to ensure seamless integration into tools like Power BI or Tableau. I then work closely with the brand to design and customize dashboards that align with their specific business objectives, focusing on key metrics such as lead quality, conversion rates, and sales pipeline efficiency.
Impact
For sales teams, the impact of integrating and optimizing data through tools like Salesforce and Power BI would be profound. With real-time access to accurate and comprehensive data, sales teams can prioritize high-quality leads, make more informed decisions, and tailor their sales strategies more effectively.
My approach
I work on integrating these systems to create real-time, customizable dashboards that provide sales teams with actionable insights, enabling them to prioritize leads and optimize their strategies.
Finally, I implement a process of continuous monitoring and refinement, ensuring that the data remains accurate and the insights derived from it are used to improve sales performance and drive business growth over time.
Impact
This integration not only enhances the accuracy and accessibility of data but also empowers sales teams to focus on high-quality leads, reducing time spent on manual processes and ultimately boosting revenue and customer acquisition (Kizzy Consulting-Top Salesforce Partner) (GOC).
