This series aims to demystify Salesforce’s Einstein Analytics for Marketers, taking you through how I get my clients up to speed, including creating datasets, lenses and dashboards and understanding how to leverage the data. A chart to track Email Name – from here you can change the Bar Length to measure all sorts of things from Total Sent Emails, Opens, Delivery Rate, Opt Outs, etc. As marketers, our success story is heavily reliant on the data. All Rights Reserved, How to Customize the Ultimate Pardot B2B Marketing Analytics Reporting Dashboards for All Your Burning Marketing Questions, As marketers, we are constantly searching for the best tools to prove campaign ROI. In my previous post Measuring B2B Marketing Performance, I emphasized that identifying KPIs comes before the dashboard design. Access which lead sources are generating the most opportunities that are not won or lost. One area confusing marketers is how to grab actionable insights from our site data. There are five B2BMA dashboards that come out of the box: Multi-Touch Attribution, Marketing Manager, Pipeline, Engagement, and Account-Based Marketing. If you need more assistance building and customizing your dashboards, we have a skilled team of Pardot consultants ready to assist you. It focuses on the top three marketing assets in Pardot: list emails, forms, and landing pages. Reaching the right people by leveraging data is … The channels highlighted in this dashboard include email marketing, social media, revenue generation, inbound lead generation, digital advertising, and website performance. Now, there’s a new kid on the block – B2B Marketing Analytics Plus (B2B MA Plus). What are Pardot B2B Marketing Analytics reporting dashboards? This series aims to demystify Salesforce’s Einstein Analytics for Marketers, taking you through how I get my clients up to speed, including creating datasets, lenses and dashboards and understanding how to leverage the data. Despite still having a long way to go, machine learning can already help B2B marketers create new revenue streams, optimize their content, and reduce marketing waste. Long before Covid-19, most companies saw the opportunity to engage their B2B customers more effectively online. Gather metrics with information like cost and revenue in one place to get a full picture of ROI on your marketing efforts per campaign. • B2B Marketing Analytics: This permission set license comes with the permission set needed for all users. Getting started with B2B Marketing Analytics can be overwhelming. If you don’t have goals and clearly defined metrics/KPIs for your project, program or marketing department, a dashboard is not going to help. Take actions directly from your dashboards. You can drill deeper into your data to see which dataset a lens is using. Getting started with B2B Marketing Analytics can be overwhelming. tags. B2BMA is a Salesforce tool that uses powerful Einstein Analytics for customizable reporting dashboards, combining marketing and sales data from the Salesforce and Pardot platforms. As marketers, we are constantly searching for the best tools to prove campaign ROI. 1. This Treasure Box provides the template for workflow and dashboards to set up common B2B marketing reporting functionality within a week, depending on the complexity of your MarTech stack. Using that information, the Multi-Touch Attribution dashboard shows you which of your campaigns You can then decide to invest in similar campaigns in the future. B2B Marketing is fundamentally different from a highly transactional business, like eCommerce. She is a content creator fanatic and loves creating campaigns both paid and organic to help companies meet their goals. B2B Marketing Analytics (also known as B2BMA) is your answer! them from your marketing strategy. Gather metrics with information like cost and revenue in one place to get a full picture of ROI on your marketing efforts per campaign. About 86 percent also said they are “very” or “somewhat” successful at measuring the ROI of their analytics investments, which is 75 percent more than one year ago. Copyright 2018 - 2019 Kadence Digital, LLC. time as a benchmark. The Multi-touch Attribution dashboard can help you zoom into these out-of-the-box models, as well as any custom attribution models that you create on your own. Incomplet. In a simple graphic interface and in one place, it displays the key performance indicators (KPIs), and thus, allowing quick and easy insight into the business data. And you Now you can arrange all that information in dashboards to clearly convey it. Now you can track your campaign influence via the Multi-Touch Attribution Dashboard. Marketing analytics allow you to continuously optimize your marketing process to achieve maximum ROI. Large enterprises can opt for the premium version, Google Analytics 360. Create a dashboard to monitor your email campaigns in the same place as the rest of your metrics. After completing this unit, you’ll be able to: You’ve got your datasets. Measure the effectiveness of your landing pages in converting visitors into prospects. To learn more, itâs worth studying up on Pardotâs Source Campaign field and how Connected Campaigns works with B2BMA. Display Einstein Analytics predictions in a Salesforce object and lightning page. What are Pardot B2B Marketing Analytics reporting dashboards? Use the out-of-the-box dashboards and lenses or utilize the customization capabilities to build out your own. B2B Digital experience has changed in the last 6-7 months. 5 Ways data analysis boosts B2B ROI 1. This information helps marketers to create better content and improve the return on investment of their marketing efforts. Datasets and Dashboards in B2B Marketing Analytics. What are Pardot B2B Marketing Analytics reporting dashboards? Tracking B2B Marketing KPIs. So, this is a great opportunity to integrate 3rd party data in a dashboard! Access which Pardot campaigns are representing the most by diving into: The Pipeline dashboard displays visitors first, so you can see how many of your unidentified visitors are converting and becoming prospects. It allows you to see the overall performance of your campaigns and marketing efforts across the buyerâs journey. Learn About Datasets ~15 min. Incomplet. This insightful data helps you learn more about how your visitors interact with landing pages so you can make necessary adjustments. For an even more comprehensive look at how marketing and sales align, try B2B Marketing Analytics Today, we understand that the ROI of individual campaigns is important, but even more important is demonstrating each campaign’s influence along the … Automate your digital marketing report distribution with automatic report email dispatches that gives your clients real-time access to their dashboards! Regardless once the dataset is created you can use it to create a new dashboard or you can replace the dataset that is being used in the B2B Marketing Analytics App with the new dataset. And it reveals how many of the MQLs become sales qualified leads (SQLs), and become associated as a contact role on an opportunity. Pardot clients with Sales Cloud get three standard attribution models: first touch, This information helps marketers to create better content and improve the return on investment of their marketing efforts. The Engagement dashboard reveals information about how your strategy, content, and collaboration are resonating with your prospects. For example, you may see that certain campaigns have a great return on investment. (866) 704-3036 You can analyze the performance of previous campaigns to determine what was most successful, what generated the most revenue based on closed-won opportunities, and what may have missed Full Circle Insights, Inc., maker of comprehensive sales and marketing performance measurement solutions, has continued to focus on innovation this year, harnessing patented technologies and designing new dashboards for its Digital Source Tracker product to empower digital marketers with the Full Circle Method. 2. Now let’s take a look at the four standard dashboards that you get with your B2B Marketing Analytics license. Build Customized Dashboards ~15 min. You can specify when and how often to be notified of these Explore the Standard Dashboards ~15 min. One of the great things about B2BMA is the ability to bring all your reporting into one place. Create more closed-loop marketing and sales activities and manage cross-channel B2B marketing campaigns that nurture leads across each stage of the buying process. We like to use HotJar to understand specific interactions on a landing page – like where visitors click, how they scroll, and actual recordings of activities. Datasets and Dashboards in B2B Marketing Analytics. Take it a step further and create a First Touch Attribution-only dashboard to dial down more details. Einstein Analytics enables you to take actions directly from your analytics dashboards. Whether you are a Google Analytics pro or novice, we all know that surfing through analytics can be difficult. The Engagement Dashboard This dashboard is ideal for exploring your marketing engagement data to see connections between specific marketing assets and sales results. 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