View
3
Download
0
Category
Preview:
Citation preview
The Official Launch Webinar
Databox Partner Program
4/6/17
Agenda for Today: 1. Overview of the Partner Program
2. Overview of the Software
3. Some Suggested Activities for You
4. Future Training Sessions Preview
ACQUIRECLIENTS
Our mission is to help agencies:
...leveraging our software, training and co-marketing programs.
RETAINACCOUNTS
& GROW$/CLIENT
ACQUIRE CLIENTS
● Set up accounts for prospects in minutes to quickly identify and present service opportunities.
Software
● Publish guest posts on our blog, templates in our directory and contribute to our other articles.
Partner Program
Quickly Clone Templates into a Prospect’s Accounts
Market to our Audience & User Base
Blog Post by FullFunnel
Template by Kuno Creative
RETAINACCOUNTS
● Prove the value of your service via improved reports and tracking goal achievement, and save time doing it.
Software
● Learn new ways to improve results through our training. Partner Program
Automate Reporting
Let Software Monitor & Report Goal Progress and Issues
Discover new opportunities using different views of data, easily available in the templates directory and via our training sessions.
GROWRevenue/Client
● Offer analytics as a serviceSoftware
● Training on how to upsell and deliver new services around other products we integrate with: Drift, Fb Ads, Wistia, SEMRush + many more coming.
Partner Program
Analytics as a Service: Help clients monitor the health of their business across marketing, sales, service, finance, etc.
Expand Marketing Services: We’re building integrations with up and coming platforms and will be be providing training on how you can wrap services around them.
Agenda for Today: 1. Overview of the Partner Program
2. Overview of the Software
3. Some Suggested Activities for You
4. Future Training Sessions Preview
1. Connect
Data Sources3. Creating Client
Accounts2. Datablocks,
Datacards,Datawalls
5. Requesting New Data Sources
4. Notifications 6. Build Your Team
7. Templates 8. Designer
Connect Data Sources
Help
Datablock vs. Datacard vs.
Datawall
Help
Datablocks are individual blocks.
They are used in Datawalls and Datacards.
Think of them as building blocks.
E.g. This datawall has 6 datablocks.
Datablock vs. Datacard vs.
Datawall
Click the “Mobile Datacards” menu item (1) to get to this page. Filtering options (2,3) change the lists, while
viewing options (4) change the layout. Alter a specific datacard by
clicking an icon (5).
Help
Make Sure You Download the Mobile App
Datablock vs. Datacard vs.
Datawall
Click the “Datawalls” menu item (1) to get to
this page. Filtering options (2,3) change
the lists, while viewing options (4) change the layout. Alter a specific datawall by clicking an
icon (5).
Help
Creating Client Accounts
Click the Account drop-down menu (1) to get to this page.
Choose the submenu item “Client
Accounts” (2). Add a new client (3), or
login to an existing client account(4).
Help
Notifications: Alerts
Click the “Notifications” (1)
menu item to get to this page. Choose the
submenu item “Alerts” (2). Add a new alert (3),
or edit existing ones (4).
Help
Goals
Click the “Data Manager” (1) menu item
to get to this page. Choose the submenu item “Goals” (2). Set a
new goal (3), or edit existing ones (4).
Help
Notifications: Scorecard
Help
Notifications: Announcements
Click the “Notifications” (1)
menu item to get to this page. Choose the
submenu item “Announcements” (2).
Customize the push notification (3), add
additional text (4), and choose recipients (5).
Help
Requesting New Data Sources
Help
Account Managers
Click the Account drop-down menu (1) to get to this page.
Choose the submenu item “Users” (2). Add a new user (3), or edit
an existing client account(4).
Be sure to add Owners, Account Managers, and Sales Reps to your Databox account
Templates
Click “Templates” (1) to get to this page.
Filtering options (2,3) change the templates
listed. Preview a template (4) to see if
it’s right for your reporting purposes.
Help
Designer
Help
Agenda for Today: 1. Overview of the Partner Program
2. Overview of the Software
3. Some Suggested Activities for You
4. Future Training Sessions Preview
Complete These Activities Before Next Week
1. Connect datasources inside your account. 2. Create client account(s) and connect their data sources. 3. Grab a template from our template directory. 4. Try editing a datawall/datacard using the Designer (Optional)5. Set goals for key metric(s). 6. Create alerts to monitor for potential issues. 7. Clone a template from your account to a client’s account.
Agenda for Today: 1. Overview of the Partner Program
2. Overview of the Software
3. Some Suggested Activities for You
4. Future Training Sessions Preview
Session #2: Deep Dive into Templatesand the Datawall/Datacard Designer
Databox Partner Program
Session #3: Using Goals, Alerts, and Scorecards to Automatically, Proactively Monitor Client
Results(aka sleep soundly at night)
Databox Partner Program
Session #4: Marketing your Agency with Databox via Guest Blogs, Templates, and more
Databox Partner Program
More Sessions: New Services You Can Offer Enabled by Our Integration Partners
Databox Partner Program
Meet some of the Databox Team you’ll be working with:
Pete CaputaCEO
Tory SherAgency Onboarding
Kevin KononenkoContent + Co-Marketing
Brian MoseleyAgency Sales
Tomi BrumenCustomer Support
Andrej ZitnikCustomer Success
Gasper VidovicProduct
Davorin GabrovecCPO
Get Help Anytime
If you have any questions, visit our Help Docs
or Contact Support at help@databox.com
Join our Databox-Partners
Slack Channel
Recommended