View
0
Download
0
Category
Preview:
Citation preview
FINDING YOUR FOOTING:BUILDING INSTITUTIONAL CUSTOMER
KNOWLEDGE WITH DOMO
Lyon Van Voorhis
+ +
INTRODUCTION
What is PI
WHAT IS THE PREDICTIVE INDEX?
WHAT WE DO
7,000+ clients
20 software languages
27 million assessed
WHO USES PI?
UNDERSTANDING YOUR CUSTOMERS
UNDERSTANDING YOUR CUSTOMERS
UNDERSTANDING YOUR CUSTOMER’S CONTEXT
1. Think about the customer holistically
COMPANY METADATADATES
Contract Start Date
Renewal Date
Most Recent User Login
Most Recent Assessment Sent
Most Recent Workshop
100% Assessed Date...and many more!
NUMBERS
Subscription (USD)
Days Until Renewal
T30 Assessments
T30 Reports Sent
T30 Hero Points
T30 $/HP
% of Headcount Assessed...and many more!
TEXT
Company Name
API Company Id
Is Client
Assigned Certified Partner
Country
Software Language
Software Version Born In
Has Cognitive Access...and many more!
ATTACH YOUR KEY DATASET TO EVERYTHING
Using Blends, you can easily attach a key dataset(s) to all applicable datasets, allowing for easy filtering, segmenting and cohort analysis.
BEFORE
AFTER
USING SCRIPT BLOCKS CAN BRING ORDER TO CHAOS
Getting comfortable using the R and/or Python options in the Magic ETL flow can save a lot of pain and redundancy.
UNDERSTANDING YOUR CUSTOMER’S CONTEXT
1. Think about the customer holistically2. Get people across the business speaking the same
language
COMBINING THE VIEWS
PUTTING COMPANY METADATA TOGETHER
Customers are so impressed with the level of depth we can give them when it comes to usage, gaps, and next steps. We go to this page to prep before every client call.
– SARAH BERGERONDirector, Customer Success
“”
@
[Domo has] given our interactions with team members and clients more customization, purpose, and direction. We’ve been able to better define what success looks like and tailor our goals accordingly.
– SARAH BERGERONDirector, Customer Success
“”
@
MARKETING
COMPANY METADATA THROUGHOUT CUSTOMER LIFECYCLE @ .
ONBOARDING PRODUCT/UX
CUSTOMERSERVICE
SALES TRAINING CLIENTSUCCESS
BUILDING INSTITUTIONAL KNOWLEDGE
HOW DOES THIS LOOK IN PRACTICE?
ARE CLIENTS ASSESSING EMPLOYEES?
...OR JUST THEIR CANDIDATES?
DATES
Contract Start Date
Renewal Date
Most Recent User Login
Most Recent Assessment Sent
Most Recent Workshop
100% Assessed Date...and many more!
NUMBERS
Subscription (USD)
Days Until Renewal
T30 Assessments
T30 Reports Sent
T30 Hero Points
T30 $/HP
% of Headcount Assessed...and many more!
TEXT
Company Name
API Company Id
Is Client
Assigned Certified Partner
Country
Software Language
Software Version Born In
Has Cognitive Access...and many more!
PERCENTAGE OF HEADCOUNT ASSESSED?
PERCENTAGE OF HEADCOUNT ASSESSED?
COUNT(CASE WHEN `Survey User Type` = ‘Employee’ OR `Survey User Email Domain` = `Company Email Domain` THEN `Survey User Id` END) /(CASE WHEN `Software Headcount` IS NOT NULL THEN `Software Headcount`ELSE `Salesforce Headcount` END)
MARKETING ONBOARDING
PRODUCT/UX
SALES
TRAINING
CLIENTSUCCESS
DRIVING EMPLOYEE ADOPTIONWalking through the process of setting up an assessment link for employees
Making sure that people are aware of full feature breadth
Spending time focusing on Inspire tools/features in demos
Emphasizing the organizational value available if PI “goes cultural”
Removing artificial barriers to assessing employees and building new Inspire tools
Framing PI as a valuable post-hire tool as well as a hiring aid
UNDERSTANDING YOUR CUSTOMER’S CONTEXT
1. Think about the customer holistically
2. Get people across the business speaking the same
language
3. Improved customer knowledge and communication
leads to happier customers
QUESTIONS?
Recommended