Guidelines To Prove Yourself Towards Your Clients (Part – 1)

By this time, you know very well that every co-worker you have has a different level of knowledge in online marketing. Some of them are experts in the client managing sector while some others might know the basics. It’s not impossible to confuse your points of contact with too much data that are out of their experience. And that is why it is a fundamental task to build a firm relationship with clients by providing a concise, streamlined and personalized method for reporting your hard work.

An important advantage of creating personalized reports is it cuts down the complications in client communication and smooths your check-in-calls. It doesn’t matter how long you’re working with your client, providing improved reporting always strengthens your relationship. It is worthless to stress the importance of providing your value to clients. Here are some tips for you…

In this part, we will discuss the necessity of using the right technologies and tools.

1. Using The Right Tools

The first step is to use the right tools so that it becomes easier to translate and pull the performance data. You would love to switch to something better if you’re habituated with using spreadsheets for data that needs extra investment. There is a wide range of tools to help you make translating and pulling performance seamless and pleasing. There are some of those great tools you need to know about.

Databox

A large number of agencies and freelancers love to use Databox. It is useful to both the agency and the clients. You can connect multiple data sources to get a full performance overview. You are also allowed to create personal templates that can be used, personalized and duplicated for each client. You can assign a specific dashboard to your client just for them to work on by simply inviting them to their portal.

NinjaCat

Ninja-Cat is a great tool for agencies that is similar to Databox in many perspectives. It lets you create own personalized reports and dashboard across data sources. Besides, you can monitor budget and KPIs to have a bird-eye view on your accounts, call tracking for paid search, etc.

ReportGarden

Report Garden is another solution for reporting and monitoring performance. It has plenty of features engaged in franchise proposals, budgeting, invoices, SEO audit tools, as well as marketing. It provides you with some cool features. You are suggested to compare Report Garden with other tools to select the best option for your agency.

In our next part, we will discuss how you should personalize your reports and break out the channel.

[Continues With Part - 2]

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