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Daan Goor
Feraz Zeid
A challenging path to connection
The path to an operational
marketing dashboard
KPI redefinition +
target exercise
Framework + proof
of concept
Dashboard creation
+ iteration
Introduction &
distribution
Internal
stakeholders
Luxury of redefining KPI’s
How did we redefine our KPI’s?
Digital
Goals
Marketing
Goals
Audience
Types
Business
Goals
Strategic
Theme
Your new
horizon in
hospitality
Increase
recruitment
Known vs
unknown
Optimize
channel mix
Decrease
cost/request
How did we redefine our KPI’s?
How did we determine targets?
20182017
Q4 trial new
tactics
2016
Evaluation
trial
Monthly targets per school
Inside-eye of a framework
Which datasources do we have?
Google
Analytics
Google Search
Console
Google
AdWords
Facebook
Ads
Popup
tool
SalesForce
Google Spreadsheets
Google DataStudio
Which dashboards do we need?
Reporting
Monitoring
Funnel
Overview Schools Channels Geography Requests
Overview SEO AdWords Facebook WisePops
Salesforce
cycle
Find your
school
Application
process
Revelation of a dashboard
How did our dashboards evolve?
2015 2016
Filter year/month
Funnel (GA to
Salesforce)
Top-performing
metrics
Request-to-user %
(Google Analytics)
Lead-to-user %
(Salesforce)
Targets for 2017
GA actual vs target
requests vs
Salesforce leads
GA actual vs target
requests per school
How did we connect datasources?
Google
Analytics
Google Search
Console
Google
AdWords
Facebook
Ads
Popup
tool
SalesForce
Google DataStudio
Google Spreadsheets Addons
How did we connect datasources?
GA import
Google
Analytics
Google Search
Console
Google
AdWords
Facebook
Ads
Popup
tool
Salesforce
Google DataStudio
SF import
By
synchronizing
dimensions &
create new
metrics
How did we import GA?
How did we import Salesforce?
How did we synchronize dimensions?
Synchronized dimensions New metrics
Filter year/month
Request-to-user %
(Google Analytics)
Lead-to-user %
(Salesforce)
Lead Life Cycle
High Potential Leads
Unlocking deliverables
Which dashboards did we create?
Reporting
Monitoring
Funnel
Overview Schools Channels Geography Requests
Overview SEO AdWords Facebook WisePops
Salesforce
cycle
Find your
school
Application
process
How did we introduce the dashboard?
Future looks promising
Euh, wait, the future is now!
And the not too distant future?
At last, we will connect directly
Google
Analytics
Google Search
Console
Google
AdWords
Facebook
Ads
Popup
tool
SalesForce
Google Spreadsheets
Google DataStudio
Some takeaways
The path to an operational
marketing dashboard
KPI redefinition +
target exercise
Framework + proof
of concept
Dashboard creation
+ iteration
Introduction &
distribution
Internal
stakeholders
Thanks!

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Crossing the bridge between Google Analytics & Salesforce

  • 1.
  • 4.
  • 5. A challenging path to connection
  • 6. The path to an operational marketing dashboard KPI redefinition + target exercise Framework + proof of concept Dashboard creation + iteration Introduction & distribution Internal stakeholders
  • 8. How did we redefine our KPI’s? Digital Goals Marketing Goals Audience Types Business Goals Strategic Theme Your new horizon in hospitality Increase recruitment Known vs unknown Optimize channel mix Decrease cost/request
  • 9. How did we redefine our KPI’s?
  • 10. How did we determine targets? 20182017 Q4 trial new tactics 2016 Evaluation trial Monthly targets per school
  • 11. Inside-eye of a framework
  • 12. Which datasources do we have? Google Analytics Google Search Console Google AdWords Facebook Ads Popup tool SalesForce Google Spreadsheets Google DataStudio
  • 13. Which dashboards do we need? Reporting Monitoring Funnel Overview Schools Channels Geography Requests Overview SEO AdWords Facebook WisePops Salesforce cycle Find your school Application process
  • 14. Revelation of a dashboard
  • 15. How did our dashboards evolve? 2015 2016
  • 16. Filter year/month Funnel (GA to Salesforce) Top-performing metrics Request-to-user % (Google Analytics) Lead-to-user % (Salesforce) Targets for 2017 GA actual vs target requests vs Salesforce leads GA actual vs target requests per school
  • 17. How did we connect datasources? Google Analytics Google Search Console Google AdWords Facebook Ads Popup tool SalesForce Google DataStudio Google Spreadsheets Addons
  • 18. How did we connect datasources? GA import Google Analytics Google Search Console Google AdWords Facebook Ads Popup tool Salesforce Google DataStudio SF import By synchronizing dimensions & create new metrics
  • 19. How did we import GA?
  • 20. How did we import Salesforce?
  • 21. How did we synchronize dimensions? Synchronized dimensions New metrics
  • 22. Filter year/month Request-to-user % (Google Analytics) Lead-to-user % (Salesforce) Lead Life Cycle High Potential Leads
  • 24. Which dashboards did we create? Reporting Monitoring Funnel Overview Schools Channels Geography Requests Overview SEO AdWords Facebook WisePops Salesforce cycle Find your school Application process
  • 25. How did we introduce the dashboard?
  • 27. Euh, wait, the future is now!
  • 28. And the not too distant future?
  • 29. At last, we will connect directly Google Analytics Google Search Console Google AdWords Facebook Ads Popup tool SalesForce Google Spreadsheets Google DataStudio
  • 31. The path to an operational marketing dashboard KPI redefinition + target exercise Framework + proof of concept Dashboard creation + iteration Introduction & distribution Internal stakeholders