As a small content marketing agency, client reporting can be one of the most stressful and time-consuming tasks that you complete throughout the month. It means generating relevant data, compiling user metrics, and creating visual charts, and later compiling these into a coherent report that is simple enough for your client to understand, yet technical enough to be relevant.
Worse yet, client reporting for each client can take several hours per month, and most clients will only scan the report to make sure you’re actually making progress towards their goal; Only the most engaged clients will take the time to fully read the report. It can feel like wasted time to pore over the perfect report, only to have the client briefly read the overview.
Reporting is only a summary of the progress that should already be evident. — Let your work prove your value to the client. Leighton Burley — Founder, Artiiseo Content Marketing Agency
This whole process takes the time and energy of your staff and means they aren’t available to take on more clients. But what if there was a way that you could automate this process? Think of all the time – and wages – your agency would save by automating the reporting process. This way, you’d be able to focus entirely on the quality of your output, and let the results speak for themselves – in the form of an automated report.
In this article, we’ve compiled 7 reporting tools that we believe will help to streamline your reporting process, save you time, and help your clients understand the story behind the data.
Databox
Using Databox, agencies can automate the client reporting process by pulling data from most SaaS platforms, social platforms, or digital services, including HubSpot, Google Analytics, AdWords, LinkedIn, Twitter, Facebook, Instagram, and many others.
Databox pulls data from each of your linked platforms, providing a dashboard where you can monitor progress, set out goals, and determine ROI while presenting technical data in a visually pleasing, easy-to-understand format.
Databox provides a high level of report customization and features report templates to help agencies create their report. Databox also allows you to view and share data across multiple platforms and devices, including mobile, desktop, TV, and even Slack.
Klipfolio
Klipfolio is a cloud-based platform that allows agencies to build customized dashboards that sync, in real time, across devices, allowing them to display reports on mobile, desktop, or TV. It’s also a cloud-based platform, which means that you can easily share data or reports with clients around the globe.
The beauty of Klipfolio is its ability to combine data from different sources, including Moz, Google Analytics, Facebook, SEMrush, and HubSpot, into a single, coherent dashboard or report, allowing you to provide a broad overview of all data sources in one report.
Dasheroo
Dasheroo is another platform that allows you to pull data from a wide variety of platforms and present a cohesive overview of the data to your client. It integrates with SaaS software, social media, and platforms such as Google Analytics, Instagram, Survey Monkey, Salesforce, Adwords, Facebook, and Mailchimp, just to name a few.
Dasheroo also provides the ability to create teams, and user accounts with multiple levels of permissions, ensuring that only authorized personnel have access to various client data and reports.
TapClicks
TapClicks is yet another platform that allows agencies to provide their clients with integrated reports. Like many of the other platforms, TapClicks pulls data from a wide variety of sources, providing a dashboard and reports which provide an accurate overview of the client’s overall performance. Once again, similar to Dasheroo, TapClicks lets you set up specific user permissions, allowing you to allocate specific data, tasks, or clients to the various users on your team.
Cyfe
Cyfe is one of the best all-in-one reporting dashboards on the market today. It features full integration with most analytics, social, and CRM platforms, and allows the user to display relevant data from multiple platforms without needing to sign into various tools and platforms.
Teams are able to track virtually anything, from search analytics and ads to sales and finance, by linking the appropriate SaaS tools or platforms. Custom reports and dashboards allow you to create and track different goals, view and compare historical data, or assign reporting segments to your team. Different teams can structure their dashboards around specific data segments, depending on their focus. For instance, the SEO, PPC, and content marketing teams can all create dashboards with data relevant to their team focus.
Everything is customizable and affords extensive functionality. Agencies no longer need to maintain dozens of tools to track all the information they need. Cyfe allows you to import and harness the power of multiple data sources to create comprehensive and actionable reports all on one dashboard.
Quintly
Quintly is a social media analytics and reporting tool that allows you to keep track of all your clients’ social media analytics in one convenient dashboard. When you’re contracted to build a client’s audience on Facebook, Instagram, and Twitter (not to mention a plethora of other social platforms), Quintly is an invaluable tool for keeping track of metrics, setting benchmarks, and optimizing the effectiveness of your social media strategies.
Quintly also features powerful social benchmarking tools which allow you to compare your performance and metrics against those of your competitors. Quintly fully integrates with Facebook, Twitter, Google+, LinkedIn, YouTube & Instagram, and makes gathering data for these platforms incredibly easy and convenient.
With Quintly, users save a significant amount of time that many people waste on manually tracking your social media KPIs. In order to accelerate the reporting process, users can automate client reporting, create custom reports, and utilize white label templates.
Quintly’s minimalist interface makes the software incredibly easy to use, yet provides robust features and functionality, ensuring the best user experience.
SEMrush
SEMrush is a comprehensive tool suite that allows you to track a wide variety of metrics for both yourself and your competitors. It allows marketing managers to gain valuable insight into the effectiveness of their marketing channels. SEMrush provides data into search ranking, brand mentions, backlink analysis, social metrics, and many more. With this valuable information, digital marketers are better equipped to understand client needs and adopt the appropriate strategy. In addition to this, SEMrush enables marketing professionals to gain leverage over their competitors by allowing them to compare their metrics against their competitors, across many points of comparison. Once they’ve identified their metrics, they can adopt a strategy that helps them to improve.
Summary
There are many platforms that you could use to automate your reports. The problem is that not all reporting tools are equally effective. The most effective reporting platform will gather and analyze client data, and then allow you to report this information to your clients in an easy and visually-pleasing format.
While the list we’ve compiled is by no means exhaustive, these are some of the platforms that we believe will be of the most use to digital agencies, as you make the shift from manual reporting to automated reporting. This, in turn, will free up your agency to spend more time honing your craft and increasing your clientele.
Top comments (0)