What are the best tools and technologies to measure and report on global account performance?

Examples include: Web Analytics (e.g., Google Analytics), CRM (e.g., Salesforce, Microsoft Dynamics 365), Survey Tools (e.g., SurveyMonkey, Qualtrics), Data Integration Tools (e.g., Zapier); Business Intelligence (BI) Tools (e.g., Tableau, Microsoft Power BI); Collaboration Platforms (e.g., Slack, Microsoft Teams); There are many tools, most important are a few consideration: - Choose tools that integrate well with each other to avoid data silos and ensure smooth information flow. - Consider the specific needs of your business - User-friendliness is important Remember - its important to choose what can give you best ROI and best fits for your business.

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following are some of the tools & techniques used for it: Communication Tools: Most commonly used Slack, Microsoft Teams, or Zoom are effective communication tools. Survey Tools: SurveyMonkey, Qualtrics, or Medallia allow to gather feedback from customers through surveys, polls, and reviews. CRM : Salesforce, Microsoft Dynamics 365, or HubSpot provide customer data, interactions, and account details. BI Tools: such as Tableau, Microsoft Power BI etc help you to analyze large data from various sources to create your won dashboard. Data Analytics : Google Analytics or Adobe Analytics are important for tracking various marketing activities. Marketing Tools : such as Marketo, Eloqua, or Pardot help streamline marketing campaigns etc.

Its all stands on the vission ,and mission in that direction Setting targets and acheive is the success for all Data collection is essential but why to lose resorses when the AI tools are there to get best of all data in hand

These tools serve as the foundation for informed decision-making and optimizing marketing strategies: Data collection tools allow us to gather information from diverse sources, providing a comprehensive view of our marketing efforts. Automation is key in the fast-paced world of digital marketing. Standardizing data collection methods across different channels and platforms ensures consistency in the metrics we use for analysis. The quality of our analysis is only as good as the data we have.

Power BI: é uma ferramenta de análise de dados poderosa que integra-se com uma variedade de fontes de dados e oferece recursos avan?ados de visualiza??o e relatórios. Looker: Uma plataforma de análise de dados que permite explorar, visualizar e compartilhar insights de dados de forma colaborativa, além de oferecer recursos avan?ados de modelagem de dados. QlikView e Qlik Sense: Ambas as ferramentas oferecem recursos robustos de análise de dados, permitindo criar visualiza??es interativas e relatórios personalizados para avaliar o desempenho da conta. Sisense: análise de dados escalável que permite consolidar dados de várias fontes, criar visualiza??es avan?adas e gerar insights acionáveis para impulsionar o desempenho da conta.

IBM Watson Analytics: Leverages artificial intelligence (AI) and machine learning (ML) to analyze large datasets and uncover hidden patterns and trends. SAS Analytics: Offers a suite of analytics solutions for advanced statistical analysis, predictive modeling, and data visualization. Alteryx: Provides a self-service analytics platform for data blending, predictive analytics, and spatial analysis, enabling data-driven decision-making. QlikView: Delivers business intelligence (BI) and data visualization capabilities for interactive dashboarding and reporting. Domo: Combines data integration, analytics, and visualization features in a single platform for real-time insights and decision-making.

The transition from basic Excel spreadsheets to more sophisticated tools like R for data analysis was a game-changer. It allowed for deeper insights into account performance, identifying trends and patterns that were not visible before. This shift to a more data-driven approach has been instrumental in making strategic decisions, such as identifying upsell opportunities and improving customer retention rates.

Haciendo uso de herramientas de análisis de datos podemos predecir tendencias, mejorar el ejercicio de determinación de precios de venta en función a análisis de precios de los competidores, oferta y demanda. Es posible identificar segmentos de clientes con características y comportamiento similares lo que ayuda a personalizar estrategias de ventas y marketing para cada grupo. Las bondades de hacer uso de este tipo de herramientas en la gestión de ventas son amplias.

Lo fundamental con los datos es procesarlos de una manera casi “ quirúrgica “ . Segmentación, fragmentación , mucho de lo que acaba en “ón” es lo que hay que hacer Cuantos menos anomalías dejes o incluso no existan mejor. Y a partir de aquí todo lo que hagas de análisis es poco . Hay que estás pendiente continuamente

Highcharts: Allows for the creation of interactive and customizable charts and graphs for visualizing data on websites and web applications. Looker: Provides a data exploration and visualization platform with built-in data modeling and governance capabilities. Chartio: Offers drag-and-drop tools for building and sharing interactive dashboards and reports from various data sources. Plotly: Enables the creation of interactive plots, graphs, and dashboards using Python, R, and JavaScript libraries. Microsoft Power BI: Offers a suite of data visualization and business intelligence tools for creating interactive reports and dashboards.

Utilizing tools like Tableau has transformed how we present account performance to stakeholders. Creating interactive dashboards that highlight key performance indicators (KPIs) has made reports more engaging and accessible. This has facilitated more informed discussions during quarterly business reviews with clients, enhancing the strategic value we bring to these meetings.

Donde les encuentro gran utilidad en la compresión rápida. La visualización de datos permite a los equipos de ventas comprender rápidamente la información clave como por ejemplo tendencias, rendimiento de venta, comportamiento del cliente e identificación de patrones.

Data visualization tools, like Zoho helps in visualizing data in discovering the underlying trends, helps in gaining meaningful insights , which in turn leads to making data-driven right business decisions.

En este proceso de visualización de los datos , en mi caso hay que llegar a un consenso para que la gente que los visualizamos y utilizamos veamos lo mismo y con rapidez. Tod@s tenemos que ver los mismos colores , gráficas , curvas , etc… . Y saber tod@s manejar las herramientas y los datos.

Talend: Provides data integration and data quality solutions for connecting, transforming, and loading data from disparate sources. Informatica: Offers cloud-based data integration and management solutions for seamless connectivity and data governance. Apache NiFi: Facilitates data flow management and automation with a visual interface for designing data pipelines and workflows. MuleSoft Anypoint Platform: Enables API-led connectivity and integration for integrating applications, data, and devices across hybrid IT environments. Pentaho: Offers an open-source business intelligence platform with data integration, analytics, and reporting capabilities.

Implementing integration tools like Zapier has significantly improved our efficiency. By automating the flow of data between different platforms, such as our CRM and marketing automation software, we've eliminated data silos. This seamless integration ensures that we have a 360-degree view of account activities, enhancing our ability to provide a cohesive customer experience.

Al haber varias fuentes de recopilación de datos, quizá con diferentes equipos, al tener los objetivos claros, su integración debe evitar la duplicidad o contradicción. Esta integración debe ser liderada por un solo equipo, externo a los que recopilaron e integraron.

Microsoft Teams: Provides a collaboration platform for teams to chat, meet, call, and collaborate on documents and data in real-time. Jira: Offers project management and issue tracking features for teams working on data-related projects and initiatives. Basecamp: Facilitates project communication and collaboration with tools for sharing files, discussions, and schedules. Confluence: Provides a team collaboration software for creating, organizing, and sharing knowledge and documentation. Google Drive: Enables collaborative editing and sharing of documents, spreadsheets, and presentations in the cloud.

The adoption of collaboration tools like Slack for team communication and Trello for project management has fostered a more collaborative culture. These tools have broken down barriers between departments, ensuring that everyone, from sales to customer success, is aligned on account strategies and objectives. This alignment is crucial for delivering a consistent and personalized customer experience.

One thing I found useful is doing exploits with Metasploit. Allow the Pentesting after the vetting process. Above all do meetings to share the success , failure or New information you have learnt.

Symantec Endpoint Protection: Provides endpoint security solutions for protecting devices and data against malware, ransomware, and other cyber threats. Cisco Umbrella: Offers cloud-based security solutions for blocking malicious websites and preventing phishing attacks and data breaches. Sophos Firewall: Offers next-generation firewall solutions for securing network traffic and preventing unauthorized access to sensitive data. Identity and Access Management Solutions: Such as Okta, OneLogin, or Azure Active Directory, provide centralized control and security for user authentication and access to data and applications.

With the increasing importance of data privacy, investing in robust security tools like LastPass for password management and VPNs for secure remote access has been critical. These tools not only protect sensitive account information but also build trust with our clients, demonstrating our commitment to safeguarding their data.

Data breaches are expensive. Hence it becomes very necessary for a company to install and invest in proper Data security tools like Egnyte, which is a content management platform, which helps business organization by providing data governance, administration and security .

Beyond the tools and technologies, it's important to foster a data-driven culture within your organization. Encouraging curiosity, continuous learning, and experimentation can unlock the full potential of your tools and technologies. Additionally, considering the ethical implications of data usage and ensuring compliance with global data protection regulations (like GDPR) are crucial for sustainable account management practices. Balancing technological capabilities with a strategic, ethical approach to data will be key to success in global account management.

Customer Relationship Management (CRM) Systems: CRM systems like Salesforce, Microsoft Dynamics 365 for managing customer data, and analyzing sales performance across global accounts. BI tools can help you visualize and analyze large datasets to uncover insights about global account performance. Customer Success Platforms: Customer success platforms such as Gainsight, Totango, and ClientSuccess help you monitor and manage customer relationships to drive retention and expansion within global accounts. Predictive Analytics Software to forecast future trends and identify opportunities within global accounts.

Also When it comes to measuring and reporting on global account performance, there are some fantastic tools and technologies available. Google Analytics, Salesforce, and HubSpot are among the most widely used platforms for this purpose. They offer comprehensive insights into website traffic, lead generation, sales performance, and more. These tools enable you to track key metrics and generate detailed reports, empowering you to analyze and optimize your global account performance effectively.