What if your app could put the power of analytics everywhere decisions are made? You have the app and the data. Now you can bring data to life inside your app with Power BI. The new Microsoft Power BI Embedded service allows ISVs to embed stunning, fully interactive reports into customer facing apps. See how Power BI Embedded combined with Microsoft Azure services and Visual Studio make it a seamless experience for ISVs to enhance their application by reducing TCO and expediting time to value.

1. Gal Josefsberg
VP Products
gal.josefsberg@act-on.net
@gjosefsberg
Act-On Software
Power BI Embedded Solution

2. At Act-On, we love marketing as much as you do. We are a
marketing technology company with a passion for helping the
marketer, do the best work of their career.
A few of the 4,000 customers that can attest to this passion

3. Act-On enables:
Openness – best in class, plug and play
integrations (CRM, CMS, BI, etc.)
Inbound and outbound marketing
excellence – from web tactics to
campaigns
Automatic optimization – from
responsive website design to SEO
recommendations.
1.
3.
2.
We’re Building a Platform that Powers the Customer’s Journey

4. The CMO’s Challenges
The CMO is facing four challenges:
Too many
point
solutions
1.
Too much
data
3.
Not
enough
people
2.
Struggling
to own the
brand
4.
Our goal is to build a system that solves this

5. • Provide a way for the CMO to own the entire customer experience:
• Brand building
• Demand generation
• Customer marketing
• By collecting data across channel, media and engagement
• And then coordinating marketing activities:
• Across multiple channels
• Providing accurate attribution and pipeline forecasting
• Fostering targeted and personalized engagement
• With Enterprise level features
• And a consumer UI
The Act-On Solution

6. This generates a ton of data…
Marketing Automation collects:
How do we make this data ACCESSIBLE
to customers for analysis and decision making?
ANONYMOUS VISITORS
SEARCH, SOCIAL, AD CLICKS
FORM VIEWS AND FILLS
EMAIL SEND, OPEN, CLICKNURTURE PROGRAMS
EVENTS CRM DATA
ADVOCACY DATA

7. Marketers are seeking best-in-class BI tools not
reporting native to marketing technology applications
Issue Act-On Hubspot Marketo Pardot
Reporting 11.1% 8.7% 14.7% 9.8%
% of reviews that complained about… BestWorst
Reporting is the most common pain point regardless of company size

8. Act-On and
Power BI

9. Solution Goals
• Deliver high quality dashboards and reports
• Minimize engineering time required per report
• Allow PSO and CS to deliver customer specific
solutions
• Handle large amounts of data
• Quick time to market

10. • Use cases
• standard reporting
• custom reporting
• We examined the following options:
• Build our own reporting platform
• Power BI
• Another BI vendor
• Eventually decided on Power BI
• Initially mentioned by a mutual partner, Vuzion
Market and Customer Research

11. Embedded PowerBI
Embedded PowerBI allowed Act-On
to:
Easily create basic reports with minimal
engineering resources
Create custom reports by any dataset for
any customer
Provide a tool for Act-On PSO to create
new reports on demand
1.
3.
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12. CRM, Opens, clicks, views, plays, logins, company profile, demographics,
attendance, interactions, billing, support cases, product usage
Act-On Data Layer
Export large amounts of data on prescheduled intervals
Data Studio
Embedded Power BI
Understanding customer interactions at the account level
Reports
Detailed performance
analysis
Dashboards
Quick visual indicators of
performance
Custom Solutions
Reports and dashboards built
by PSO
Act-On UI
All reports and dashboards are embedded in the application, no
separate sign in to Power BI
Solution Architecture

13. Report 1 – Marketing Performance

14. Report 2 – Sales Performance

15. Report 3 – Custom Analysis

16. • Analytics module
• Advanced reporting module
• Customers building dashboards
Next Step

17. Questions?