Understanding Clients Better Through Data
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Understanding Clients Better Through Data

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Thanks to a wealth of freely available online information, it's easier than ever to gather insights on your next potential customers, and increase your chances of converting them to clients. The ...

Thanks to a wealth of freely available online information, it's easier than ever to gather insights on your next potential customers, and increase your chances of converting them to clients. The challenge is that the information is everywhere - on their websites, social profiles, paid databases, and many other places. How can you get a single view of who someone is and what motivates them? The answer is automation. In this talk, I'll show you a simple method of automatically gathering online data using Ruby and Python to get a consolidated view of a prospect.

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    Understanding Clients Better Through Data Understanding Clients Better Through Data Presentation Transcript

    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Understanding Clients Better Through Data
    • Copyright © 2013 Intridea Inc. All rights reserved. I’m A Growth Hacker “Growth hackers utilize analytical thinking, product engineering and creativity to significantly increase their company’s core metric(s).” - TNW
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. We ❤ Our Clients
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. My Challenge • New to the company • 100+ existing clients • Company accounts on most social media networks • Clients are top-down and bottom-up • Not nearly enough info in our existing CMS (for me)
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Goals • Better understand our clients through data and conversations. • Use that information to create content, tools and events for similar companies and people. • Get more clients.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Getting Geeky: The Tech Involved • Gather: Ruby, Python • Visualization: Tableau, Python, R • Storage: MongoDB Replication Set • Sources: CMS, Twitter, LinkedIn, Google Analytics, Surfiki
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Surfiki.com
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Surfiki.com • Twitter: all tweets and account mentions • LinkedIn: company + personal profile • Google Analytics: content, keywords, location • Surfiki: Google Alerts on Steroids • CMS: address, deals, etc.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. The Data Flow Twitter LinkedIn Surfiki CMS MongoDB RPythonTableau
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Why Mongo • It’s (still) cool • We use it at Intridea (so I can call for help) • Easy access via Ruby (and python) • Schema-less = freedom • I’ll use map/reduce ... someday
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Surfiki Data
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Code!
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Code You’ll See • Twitter - grabber.rb • LinkedIn - linkedin_data_gather_person.rb
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. Charty Goodness
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential.
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. More Fun With Data (Not Shown) • More automation using ruby daemons • Correlate client intelligence with GA lead conversion data • Listening for client communication patterns, and when they change • Create a network graph of who is connected to our clients both on Linkedin and Twitter
    • Copyright © 2013 Intridea Inc. All rights reserved. Confidential. More Fun With Data (Not Shown) • Sponsoring and speaking at more of the “right” conferences • Writing more targeted blog posts & measuring conversion rates • Creating more open source tools for the benefit of our clients and the community
    • Copyright © 2013 Intridea Inc. All rights reserved. Contact Me! Robert Dempsey Director of Engagement robert.dempsey@intridea.com (o) 888-968-4332 x517  @rdempsey  robertwdempsey  robertdempsey
    • Copyright © 2013 Intridea Inc. All rights reserved. Thank You Gracias ありがとう Merci Danke 谢谢