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Gal Josefsberg
VP Products
gal.josefsberg@act-on.net
@gjosefsberg
Act-On Software
Power BI Embedded Solution
At Act-On, we love marketing as much as you do. We are a
marketing technology company with a passion for helping the
marke...
Act-On enables:
Openness – best in class, plug and play
integrations (CRM, CMS, BI, etc.)
Inbound and outbound marketing
e...
The CMO’s Challenges
The CMO is facing four challenges:
Too many
point
solutions
1.
Too much
data
3.
Not
enough
people
2.
...
• Provide a way for the CMO to own the entire customer experience:
• Brand building
• Demand generation
• Customer marketi...
This generates a ton of data…
Marketing Automation collects:
How do we make this data ACCESSIBLE
to customers for analysis...
Marketers are seeking best-in-class BI tools not
reporting native to marketing technology applications
Issue Act-On Hubspo...
Act-On and
Power BI
Solution Goals
• Deliver high quality dashboards and reports
• Minimize engineering time required per report
• Allow PSO a...
• Use cases
• standard reporting
• custom reporting
• We examined the following options:
• Build our own reporting platfor...
Embedded PowerBI
Embedded PowerBI allowed Act-On
to:
Easily create basic reports with minimal
engineering resources
Create...
CRM, Opens, clicks, views, plays, logins, company profile, demographics,
attendance, interactions, billing, support cases,...
Report 1 – Marketing Performance
Report 2 – Sales Performance
Report 3 – Custom Analysis
• Analytics module
• Advanced reporting module
• Customers building dashboards
Next Step
Questions?
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Act-On and Power BI, it's official!

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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.

Published in: Data & Analytics
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Act-On and Power BI, it's official!

  1. 1. Gal Josefsberg VP Products gal.josefsberg@act-on.net @gjosefsberg Act-On Software Power BI Embedded Solution
  2. 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. 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. 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. 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. 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. 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. 8. Act-On and Power BI
  9. 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. 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. 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. 2.
  12. 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. 13. Report 1 – Marketing Performance
  14. 14. Report 2 – Sales Performance
  15. 15. Report 3 – Custom Analysis
  16. 16. • Analytics module • Advanced reporting module • Customers building dashboards Next Step
  17. 17. Questions?

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