sending the right message with data-driven sales automation
TRANSCRIPT
AT A GLANCE
G O O D D A T A C U S T O M E R S T O R Y | A U T O P I L O T
Sending the Right Message with Data-Driven Sales AutomationListening to the CustomerIt’s often been said that the customer knows best. That’s why, when Autopilot
began evaluating the opportunity to create a new sales prospecting automation
tool delivering the same level of automation and insight as their marketing-centric
offering, they started with the customer. After quizzing hundreds of customer sales
teams on whether or not they would find value in the solution, they were met with
unanimous support to move forward.
In an increasingly digital world, where conversations with customers have shifted
predominantly online, most B2B marketing departments still maintain tight control
over digital communication and measurement tools, including marketing automation
systems. The feedback Autopilot was hearing from their customers was that the
historic divide between marketing and sales was placing a new breed of outbound
sales development representatives (SDRs) – responsible for email prospecting – at a
significant disadvantage.
Without access to automated tools, SDRs were relegated to manually performing
tasks to fill the gap between marketing automation and CRM programs -- including
planning and tracking email campaigns. Additionally, without the data an automated
tool could afford them, they lacked insights on how their efforts were performing,
and where to best invest their time.
Autopilot realized the opportunity to create a new line of business, addressing real
customers pain points. They set out to build CoPilot – a groundbreaking prospecting
automation tool designed to take the manual work out of outreach; improve the
performance of outbound email campaigns; and focus sales’ efforts on highly
engaged prospects to increase conversion.
Necessity, Meet InventionAutopilot identified the critical requirements for their new solution. They knew it needed
to allow SDRs to design and test their own campaigns, without requiring assistance from
marketing. It had to be working on their behalf at all time – doing the tasks that were
consuming way too much of their time, like responding in real-time to clicks and other
engagement activities. It had to be smart enough to deliver customized messages that
move prospects down the funnel, based on their behaviors, notifying sales when it was
time to reach out personally. And most importantly, it needed to give sales access on
demand to insights about campaign performance and prospect behavior so they could
make quick, informed decisions to drive better results.
With their existing marketing automation solution, Autopilot already had most of the
building blocks to quickly build a prototype for CoPilot and test it within their own
1© 2014 GoodData Corporation. All rights reserved.
Company: Marketing & Sales Automation, 30 employees
Customer Since: 2014
Solution: Powered by GoodData
Use Case: Internal & Customer Sales Automation
Favorite Metric: Most Engaged Prospects
Best Feature: Ability to push out reporting updates to CoPilot instantly
Results: ► New line of revenue created
► 2 week, self-service implementation
► On-time and on-target launch
[email protected] 415-200-0186 @gooddataGet in touch.
G O O D D A T A C U S T O M E R S T O R Y | A U T O P I L O T
Delivering Value — FastAutopilot’s self-service implementation with GoodData took just two weeks, allowing
them to introduce analytic insights to their customers in sync with the launch of CoPilot.
Said Peter, “Time to value hits home for us. We managed to deliver beautiful, advanced
analytics to our end users in a very short period of time. We care deeply about helping
our users to maximize the performance of their sales prospecting campaigns, and our
reporting dashboard in CoPilot helps them do that thanks to GoodData.”
CoPilot now empowers the sales force with tools and information once reserved
strictly for marketing – helping them send the right message, at the right time, to the
right target. Reps can instantly access high-value metrics like Most Engaged Prospects
and Best Performing Campaigns so they can invest their time and resources where it
counts. Sharkey says “CoPilot users are blown away by the insights they have into the
performance of their campaigns. They’re using them to make better decisions, and
ultimately drive more revenue from their sales prospecting.”
organization. But they knew they needed the support of an analytics ally to deliver
a user experience that made it easy and fast for salespeople to find the information
they need. After evaluating a number of other business intelligence vendors, Autopilot
chose GoodData for, among other reasons, its incredible ease of use. As Peter Sharkey,
Co-Founder and Product Manager, stated “Many email reports are time consuming to
configure, difficult to interpret, and well...ugly. This was really important to us, given our
goal to deliver the most easy to use sales automation tool available. GoodData allows us
to provide advanced email reporting in CoPilot, without sacrificing ease of use.”
Additionally, GoodData’s platform offered the promise of rapid time to value via
GoodData’s open and accessible APIs – allowing Autopilot to easily integrate its
capabilities within CoPilot. GoodData’s cloud-based design offered a variety of benefits
as well, including the scalability they needed to handle their large client base, and the
ability for Autopilot’s product team to push out updates to clients virtually instantly.
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CoPilot’s Email Campaign Performance Dashboard.All data has been genericized.
“By powering CoPilot’s analytics with GoodData, we’re able to provide our users with the most cutting edge insight, right inside of CoPilot itself.”
Peter SharkeyCo-Founder & Product Manager, CoPilot