3-Month Customer Trial User Report
Over the course of three months, a client at studio BE requested that we conduct a data report analyzing and comparing the progress of their employees using our product.
First, we needed to define the perimeters of the assessment and understand what insights we were trying to uncover. We conducted trend research on user data reports and we discovered thought-provoking survey questions that would serve as placeholders over the course of the study. We wanted to be able to show personal and professional growth for the study's participants that would ultimately drive our client to upgrade their contract from a trial to a one-year contract.
We then strategized the survey's deployment with the use of tech research and client feedback. Our two main challenges were differentiating messaging over (7) different internal teams and engagement over the course of the study.
We decided engage with our clients using email, google invitations and SMS text messaging software. We used list membership to define our copy, which meant that each team was met with an individualized message when being notified about the survey.
Once the entries were completed through Hubspot Forms, I would download the results and store them for an end of trial analytical report. When all of the entries for each survey was submitted, I then went to work researching data analytic softwares that were best suited for our intended use.
We chose Qualtrics as our data processing software which, in hindsight, should've been used for the survey host as well. I separated each survey (4 in total) and combined them based on user to define the change in answers over the study. I was also able to identify users based on team membership which allows us to view team usage results.
Once we had all of our takeaways, we gathered the most notable changes throughout the trial and used them in our report. We found that in total, the users had a 17.4% Increase in Happiness, we also found that they had a 15.4% Decrease in Stress and a 13% Improvement in Mental Health.
We took all the data and used it in our end-of-trial report and I also made the infographic to show the difference in usage based on team. The client data report and analysis was a success and when they were presented the report, the company upgraded to a 1-Year contract.
As a highly experienced sales operations and strategy professional, I have successfully implemented effective and streamlined systems that have significantly improved sales outcomes. With a strong focus on utilizing technology to increase efficiency, I fully adopted the use of Hubspot for my company, building out the CRM and integrating it with lead generation software to seamlessly load prospects into the CRM and sales sequence with the click of a button.
In addition to my CRM expertise, I created a brand new and automated sales outreach system that has saved my colleagues an average of 20 hours per week and improved our overall sales efficiency. My ability to think strategically and creatively has allowed me to develop solutions that not only optimize sales performance but also enhance customer experience and satisfaction.
With a passion for achieving tangible results and a commitment to staying up-to-date with the latest sales technology and strategies, I am confident in my ability to provide top-notch services to clients looking to boost their sales operations and increase revenue.