How ChannelSight automated personalized client reviews to drive retention and expansion

Introduction

ChannelSight is a leading eCommerce Intelligence Platform that empowers brands with data-driven insights to enhance their online product performance and optimize conversions throughout the consumer journey.

The two main products ChannelSight offers are "Shoppable Media" and “Where To Buy,” with marketing content embedded with direct purchase opportunities on online retail partners. This solution shortens the path from product discovery to online purchase, elevating digital marketing content's direct, data-driven impact on the sales funnel.

Rollstack has been instrumental in streamlining ChannelSight's client reporting process, reducing preparation time by 75%!

Key result

• Enabled the client strategy team to move away from manual, ad-hoc data transformation and visualizations for monthly and quarterly reports
• Cut down the client business reviews preparation time by 75%
• Scaled client reporting across 5 client strategists

The challenge

As a senior solution analyst at ChannelSight, Thu Pham focuses on equipping the client strategy team with crucial analytics and tools. In the realm of digital marketing, comprehensive client reports are pivotal for ChannelSight to showcase its insight value to customers and to have a strong influence on its customer retention and expansion. Historically, the report creation process was tedious and time-consuming, along with inconsistent output within the team.

Facing these challenges, Thu and ChannelSight's Client Strategy team approached Rollstack to:

• Deliver regular client campaign performance reports.
• Minimize the time spent creating client quarterly and monthly business reviews.
• Establish a uniform framework for client business reviews, while tailoring it to each client's unique needs.

Despite utilizing Looker for their analytics, the team often resorted to manually transferring data from Looker to Google Slides by capturing screenshots and creating ad-hoc visualizations.

Thu was on the hunt for a solution that would make Looker the centralized data source and seamlessly integrate Looker visualizations into their presentation creation.

The solution

Rollstack was the perfect fit. It enabled the ChannelSight team to leverage their existing Looker assets without the need to rebuild or start afresh.

Using Rollstack, Thu and the team could integrate Looker with Google Slides, devising standardized templates for monthly and quarterly client business reviews. Rollstack's collection feature further allowed them to expand this reporting across various clients, coupled with scheduled automated updates.

For clients with unique requirements, the team retained the flexibility to modify existing templates or craft specialized ones.

Results

Within a month of implementing Rollstack's streamlined process, Thu and the Client Strategy team witnessed a 75% reduction in client reporting time.