One view of every marketing channel, from campaign to closed deal

The challenge

Most marketing teams run on five or more platforms, and each one reports its own version of the truth. Ad impressions live in one tool, website behavior in another, social performance in a third, and conversions in the CRM. Getting a single answer to a simple question, like which campaigns produced pipeline last quarter, means exporting, cleaning, and stitching spreadsheets together by hand.

That manual work is slow, and it breaks easily. Numbers arrive late, definitions drift from report to report, and executives end up looking at different figures than the teams running the programs.

What we did

Trellist Insights is our answer: a full-service dashboard program built on deep integration with the systems marketing teams already use.

• Every source in one repository. Data is pulled from diverse systems, then harmonized and enriched in a central data repository, so every metric follows one set of definitions.
• The feeds that matter most. Typical sources include Google Ads campaign and impression data, Google Analytics campaign and website data, Sprinklr paid and organic social data from Facebook, LinkedIn, and Twitter, Marketo landing page and conversion data, and Salesforce conversion data.
• Dashboards for every altitude. Marketing teams get the channel detail they work from, and executives get a clear, level view of performance, reported weekly, monthly, quarterly, yearly, or for custom periods.
• Delivered the way people work. Dashboards are available in a self-service portal, and reports can also arrive as a scheduled email to a distribution list, so the numbers reach people without anyone having to go looking.