Tips & Ideas: Are you going to present this data while screensharing? You can
make this full-screen and collapse the navigation bar on the left
for a clean presentation mode. You can use filters to narrow down
to a single account, asset, or other data point as needed – this can
help pull focused data for meetings with specific partners, an
internal marketing team, etc.
Brainstorm: Schedule an Analytics course to show the customer the benefits
of using Analytics.
Worklow Automation Suggestions
Is your sending domain still valid/the best one to use?
Are you using nurture emails with your partners (1 weeks/2 weeks/3 weeks)?
Do you have any workflows to remind partners to log in or complete certain tasks?
Are you automatically assigning administrative privileges to your primary users?
Analytics
Have you looked through the new Analytics yet?
Are you using Analytics to review/assess anything in particular?
Are you comfortable finding what you need in Analytics? (Review navigation as needed)
Are you comfortable downloading a dashboard or a widget?
Have you had a chance to use the filters?
6
Tips & Ideas: You can always add a CC or BCC email address for yourself or
another internal team if you want real-time notification when a
partner receives an email. Adding descriptions to your workflows
will help you to remember what the workflow is doing at a glance
or make it clearer to an internal teammate working in PRM. This
can help prevent duplications or future conflicts with workflow
actions.
