FINDING YOUR FOOTING:BUILDING INSTITUTIONAL CUSTOMER

KNOWLEDGE WITH DOMO

Lyon Van Voorhis

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INTRODUCTION

What is PI

WHAT IS THE PREDICTIVE INDEX?

WHAT WE DO

7,000+ clients

20 software languages

27 million assessed

WHO USES PI?

UNDERSTANDING YOUR CUSTOMERS

UNDERSTANDING YOUR CUSTOMERS

UNDERSTANDING YOUR CUSTOMER’S CONTEXT

1. Think about the customer holistically

COMPANY METADATADATES

Contract Start Date

Renewal Date

Most Recent User Login

Most Recent Assessment Sent

Most Recent Workshop

100% Assessed Date...and many more!

NUMBERS

Subscription (USD)

Days Until Renewal

T30 Assessments

T30 Reports Sent

T30 Hero Points

T30 $/HP

% of Headcount Assessed...and many more!

TEXT

Company Name

API Company Id

Is Client

Assigned Certified Partner

Country

Software Language

Software Version Born In

Has Cognitive Access...and many more!

ATTACH YOUR KEY DATASET TO EVERYTHING

Using Blends, you can easily attach a key dataset(s) to all applicable datasets, allowing for easy filtering, segmenting and cohort analysis.

BEFORE

AFTER

USING SCRIPT BLOCKS CAN BRING ORDER TO CHAOS

Getting comfortable using the R and/or Python options in the Magic ETL flow can save a lot of pain and redundancy.

UNDERSTANDING YOUR CUSTOMER’S CONTEXT

1. Think about the customer holistically2. Get people across the business speaking the same

language

COMBINING THE VIEWS

PUTTING COMPANY METADATA TOGETHER

Customers are so impressed with the level of depth we can give them when it comes to usage, gaps, and next steps. We go to this page to prep before every client call.

– SARAH BERGERONDirector, Customer Success

“”

@

[Domo has] given our interactions with team members and clients more customization, purpose, and direction. We’ve been able to better define what success looks like and tailor our goals accordingly.

– SARAH BERGERONDirector, Customer Success

“”

@

MARKETING

COMPANY METADATA THROUGHOUT CUSTOMER LIFECYCLE @ .

ONBOARDING PRODUCT/UX

CUSTOMERSERVICE

SALES TRAINING CLIENTSUCCESS

BUILDING INSTITUTIONAL KNOWLEDGE

HOW DOES THIS LOOK IN PRACTICE?

ARE CLIENTS ASSESSING EMPLOYEES?

...OR JUST THEIR CANDIDATES?

DATES

Contract Start Date

Renewal Date

Most Recent User Login

Most Recent Assessment Sent

Most Recent Workshop

100% Assessed Date...and many more!

NUMBERS

Subscription (USD)

Days Until Renewal

T30 Assessments

T30 Reports Sent

T30 Hero Points

T30 $/HP

% of Headcount Assessed...and many more!

TEXT

Company Name

API Company Id

Is Client

Assigned Certified Partner

Country

Software Language

Software Version Born In

Has Cognitive Access...and many more!

PERCENTAGE OF HEADCOUNT ASSESSED?

PERCENTAGE OF HEADCOUNT ASSESSED?

COUNT(CASE WHEN `Survey User Type` = ‘Employee’ OR `Survey User Email Domain` = `Company Email Domain` THEN `Survey User Id` END) /(CASE WHEN `Software Headcount` IS NOT NULL THEN `Software Headcount`ELSE `Salesforce Headcount` END)

MARKETING ONBOARDING

PRODUCT/UX

SALES

TRAINING

CLIENTSUCCESS

DRIVING EMPLOYEE ADOPTIONWalking through the process of setting up an assessment link for employees

Making sure that people are aware of full feature breadth

Spending time focusing on Inspire tools/features in demos

Emphasizing the organizational value available if PI “goes cultural”

Removing artificial barriers to assessing employees and building new Inspire tools

Framing PI as a valuable post-hire tool as well as a hiring aid

UNDERSTANDING YOUR CUSTOMER’S CONTEXT

1. Think about the customer holistically

2. Get people across the business speaking the same

language

3. Improved customer knowledge and communication

leads to happier customers

QUESTIONS?