A Snapshot of Our Business
Ignite Your Online Presence with Open Ocean Digital!
What is a Snapshot Report?
The Snapshot Report is an award-winning marketing needs assessment that arms sales reps with automated insights into a business’s online marketing performance. These insights make for powerful and persuasive sales pitches. Use the Snapshot Report to start the conversation with business owners, highlight gaps in their marketing, and propose optimal solutions.
Watch this video for an overview of the Snapshot Report:
Digital SnapShot
The Snapshot Report is an award-winning marketing needs assessment that arms sales reps with automated insights into a business’s online marketing performance. These insights make for powerful and persuasive sales pitches. Use the Snapshot Report to start the conversation with business owners, highlight gaps in their marketing, and propose optimal solutions.
Watch this video for an overview of the Snapshot Report:
What’s included?
The technology section displays the technology stack and marketing stack your clients are using on the website.
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Are there opportunities for you to offer better solutions?
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Are they using a website solution that slows down their SEO efforts? Such as Squarespace or Wix?
Gain valuable insights into their technology needs before approaching the prospect, empowering you to offer targeted solutions that align with their business goals.
Is this Section Automatically Included?
This section will be enabled automatically if you're currently running with the default configuration. If you want to disable the section, you can go to “Administration” → “Customize” → “Sales” → “Edit Default Snapshot Template.” From here, uncheck the checkbox at the top of the “Technology” section.
NOTE: This will only affect new Snapshot Reports. If you have already created one for your prospect, you will need to refresh it for this section to appear. If you've customized the layout, you will need to make sure you enable it first before refreshing the report.
What is the Snapshot Report Scorecard?
The Snapshot Report Scorecard is a side panel that can be seen within the Manage Accounts page of either Partner Center or Sales & Success Center. The Scorecard includes:
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The overall score of the accounts Snapshot Report.
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A breakdown of each section along with their associated grade.
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The date the Snapshot Report was created, to give you an idea of how old the data is.
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The ability to refresh the Snapshot Report to ensure you have the latest data.
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The option of viewing the full report.
Sample Snapshot Reprot
A Snapshot of Our Business
Insure you are always aware how your business is seen by your desired customers.
