Power BI Reporting: Simplify The Customer Feedback Process

Power BI Automation: Simplify the Customer Feedback Process

It doesn’t matter how focused a business is on gathering feedback. Processing the data, distilling it into actionable insights, and then distributing reports to each team member in the appropriate format is easier and much more effective with Power BI Reporting (PBRS). Although honest feedback can leave your team feeling a bit humbled, absorbing and responding to it can lead to powerful improvements in the long run. Let’s discuss Power BI automation and reporting and learn how it simplifies the process of leveraging customer feedback.

What is Power BI Automation and Reporting? 

Power BI (business intelligence) software is a platform that allows users to visualize data and share information with fellow team members. It allows raw data to become real insights by turning data sources into coherent, visually immersive, interactive reports and dashboards. The “power” lies in its ability to connect to apps and services and explore data with incredible detail.

Power BI can:

● Explore data in detail.

● Visualize and analyze data.

● Allow users to view all data in one place.

● Create live dashboards with real-time updates.

● Quickly create interactive reports.

● Schedule and automate reports.

Power BI automation and reporting refers to the automatic delivery of reports at predetermined intervals so that users don’t have to waste time looking for them.

Why is Data Important for Customer Engagement?

Data is a measurement of customer behavior. This is crucial for customer engagement because it can lead to insights and useful metrics that will help predict a customer’s future purchases and lifetime value. Data generation and collection help build relationships with consumers because they make it possible to better predict the needs of your customer base.

Power BI reporting makes it easier to collect and analyze data in order to turn it into actionable solutions. Here are three common ways to collect customer feedback:

1. Surveys and Questionnaires

Surveys and questionnaires are wonderful tools for gauging how customers feel about a brand, its products, and its services. Some customers may not want to take the time to do surveys, but when a customer has something they want to share, they may be very much inclined to participate.

Surveys can be delivered electronically in the form of follow-up emails or texts, or they can be integrated into websites where customers are asked to answer a few questions before they leave the site. One of the best moments to survey customers is right after purchase. 

Post-Purchase Surveys

Surveys sent to customers after a transaction will gather feedback on the shopping experience. Aspects such as the effectiveness of the product or service, quality of customer support, and overall satisfaction should be the focus. How likely customers are to recommend the brand to family and friends is a popular question that can provide meaningful insight into customer loyalty.

Relationship Surveys

Conducting periodic relationship surveys helps to gauge the overall satisfaction and loyalty of customers. These surveys can provide valuable insights into the strength of the customer/business relationship, areas that need improvement, and potential upsell opportunities. 

Power BI reporting works with survey software tools to collect, transform, and prepare all of this data for further analysis.   

2. Account Reviews and Feedback Sessions

Account reviews and feedback sessions offer an excellent opportunity to ensure that customers feel that their opinions matter. While this may not be a good fit for every customer, it can work to solidify the relationship.

Account Review Sessions

Account review meetings should be scheduled with B2B customers to discuss their experiences, goals, and challenges. These sessions are an opportunity to gather feedback on products, services and customer support, and identify areas where additional value can be provided.

Feedback Workshops

It is a good idea to organize roundtable discussions or focused feedback workshops with the key decision makers of B2B clientele. Open discussions with customers will help with gathering insights, identifying concerns, and highlighting suggestions. These sessions can help foster collaboration that will in turn strengthen the business relationship.

3. Customer Advisory Panels and Boards

Consider inviting a select group of B2B customers to join a customer advisory board. The panel can meet periodically to participate in strategic discussions, provide feedback, and share insights on industry trends. Their perspectives can help shape a product roadmap and service offerings. 

4. Online Collaboration Platforms

An online community or collaboration platform exclusively for B2B customers can serve as a space for customers to ask questions, share feedback, and interact with other customers and your team. Monitor and engage with the platform regularly to gather insights and address concerns as they present themselves. 

Customer feedback is a valuable tool, and it is important to remember to incentivize and express appreciation for it. Businesses can offer discounts, exclusive access to new features, or priority support for B2B customers who actively provide feedback. This approach works to encourage participation while strengthening the relationship between a business and its customers. 

How to Process All That Data

Once data has been gathered, organized, and quantified, the next step is to identify the root causes of recurring problems. While this process can be humbling, it is well worth the time and effort. The resulting improvements can provide more traction for customer service efforts. Small changes may be all that is needed to significantly improve the customer experience.

To understand the underlying causes of the identified issues, dive deeper into the feedback.

● Collaborate across teams.

● Generate actionable recommendations.

● Consider, monitor, and measure improvements.

● Iterate and improve.

The key to business success is customer satisfaction. By following these simple steps, B2B businesses can transform customer feedback data into actionable insights that will drive meaningful changes to improve customer engagement and satisfaction. This will ultimately contribute to reaching business goals.

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