Use interactive dashboards to give your pitch the advantage

When a Request for Proposal hits your inbox, how do you rise above the competition?

Geir Freysson
Datasmoothie

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At Datasmoothie, our clients are mainly market research agencies and research buyers. One agency we work with had reached the in-person pitch stage with a high-value client and needed an advantage over the competition. Less than 24 hours after they contacted us, we had an interactive dashboard ready for them, branded and white-labelled with the prospective client’s corporate colours. (Click here for the case study).

We love PowerPoint (really, we do) — but customers expect more

In the modern world, clients expect to dive deeper into data by applying filters to survey results according to their needs and “browse” the data online, both on the desktop and mobile phones.

Clients also expect to get their results in a dashboard as soon as a survey is no longer in field, so rapid production, deployment and delivery are imperative for an agency to stay competitive and for clients to remain loyal.

When the client took the dashboard to their pitch, they also knew from the outset how much the dashboard would cost, as they have a fixed-price deal with Datasmoothie that applies to all dashboards they deliver, making it easy for them to add their margin.

When the deal was done

When the client had won the deal (hurray!), we used our award winning platform to create visualisations of the data that the client could navigate through by clicking on different filters. Every variable in a survey can be filtered, and the filters can be used in any combination. The client could thus view the results from any subset of the respondents they wished, always getting a warning if the number of respondents was too low to produce significant results.

If your proposal needs a competitive advantage, get in touch with us and we can discuss how we can help your agency with interactive dashboards to win pitches.

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Co-founder of Datasmoothie. I also maintain the open-source survey data library Quantipy and it’s enterprise equivalent Tally.