DATA is so confusing!! Help me /w Real Examples of Sales Funnels and How to Sell
00:00 Introductions
00:30 Topics : funnel charts and quality of leads, velocity through sales funnel
04:00 Topics : Filter context, and DAX Studio
04:52 Azure Resources : What is Azure?
05:20 Azure database and Azure Machine Learning – do a demo in next show?
06:30 AWS and AWS Lambda – also very overwhelming – free tier lots of lambda calls – personal automation up in the cloud – similar to Zapier automation – Similar to Azure functions?
09:00 Tyler uses AWS and Databricks, Optumi – simpler alternative to setting cloud services
10:26 Andrew AWS and Azure mix. Lots of Azure SQL Managed Instance
11:00 Charles lots of people still in Excel. Azure credits and Azure SQL Serverless spin up on demand
12:50 There is a learning curve to cloud services
13:40 PowerBI connected to Sharepoint and Excel. Can lead to broken reports
14:58 Email is often used be used to tag and organize data
15:37 Sales and Marketing funnels – Tyler decision tree model and support vector classifiers
16:22 Sales Funnel Example : How to sort funnel, with lookup table and add a sort number – harvest fields from data set – duplicate query and then remove duplicates and then add index
19:18 Tyler using Tableau and sort. calculation to create a discrete measure. Idea for next show
20:20 One of the top searches is difference between Tableau and PowerBI
21:08 coding live is nerve wracking
22:20 Optumi example – predict if leads close at all Kaggle Olist data lots of nulls
24:48 Tyler – support vector classifiers ,Grid search, parameters and then iterator, train model – accurate in predicting leads that did close 27:02 important to review accuracy rate. predict 72 percent of close – based on imbalanced data set
28:02 parameters used in model. one hot code them by turning them into integers
30:53 What are the top features and parameters. Decision tree and find important parameters. explainable AI models. recursive feature – train and drop features to find parameter.
33:17 next step is to find parameters that make the most impact….ie landing pages, or combination of attributes
35:19 use Concatenatex function to see all the dates associated with a filter context…ie by client number.
36:53 using calculate to decrement to a prior step in the marketing funnel. – Now I can analyze step between each steps – funnel velocity Next step fix an issue when there is a step missing
40:00 Tyler – next step duplicate this in SQL CALCULATE can remove a filter context. very powerful but one of the most abstract features of PowerBI
41:45 workloading – connect CRM lead data and operations data. capacity loading and workload – sales team can look at actual capacity and try to close to help fill workload gaps – also can be used to level the load of incoming money.
44:20 Example of fake data set I created for this workload analysis
45:55 DAX studio – create a measure for a tooltip to see what filter context is coming into the visual.
47:00 How to sell your data services – data security and trust is important.
48:00 Tyler – put together a portfolio. show how you can solve their problem. Shows how you bring value
49:17 My live stream story. power of video – Go onto Avi Singh’s show. I wanted to cancel and not go on the show because of fear. – Next 4 days I fielded linkedin connections.
51:06 if you do great work but if nobody knows about it, nobody will buy your services.
52:10 Andrew overlap between two business. Got to show up and be present. Show your work on different platforms.
53:00 Focus on linkedin, 100% of leads come in with direct messages.
53:50 shiny object syndrome. Ask a lot of questions to help demonstrate value.
55:13 nobody buys the tool, they buy how you solve the problem.
55:40 speak the right language. communication is key to help bridge the gap between the business and tech world.
56:10 Ask why now? Why is the urgency and why the pressure leads to the real why
57:30 sometimes the client has fear of you. help people overcome fear.
58:58 signup at my website www.solismatica.com …I plan on documenting how I create my funnel and sending updates on how I am using Convertkit to communicate with my subscribers.
1:02:35 Put a guide out there..and upselling and gaining trust for higher level products.
1:03:52 The value is in the trust in Linkedin for inbound leads. Inbound is so much easier.
1:05:12 don’t go for the largest audience. Niche down and experiment.
1:06:10 When you niche down, you can find people that share similar values as you.
1:07:40 Focused study helps you charge higher rates because you can quickly address people’s problems.
1:09:18 Find customers that you want to work with. I always look back over the past year, and try to define persona of people you want to work with.
1:11:10 People we follow : Danny Ma, Avi Singh, Curbal, Jason Vana, John Nemo
#data #python #powerBI #businessintelligence