Customer Success Stories
We asked our customers how SegMetrics helped them improve their marketing. Here’s what they said…
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What our customers say
Every quote below comes from a SegMetrics customer. Click any of them for the full story.
Watch the interview“We’ve been using SegMetrics for about two and a half years, and I can easily say that the visual accessible representation of the data that goes in and out of our business is simply irreplaceable. Having a single source of truth that we can point every team member, every department, to and say, “this is the data we are going to drive the ship by” has made such a big difference.”
SegMetrics is perfect for digital training businesses like ours. What we love most is the variety of native integrations -- SegMetrics is the only reporting dashboard that features connections to SamCart, Facebook, MemberPress and ActiveCampaign (among others!). Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with 'the other guys’. As an added bonus: their webinars are better than most paid training.
Watch the interview“For the first time ever, SegMetrics gave us full transparency over where our customers were coming from at StoryLearning, untangling an unholy mess of YouTube videos, blog posts, social media videos, even leads from books. We could never have grown to the level we did without the support of SegMetrics.”
We knew we needed a clear way to track revenue across multiple sources – email, content, launches – without having to manually build a complicated system ourselves. We’d heard good things from other businesses owners we respect who were using SegMetrics successfully, which gave us confidence. It seemed like the fastest path to get accurate, useful data without a big learning curve.
We now have a much clearer picture of where our revenue is actually coming from. Instead of guessing, we can see how different channels and funnels perform. It’s helping us make smarter decisions for launches and evergreen products.
The way SegMetrics connects everything – email, sales platforms, funnels – and gives clear attribution is really valuable. The dashboards are straightforward and make it easy to understand performance without needing to be a data analyst.
Watch the interview“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working... and how to make it work better.”
As a Fractional CMO, SegMetrics helps me do my job better. Not only does the software give my clients an accurate idea of current marketing performance, but it also allows them to make more informed, data-driven decisions about where to invest marketing dollars, team and time. SegMetrics gives my clients the marketing answers they’ve been searching for. Plus, we all get to stop compiling data manually in messy spreadsheets that don’t show the full picture.
How a blockbuster media company understands their customer journey
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“Use platforms like GA4, the Ads Manager, or platforms like SegMetrics to track and measure your marketing success.”
Watch the interviewBefore SegMetrics, I was running omnichannel campaigns and I really had no idea about the direct return on investment for any one of the channels. I was putting a lot of effort into all of them and kind of working on intuition using my best-guess of what seemed to be working well and what didn’t.
But since I got SegMetrics, it took me about 15 minutes to set it up. I could do it all by myself, and then it was very clear and easy for me to see exactly what channels were producing leads and sales for my business. It just helped me optimize my channel strategy, and get rid of entire channels that just were dying.
How SegMetrics can earn John Lee Dumas an extra $221,075
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I use SegMetrics daily. I have a master dashboard that shows me all the important numbers in my business. Email subscribers, sales, revenue, LTV, ad spend and conversions, churn rate for my membership, and many others.
At a glance, I can see the general health and trends in my business. I can catch negative trends quickly so I can troubleshoot, and I’m encouraged and motivated by positive ones. Thanks for putting your mental energy into it for me. Segmetrics is literally changing my life. I’m making massive moves based on what I’m learning there, and I’m extremely grateful.
I don’t use all the features SegMetrics offers, but this dashboard alone is well worth the investment for me.
SegMetrics has helped us get way more value out of our marketing and provided reports that we could only dream of.
If you want to know where the opportunities are hiding in your customer and subscriber data, SegMetrics will show you.
SegMetrics solves the attribution problem of AdWords, Facebook and others and gives us the ability to build FLEXIBLE reporting dashboards that reflect leads, web clicks, calendar bookings, sales, customers and so much more — and tie it all together visually in a way that you can tailor to your needs.
We have moved over one client from WickedReports to SegMetrics and setup new clients now on day one with SegMetrics account.
Watch the interviewAt Ontraport, we don’t usually promote many other systems ... however, Keith’s system has really made a huge difference in our business. We’re starting a verticalization strategy, so we’re getting really specific with the people that we’re marketing to. We have a ton of different funnels. Our customer journey can be pretty long.
So it’s not enough for us to just track our ads right after the first click because someone may convert 6 months later... and that first click matters, but also that journey along the way is important.
Using SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads and even the impact individual salespeople are having during the process. We believe in SegMetrics and are very grateful to Keith and his team for making such a great platform for us to use.
Watch the interview“Here at AdOutreach, we use SegMetrics internally on our marketing team, and so we can absolutely vouch from a firsthand experience for the quality of their products and how Keith is really and truly an expert in the field of advertising and marketing.”
We had issues getting an accurate report of where our leads and conversions were coming from and where our dollars were best spent. We were concerned about the cost of Segmetrics, as it’s a more expensive solution than we’ve used in the past. However, we gave it a go because it is a robust solution that integrates with our tools and platform, and it looks like it will scale well with us as we grow.
We are a new business and just starting to get a flow of traffic and leads to our site, so we don’t have much data yet, but the assistance from the team of Brian and Scott was exceptional.
With SegMetrics, we now get a clearer view of our funnel and are empowered to make data-informed decisions for our business. I would recommend SegMetrics because of the personal onboarding assistance and the level of technical expertise the team has paired with the platform’s robustness.
“Signed up a few weeks ago. Data is rolling in and it’s a game changer. Probably going to save $10k/month instantly.”
How a Premier Real Estate Education Company Makes Quicker Marketing Shifts With More Accurate Data
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“With SegMetrics we were able to reduce our cost per acquisition by over 90%”
I needed to get accurate attribution for my Facebook ads, so I decided to try SegMetrics. I was ready to quit because I was only using Facebook tracking, and their numbers were not matching up to reality.
I decided to go with SegMetrics because Hyros and Wicked Reports were SO expensive. Then I had a great call with Scott when I onboarded with Segmetrics. Then Ian from support blew me away with his willingness to help with whatever I needed. It was incredible.
I LOVE Segmetrics. The attribution is spot on. The way I can visually see what is working, and what isn’t is amazing. The funnels, the charts, the money tied directly to ads. My business is going to grow ten times faster with the tools and insights SegMetrics delivers. I wish I would have used them from day one, but now that I’m a client, I’m a client for life.
When my marketing director showed our syndication team a contact report for contacts with the tag “Investor - Equinox on Prince” and then drilled down into a specific contact’s Contact Activity view showing chronological actions from Active Campaign, the team was blown away.
We have an initiative called “Know Your Customer,” and SegMetrics’ Contact Activity view is going to save that team a ton of manual work in Active Campaign to get the data they want.
SegMetrics will allow us to focus our marketing efforts on the activities that bring us the most bang for the buck. Love your product!
“I recommend SegMetrics. I love that you can slice and dice everything and add it to a custom report. You can also segment by Tag as well as when that Tag was applied.”
Giving Segmetrics a try was better than doing nothing!
I started to use SegMetrics because I didn’t know where my leads and sales were coming from, so I couldn’t increase ad spend in the right places.
While I found that SegMetrics doesn’t meet all of my needs, I did discover that Facebook is underreporting my sales.
I’ve enjoyed not having to depend on Facebook’s faulty attribution reports. I’ve also enjoyed the ability to bring all of my digital advertising platforms together into one reporting platform.
I would recommend SegMetrics to other marketers, depending on their goals and which ad platforms they were advertising on.
Before I found SegMetrics, I couldn’t track which ads were responsible for sales and the data from the FB ads manager was completely unreliable. This made it very difficult to scale with certainty. I wasn’t sure if SegMetrics would be able to solve my problem with tracking the attribution correctly, but after hearing a role model talk about how he loves SegMetrics, I decided to give it a try.
Segmetrics can track the customer journey and create clarity around which marketing efforts lead to revenue.
I love the customer service and desire to help as problems arise - and when I had an issue come up, the team has always been more than willing to jump in and help.
I really like how SegMetrics pulls in the data from your other marketing tools so you can see how things are connected.
I would recommend SegMetrics to others because they have good customer service and because the software allows you to see a more customized breakdown of how your leads are moving through your offers.
I was struggling to track the journey from lead to customer for my website. I realized Google Analytics was not going to provide what I needed, so I began to look for other options and found SegMetrics. As it turns out, SegMetrics was exactly what I (didn’t know) I needed. It solved all of my analytics troubles and then some.
The setup was easy, pricing was affordable, and any questions I had were answered quickly by Keith, the founder, which is not too common in today’s markets.
I can now accurately track the ROI of my paid lead generation. SegMetrics provides an easy way to understand your customer journey and portray it to your bosses/clients. No coding is needed. I also like the fact that you can connect your email/CRM platform so your data is automatically merged every day.
I definitely recommend Segmetrics to others. It is the simplest and most effective way I know to track the ROI of your marketing funnels.
We needed a way to track which leads were producing income. We were concerned that we might not get the tracking set up right and actually see what’s happening without it being completely overly complicated.
I like being able to see what tags/leads are resulting in income, and the lifetime value of clients who enter through different funnels and it’s great to see all of our revenue and leads in one place.
“What a great way to spend my holiday break! 🤓 SegMetrics’ book has a ton of actionable tips to improve, automate, use data, and optimize your marketing funnel. (Pg 35 has a killer campaign template!) Perfect timing as I set new goals to make me a better marketer!”
This was great information and a phenomenal experience!
I was struggling with paid ad tracking and attribution. After speaking with both Hyros and SegMetrics, I felt like SegMetrics offered the more complete solution. The 14-day free trial was also great.
Now, thanks to SegMetrics, I’ve got accurate tracking across all my paid campaigns and I can media buy way more effectively.
The help and service I received from SegMetrics has been exceptional. 10/10.
Understanding your customer journey is hard to see. SegMetrics is like putting on night vision goggles for your marketing data. All of a sudden you can see the full picture of a customer journey. We use it to understand where people start in their journey with us and what content they consume before becoming a customer. It’s powerful!
Ian is amazing! After one 1hr call with Ian, he showed me some awesome tricks to use the system and is helping us fix everything! Ian is an absolute pleasure to work with, and definitely a gem of a human pro to have on your team! Thank you again for being awesome, all the stellar support, and I’m stoked to get SegMetrics firing on all cylinders to help optimize and scale up!
“Tracking on ad platforms is toast. Now you need a 3rd party solution, like SegMetrics. That’s the only way to get attribution you can trust. Especially if you’re marketing a high-ticket offer w/ a longer sales cycle.”
“Reality is a LOT messier than these seductively simple funnel diagrams! These days, we are spoiled for choice with some very cool tools doing attribution modeling. The ones I get asked about most often are Hyros, WickedReports, and SegMetrics.”
SegMetrics is good.
““Start measuring your performance in a third-party tool (not the ad platform, like Google)... SegMetrics has a solid reputation.””
“I don’t care what people use, but think everyone should use something more than basic GA data.”
““One thing SegMetrics has which caught my attention right away is that it tells you the average time it takes for someone to buy, and it tracks their every move beforehand.””
Attribution could be, easily, the most challenging (tedious) part of my job, but SegMetrics is making it more manageable.
The way you have helped us to keep figure which campaigns are having an impact on our revenue is something we were missing with the other tools we were using. As a marketing person, I’m thankful.
I was using Google Analytics for years and just found the reporting to be subpar. Just because something is free doesn’t make it worth the while. SegMetrics helped to associate visitors with customers, and the insights gathered made knowing where and who to target with advertising that much easier.
Before I found SegMetrics, I was having a problem getting accurate reporting and data to drive business decisions. I heard from ad managers I worked with that Segmetrics was a good tool, so I decided to give it a try. SegMetrics is the tracking and analytics software we didn’t know we needed. It has helped us make data-driven decisions and took the guesswork out of where our opportunities for growth are. SegMetrics provides so much data (more than we thought) and it turned out it was data that we needed to make even better decisions for our consulting firm. Our favorite SegMetrics features are that we can track and see data batched by products or pages, and we can see the data from all steps in our marketing funnels. Anyone that wants to track their ad spend and analyze their business data properly should be using SegMetrics. It’s truly one of a kind!
For the longest time, I only had a vague idea of what was working on my site and what wasn’t. Using SegMetrics, I managed to set up a system that shows me where, when and why leads are turning into customers. Having that data available in a few clicks is incredibly useful and has allowed me to make much better decisions about what needs to get done to make an impact.
“I have always been a very analytical person. And I like to use data to drive business decisions. But as a small online business, I couldn’t afford the tools or staff needed to give me the data I wanted and needed to help increase our sales. That was until I found SegMetrics.”
SegMetrics has greatly helped us identify the Ads/Channels that we should focus our ad $$ on. We have a long sales cycle so it has really helped us see what is going on in the customer journey from start to finish. Great tool for us!
“SegMetrics gives you the robust attribution data you need to determine ROI and achieve your growth goals. Our marketing strategy would be flying in the dark without it!”
No one understands marketing and analytics like Keith and the SegMetrics team; it makes total sense that they created SegMetrics.
We had answers to lifetime value questions within seconds that we’ve wanted to know from Infusionsoft for YEARS. And now we finally can.
In our CRM, reports that should be available with a few clicks just aren’t there.
SegMetrics changed that for us. Now we can see exactly which leads are most profitable and where our biggest opportunities lie. SegMetrics is like your marketing crystal ball.
“SegMetrics has been a lifesaver for longer-length funnels like lead gen -- so glad I chose SegMetrics over all their competitors.”
This is one of the most killer products that needs to be in every Marketer’s toolbox!
This update is a big step in the right direction of making it feel more accessible! Well done.
“We added SegMetrics yesterday to see if it could find answers to questions a client’s had for over a year and that couldn’t be put off any longer. It could, and did so within about 30 seconds.”
Thanks to SegMetrics, I can give my clients real-time understanding of their audience, and the major metrics that drive their growth. What used to take hours of merging spreadsheets is instantly available in my SegMetrics reports.
We LOVE SegMetrics, Revolutionary for our reporting on tag based goals.
You have a really great tool here…
One thing that I really love is that you rely on UTMs, an industry standard. Also love that your Facebook Ads tracking isn’t crazy.
Nice, simple, and elegant. Love it! :)
“I LOOOOOOOVE IT. This is awesome!”
You are phenomenal! C Level execs were blown away by the clarity of the different reports, the types of data we can track, and the detailed contact view. Our core “Know Your Customer” team is going to be focused on using Segmetrics now instead of spreadsheets. It’s going to save them a ton of time and it will allow us to focus our marketing efforts on the activities that bring us the most bang for the buck. I love your product!
“SegMetrics helps us make better decisions, saving us money. Turning off our worst performing campaigns and helping us deploy more capital to our best ROI campaigns.”
“SegMetrics is able to take the complex nature of an online marketing funnel and break it down into simple, digestible, & actionable components .”
“Segmetrics is the best tool for tracking every dollar in your business. You’re flying blind without it. It gives me complete visibility into everything going on in my business.”
“SegMetrics is the best tool to track your ads performance”
“Set up another client on SegMetrics today. Love, love, love being able to break down subscriber values by all the zero-party survey data we're tracking! It's simple to create reports once you have survey data attached to subscribers.”
“Using Segmetrics with some of our clients has been eye opening (for us and them). So nice to have the real data to work from.”
“We integrate with SegMetrics now for those who want more advanced data. Team there is boss.”
“My favorite tool for marketing analytics/BI is SegMetrics, hands down. The software is built with the infoproduct industry in mind. And the founder, Keith Perhac, knows his stuff.”
“Our team in Seven Mile uses SegMetrics extensively with our clients. We’ve got about 40 or 50 clients at any given time. We know SegMetrics well, and we know that every agency is trying to accomplish the same thing, which is make more sales.”
“Check out SegMetrics.”
“Thank you again for being awesome and all the stellar support. I’m stoked to get SegMetrics firing on all cylinders to help us optimize and scale up!”
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