Tracking Call Types and Count of Calls in HubSpot on Deals🤔 I’ve been working with some sales teams recently, and they've been handling a large number of "follow-up calls" for deals. I wanted to find a way to pull a report from HubSpot that shows me the count of calls per deal, and more specifically, what number of follow-up calls we're up to. 🔍 After trying different workflows, I found a few solutions that I think are pretty cool. Here's a quick rundown: 1. Customize call types: In HubSpot settings, add specific call types like discovery call, follow-up call 1, all the way through to follow-up call 9. 2. Mandatory call outcomes: Ensure every logged call has an outcome noted. Two reports I’ve set up: Report 1: Counts the types of calls made by each deal owner this month and how many follow-up calls they made. Report 2: Shows the deal owners and their monthly call counts, breaking them down by call type. This helps us see how many follow-up calls we need per deal and how many it takes to convert leads to closed deals. 🧐 Have you tried something similar or have a better approach? Please share your thoughts and feedback, I’d love to hear what you think! #HubSpot #SalesReporting #HubSpotReporting #HubSpotHelp #HubSpotTipsandTricks #salesfollowup #CRM #salestools
ManyMangoes 🥭
1mo
Great insights here! Customizing call types and mandatory call outcomes in HubSpot can truly streamline tracking and improve efficiency. As Aristotle said - We are what we repeatedly do. Consistent follow-up is key. 🚀✨ #SalesExcellence #ProductivityBoost
Linda D'Amico
2mo
Nicky Whichelow (PhD) thought of UNEP here.
Build the business and career you know is possible | Sales and Marketing Guide | Career Growth Coach
2moBeen working on this a bunch with our team and best ways to track it. Jessica Palmeri has been the mastermind behind reporting and tracking best practices for IMPACT 🤘🏻