Tracking Sales reach outs before calling a deal dead
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I am looking for an easy way to track sales reach outs in the sales process before calling a deal "dead". Is there a way to pull this data in an easily trackable form?
Ex-
1) You filled out a form to connect with us- automatically creating a deal in our dash
2) Sales reaches out to you with no contact on first, second, third, and so on times.
3) Sales called deal dead and places in "Struck out"/closed-lost.
I want to be able to see that we are making the appropriate amount of touches for first interactions and in between if possible (say going from qualified to proposal shared).
Make sense? Any suggestions?
Thanks for any help in advance!
-David
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David Roberge
have you looked at using the "Number of sales activities" property? ("the total number of sales activities (notes, calls, emails, meetings, tasks, or chats) logged for the contact") - that sounds like what you're looking for, but let me know if it's more nuanced than that!
3
Carina Duffy
!
2
1
Carina Duffy
's comment regarding the sales activities and defining those activities really clearly to create a deal vs just track someone's progress.
1
Carina Duffy
as Number of Sales Activities seems to make the most sense. However, not all activity is created equal. You may want to weight them.
2
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