Tracking Sales reach outs before calling a deal dead

Posted September 28, 2021 in
HubSpot HubSpot

David Roberge

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Hi Hubspotters! I hope you are all so well. 

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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Carina Duffy
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!
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David Roberge
This could be the winner, winner. Thanks  Carina Duffy  !
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Scott Chambers
I wouldn't automatically create a deal for everyone that connects with you. Maybe if they fill out "request a quote", but someone filling out your "contact us" form or "ask a question" isn't close to ready to buy. They will negatively impact your closing rate in a way that doesn't really make sense.
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David Roberge
Correct, Scott. We pull deals from specific forms. 
Connor DeLaney
Good point, it should be a contact created, but not a full deal. I really like  Carina Duffy 's comment regarding the sales activities and defining those activities really clearly to create a deal vs just track someone's progress. 
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Scott Chambers
With that being said, I agree with  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.
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