A report to track "time to contact" that takes into account multiple lead sources/factors?

McBainKD — Fri, 24 Jan 2025 15:57:26 GMT

Hey all, sorry for the confusing subject line..

I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the default reports follow.

For example:

We have Playbooks our BDRs submit that "pass over" a lead to AMs by creating a new Deal in their pipeline.
We have forms that customers can fill out that book directly in with AMs, but also occasionally they don't and just submit the form.
We have AMs creating new Deals in their pipeline, but on existing Contact (or Company) profiles that don't align to "Contact owner assigned".
We have customers referring business to us that the AM then has to create a Deal, or occasionally a Company record for.

The issue seems to be that none of the reports capture a "holistic" view of this, because they only take into account "Contact owner assigned" to "first sales activity" date, but we also have workflows that might automatically create a Task, Note, or send an auto-email that then says it takes 1 minute for them to respond which doesn't produce accurate results.

I'm looking or wondering about a way to build something that can take into account any potential nuance and account for it when producing this across multiple communication and intake channels.

Re: A report to track "time to contact" that takes into account multiple lead sources/factors?

kennedyp — Fri, 24 Jan 2025 23:15:50 GMT

Hey @McBainKD! Thanks for sharing the detailed use case. The Community offers valuable insights from subject matter experts, but for a more comprehensive consultation, consider connecting with a HubSpot Partner in the Solutions Directory.

I want to invite some subject matter experts to see if they have any suggestions.

Hey @Jigar_Thakker, @Josh, @Lucila-Andimol do you have any thoughts on tracking 'time to contact' when the sources are dynamic?

Best,

Kennedy

topic Re: A report to track "time to contact" that takes into account multiple lead sources/factors? in Dashboards & Reporting

A report to track "time to contact" that takes into account multiple lead sources/factors?

Re: A report to track "time to contact" that takes into account multiple lead sources/factors?