topic Re: Tie Sequences to closed sales in Tips, Tricks & Best Practices

Tie Sequences to closed sales

DennisHart — Fri, 08 Nov 2019 15:09:23 GMT

I've been using sequences and I'm getting great open rates, etc., but I can't figure out a way to track influenced on closing deals. Seems strange that a platform with so much focus on attribution and funnel marketing is missing this important feature.

I believe I understand one of the challenges- Sequences are tied to the CONTACT. But that should be ok because contacts are often associated with 1 or multiple deals.

"Which works better? Sequences or scheduling an executing multiple follow up tasks?" Right now, I have no idea.

"How many of my contacts who I have enrolled in sequences bought something?"

Right now, I have no idea.

Re: Tie Sequences to closed sales

MFrankJohnson — Fri, 08 Nov 2019 19:10:26 GMT

Identifying previously sequenced customers versus customers NEVER sequenced might be a little tricky in a report. However, here are the raw list criteria to get you the data you're looking for.

- see image

Customers Previously In A Sequence

- see image

Customers NEVER In A Sequence

Not certain any customer conversion causal relationship can be drawn between sequences and tasks -- too ambiguous.

Re: Tie Sequences to closed sales

DennisHart — Sat, 09 Nov 2019 16:08:05 GMT

That was VERY helpful. It's not quite a complete solution, but it helped to give me a better understanding of the influence and usefullness of sequences.

FYI- 10% of those who have been enrolled in a sequence became our customer! Previously, these would have been DEAD deals. That's great! I wish I could show more.