Following up on meetings booked by sales dev teamSOLVE
We have a sales development (pre-sales/business development) team who book meetings for our account executives. Our sales development reps approach our prospects most often by email and share a link to one of the account executives' HubSpot meeting calendars.
Is there a way in HubSpot how we could follow how many meetings a sales development rep has booked for an account executive? Meetings can be booked directly through our website as well, so it would need to distinguished which meetings have been booked by the sales development reps.
Any help much appreciated!
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Tuesday - last edited Tuesday
There are different ways of approaching this.
One solution be an additional meeting link. The settings of this meeting link would be the exact same as the original link but you'd be able to reference each meeting link in reporting individually – one to be used on the website, the other only to be used by the sales dev reps. This would allow you to create contact-based custom reports, filtering out the contacts generated by the SDR meeting links vs the non-SDR meeting links. (Under Filters in a custom report, search for Form submissions and select the meeting link.) You could then see contacts generated exclusively by the SDRs or even build funnel reports.
Another option would be to leverage activity filters, although options are limited here. If meetings are named differently or have a slighly different meeting description, you'd be able to filter for SDR meetings in activity-based custom reports. These would be different types of reports, not focusing on counts of contacts but on counts of activities.
Hope this helps!
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