Just wondering if you track productivity metrics for your Sales Reps based on logged activities.
If you do, how do you track activity metrics for reps who did not host the meeting/call but were attendees since HubSpot does not auto-associate internal attendees to the call/meeting record (even though they are a contact on HubSpot)?
At the moment, we get the reps to manually associate themselves with the calls/meetings they sit on but governing that is a big pain point.
That's correct, @SMohan3 but you may be able to count it another way.
For example, if your meeting has specific words in the title like "Discovery Meeting:" you can use these to assign a task to the SDR Like this.
(I often create an SDR Owner custom property with the HubSpot user Data type, which is essential for this to work.)
Then, if you want to know how many Discovery Meetings your SDR participated in, you just need to create a report that counts the number of Tasks Completed with "Discovery Call" in the title.
Unfortunately, there isn't an easy way to automate marking the task complete, but your SDR can do that manually while they are on the call with the client.
Alternately, you may not need the task assignment at all. It may be enough to count the number of Discovery Calls that were conducted with contacts owned by that SDR in a given period by filtering on Meeting Name contains "Discovery Call." The main drawback of that being that if no one has to mark a task complete or not complete, you won't have any check to verify that the SDR actually went, as opposed to just scheduling it.
- Trevor If my post solves your problem, please accept it as a solution.
What's most common among my clients with SDR teams is for the SDR to talk to the customer and send a HubSpot meeting link to them for the A/E's calendar. When executed that way, the meeting is attributed to the A/E's calendar.
As a workaround, you could have your SDR team use the A/E's meeting link in incognito mode to set the meeting with between the A/E and the Customer. In that scenario the meeting should be correctly attributed to the A/E.
- Trevor If my post solves your problem, please accept it as a solution.
Thanks, Trevor! I appreciate you taking the time to share some insights on workarounds your clients are using 🙂
In the workaround you suggested, the meeting will get attributed to the AE but it will not get attributed to the SDR, right?
The way our process works is
- SDR does an initial outreach call with the prospect (no other internal attendee is on the call)
- if the prospect is a decent fit, they progress to a Discovery call. The SDR books this call and loops in an AE. The SDR is also expected to be on this call with the AE & Prospect.
- Our other use case is the multiple Solution Engineering Demos that take place where the SE and the AE are both on the call/meeting with the prospect
We track different data points such as
- how many internal resources/touchpoints did it take to convert a prospect?
- rep productivity analysis
to be able to track this we'd want to be able to report on Activity created by and also attended by
That's correct, @SMohan3 but you may be able to count it another way.
For example, if your meeting has specific words in the title like "Discovery Meeting:" you can use these to assign a task to the SDR Like this.
(I often create an SDR Owner custom property with the HubSpot user Data type, which is essential for this to work.)
Then, if you want to know how many Discovery Meetings your SDR participated in, you just need to create a report that counts the number of Tasks Completed with "Discovery Call" in the title.
Unfortunately, there isn't an easy way to automate marking the task complete, but your SDR can do that manually while they are on the call with the client.
Alternately, you may not need the task assignment at all. It may be enough to count the number of Discovery Calls that were conducted with contacts owned by that SDR in a given period by filtering on Meeting Name contains "Discovery Call." The main drawback of that being that if no one has to mark a task complete or not complete, you won't have any check to verify that the SDR actually went, as opposed to just scheduling it.
- Trevor If my post solves your problem, please accept it as a solution.
It looks like @DianaGomez has this pretty well covered. Unfortunately, anything we might do with a workflow is hampered by the fact that we do not have custom profile properties available for users. This really limits our ability to build much of anything special for tracking. In addition to upvoting the idea Diana references, you might consider upvoting this one as well.
- Trevor If my post solves your problem, please accept it as a solution.
Unfortunately, this property (or a similar one) does not support the scenario where two separate users can claim ownership of the logged record.
As a possible workaround, we can recommend manually recording a duplicate meeting mirroring the original meeting details but assigned to a different owner. This way, both users can track their completed meetings concurrently.
One of our use cases is our BDRs book a meeting for the Account Executive.
In this case, the meeting invite is sent to the AE + the external attendees but HubSpot does not automatically add the AE as an attendee to the call or even associate the call to the AE which we'd want it to do, to be able to pull the right numbers for productivity & prospect touchpoints by a rep.
On looking at your linked ideas, this is similar to the one by PeteStorm, so I have gone ahead and given it an upvote. This is a much needed feature