Onsite meeting reporting per customer

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OliverMUK
Member

Hi all

 

We're looking at Hubspot, not sure which package yet but perhaps you can help. 

 

One thing that I need to know is whether it's possible to report on two metrics, both related. We need to report on how often each Client organisation (not contact) has had an onsite meeting. So each customer should be met with once a month or so, some more often, some less often. 

 

Conversely we expect one of our teams, the account managers, to be out meeting clients and addressing their needs, mainly in person. So we need to report per-user on the number of onsite meetings. 

 

Clearly this is separate to online-meetings, or phone calls etc. 

 

Is it possible in hubspot to do that? It would need to be able to differentiate between types of activity (calls, online sessions, onsite sessions etc) and then report on it. If it can help, which version should I look at?

 

Olly

 

 

1 Accepted solution

Accepted Solutions
MatthewShepherd
Solution
HubSpot Employee

Hi @OliverMUK 

 

You can log and report on meeting activities against both contact and company records in Hubspot. To differentiate between onsite meetings and Hubspot's default meeting types you can create custom 'call and meeting types' e.g. create a meeting type called onsite: https://knowledge.hubspot.com/contacts/how-do-i-create-and-use-call-and-meeting-types


You would then use a reporting widget in a reporting dashboard to show the number of meeting activities logged by your users on company records, and another for contacts records. It would look something like this.

 

 

hs-onsite-meeting.png

 

hs-meeting-custom-report-filters.png

 

hs-meeting-custom-report.png


Which Hubspot subscription you need depends on a number of things but from this reporting point of view you will probably need Hubspot Marketing Pro (though you could also achieve this with Marketing Hub Starter and the Reporting Add-on) which includes 2 dashboards, including 10 reports per dashboard (custom or out-of-the-box reports) - you need to be able to customise a report to achieve the above.

 

The Hubspot pricing page contains further details on features included at each subscription tier and a calculator to help understand the best subscription level based on the number of contacts you will add to the CRM. If you need further help with this though, feel free to drop me a message.


Matthew Shepherd

Senior Inbound Consultant

Professional Services | HubSpot

He/Him

linkedin.com/in/matthewshepherd/
https://www.hubspot.com/services/professional

View solution in original post

3 Replies 3
MatthewShepherd
Solution
HubSpot Employee

Hi @OliverMUK 

 

You can log and report on meeting activities against both contact and company records in Hubspot. To differentiate between onsite meetings and Hubspot's default meeting types you can create custom 'call and meeting types' e.g. create a meeting type called onsite: https://knowledge.hubspot.com/contacts/how-do-i-create-and-use-call-and-meeting-types


You would then use a reporting widget in a reporting dashboard to show the number of meeting activities logged by your users on company records, and another for contacts records. It would look something like this.

 

 

hs-onsite-meeting.png

 

hs-meeting-custom-report-filters.png

 

hs-meeting-custom-report.png


Which Hubspot subscription you need depends on a number of things but from this reporting point of view you will probably need Hubspot Marketing Pro (though you could also achieve this with Marketing Hub Starter and the Reporting Add-on) which includes 2 dashboards, including 10 reports per dashboard (custom or out-of-the-box reports) - you need to be able to customise a report to achieve the above.

 

The Hubspot pricing page contains further details on features included at each subscription tier and a calculator to help understand the best subscription level based on the number of contacts you will add to the CRM. If you need further help with this though, feel free to drop me a message.


Matthew Shepherd

Senior Inbound Consultant

Professional Services | HubSpot

He/Him

linkedin.com/in/matthewshepherd/
https://www.hubspot.com/services/professional

View solution in original post

OliverMUK
Member
Thanks.

We'll probably look at sales pro I think.

MatthewShepherd
HubSpot Employee

No problem. Glad that answered your question.


Matthew Shepherd

Senior Inbound Consultant

Professional Services | HubSpot

He/Him

linkedin.com/in/matthewshepherd/
https://www.hubspot.com/services/professional
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