Jun 1, 2020 4:34 PM
I'd like to set up a report that shows the amount of new people contacted each week by each SDR.
Keep in mind that if a contact/account already existed in the CRM and was contacted by SDR1 (previous owner), but SDR2 reaches out to that account/contact for the first time (and becomes the new company owner), I want that to be included in the SDR2's numbers, in addition to the new imports that SDR2 creates that week.
Is there a way to set this up?
Jun 2, 2020 4:05 AM
We at our company track this by using a tool that integrates easily with Hubspot and a couple of other marketing tools. Its called Sprinkle Data. It has been very helpful to us in order to track and monitor the performance of the SDRs as well as our marketing campaigns.
Feb 10, 2021 8:20 AM
I have a similar need, I would like to show a report displaying the number of MQL and SQL created week after week. Not a report that I can filter on "last week", but the evolution per week over the last 52 weeks for instance.