Meeting Outcome

In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome.  This information would be extremely helpful to the Sales Team and management.  A standard report to complie this information per HubSpot owner would also be very useful.  Because this information is not available in HubSpot we are forced to utilize another system to track this information.  

49 Replies
HubSpot Product Team
HubSpot Product Team
updated to: Not Currently Planned
 
Regular Contributor

Hello Hubspotters,

I know you changed the status to "not currently planned", but in my mind this is really a "must have" in a CRM. How much important data is lost on a Deal if customer meetings don't get logged???

Here's my suggestion as I know you are working on better Notifications. Once you have scheduled a meeting (by the way, this sould be internal to Hubspot, not Google Calendar) and that meeting time has passed a Note is automatically created that says "You had a meeting". Why not use that as a Notifications asking users if they want to Add a Note, Add a Task or Meeting and this needs to be integral functionality of the mobile apps because let's face it sales is an on the road game...

 

Thank you for re-considering this!

New Contributor

I am trying to figure out how to replicate Salesforce.com's concept of Events in Hubspot and report on them.  Each day/week I want to hold my sales reps accountable to making "X" number of calls, scheduling "Y" number of meetings, and completing "Z" number of these meetings.  Hubspot can kinda/sorta report on number of calls and their dispositions (e.g. No Answer, Completed, etc).  However, this doesn't exist for Meetings.  Meetings Scheduled and Completed is a leading indicator of whether the sales reps are speaking to enough contacts to get to goal, and the conversion metrics are important.  Please invest here.

New Contributor

It would be great if you could add a "Meeting Status" property (ie:cancelled/rescheduled/happened) so you can understand/report on whether meetings that have been scheduled actually went ahead, or if they were just booked but ended up being cancelled or needing to be rescheduled.

 

Currently there is no way to differentiate between meetings booked vs meetings happened, which is a must for any manager of a sales development team.

New Member

cclancy .... amust need in meeting outcomes.

Occasional Contributor

We'd like to track meeting attendance for our clients:

  • # of no-shows vs scheduled meetings
  • # of late-shows vs scheduled meetings
  • # of clients who performed the assigned tasks to prepare for meeting vs scheduled meetings
  • etc
New Contributor

This is a big pain point for me as well as a sales manager for a business development team.  Need the ability to track Meetings attended vs. meetings scheduled per rep.

 

My workaround is creating new "call and meeting types" to include "meeting attended" and " meeting no show" etc... This allows me to at least change the meeting type once it is completed.  

It's a wonky workaround and I have to do the reporting with a calculator but it's the only way ive found besides using an excel spreadsheet.  

 

Occasional Contributor

SimCard,

Where do you see the "call and meeting types" results in HubSpot to report on it Monthly?

New Contributor

This is a big issue for us as well. Meetings scheduled versus meetings completed is an important metrics for our sales team, and we're currently having to go in and count by hand to get the proportion. There should be an easy way to denote whether a meeting was completed and see this metric in the Dashboard. 

New Contributor

@cclancy we use the Sales Dashboard and customize an "engagement" report to include the meeting types.  

 

Occasional Contributor

@SimCard - Thank you very much!

 

New Contributor

@rlawless any explanation of why this shouldn't be a feature?  What is the recommended work around?  The team here needs to be able to track if the prospect attended, cancelled or rescheduled the meeting.  Seems like pretty importnat information to track in a CRM.  What is the 'Hubspot Way' to track this?

HubSpot Product Team
HubSpot Product Team
updated to: Idea Submitted
 
New Contributor

Please add outcomes to the scheduled meeting. We are a college and we run reports on Meetings, no shows, rescheduled, cancels, etc. an out come and the ability to add a note directly to the meeting box would be helpful.

Occasional Contributor

We really need this too. Booking a meeting is one thing but having the person show up is another thing entirely. Looking now at meetings per rep, maybe it says 100, but not all of the 100 showed up, some were cancelled, some no-shows. Right now we have no idea what that number really is. Giving a rep credit for 100 meetings when only 50 really went ahead makes no sense. An outcome selection is a necessity. It will also help us look at days of the week/time of the day where more meetings happen vs when more cancel. We can use that data to adjust staffing levels, etc. Please add this feature Hubspot!

Regular Contributor

Another advantage I see to having this function would be the ability to trigger workflows based on the status of the meeting. For example:

 

Status: Scheduled + Date: Tomorrow —> Send Reminder Email

Status: Completed —> Task:  Mail Thank You card

Status: Completed + Meeting Start Time: Relative date (ex, Last Quarter) —> Add to List for Sales Team Meeting Review Discussion

New Contributor

Makes perfect sense. I would have thought this would have been a no brainer. 

Occasional Contributor

Being able to track no-show rates critical for me too. Really need to understand the quality of the meeting bookings - if a rep has massive volume, but none of them ever show up, that's an issue. Also useful to see if there is any correlation between no-show and day/time.

New Contributor

Yep and its a pretty basic concept so we should be able to track it

Occasional Contributor

My Sales team needs to be able to Write notes and or select an outcome for a meeting once it has happened. I know that Making Call outcomes Customizable is in Planning. Why can't Hubspot also add the Meeting Outcomes a feature while they're at it?