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.  

HubSpot updates
34 Replies
Quantilope_Mat
New Contributor

Having the same issue here.

Logging meetings without logging a quantifiable outcome is only showing half the picture.

 

The number of meeting alone does not mean anything if it is not clear from the data if the meeting took place and if it added value.

shoeglue
New Contributor

We are having a VERY tough time relying on the meetings app/CRM log because we aren't able to indicate a meeting outcome (lead cancelled, sales person cancelled, lead ended up unqualified, progressed to deal stage, etc.)

 

Having meeting outcomes (and the ability to put reports on them) would be a MONUMENTAL help in our monthly reporting

christa
Regular Contributor

This is a big miss Hubspot. Please add the ability to have a meeting outcome. Simple 'Show' or 'No Show' would be better than the current situation of not having anything. Just like the call outcome and the ability to use that data in Dashboard reports, meetings should also be able to have similar details in simple reporting. We have duplicated meeting type names and to have a NoShow option for each type. This is a clunky workaround for a feature that should be standard in any CRM/sales reporting.

Blades66
New Contributor

This may be a convoluted response but I believe we have solved the meeting outcome issue.  A few things to note ahead of time:

 

1) Our company interacts with people contacts.  Once the initial demo has been set, the deal is created off of the associated company.  We've created a two workflows to ensure this process works properly:

   a) Once there is an associated company, the company name is copied to the contact.

   b) If a contact has a demo set date but no company name; an email is sent to the contact owner to fix.

   b) The associated (company) deal can only be created when BOTH a demo set date and company name exist. 

 

2) Our reps enter the initial demo date onto the contact...this information is then copied to the company...which is then copied to the associated deal through the creation/conversion process.  The initial stage for the deal is "SET"

 

3) The challenge with the initial demo set date is how to account for no shows and/or reschedules.  So we created another field called 'Unified Demo Date'.  this is the field that we will use for reporting purposes to see both past no shows and future demo's.  To start, we copy the initial demo set date into this field.

 

4) RESCHEDULES:  We have another field for reschedules.  When this field is not blank, there are two triggers that occur:

   a) Update the deal stage to "RESCHEDULED" 

   b) And overwite the 'Unified Demo Set" field with the rescheule date.  When combining these two triggers into a report you can now see which SET/RESCHEDULED demo's were either no-shows or are upcoming...and, if need be, by rep too.

 

5) MULTI-RESCHEDULES.  We handle rescheduled demo's that were once again rescheduled by creating one more trigger.  If the Unified Demo Date is BEFORE the rescheduled date...that means something has been rescheduled more than once.  The trigger will continue to over-write the Unified Date on that deal so the newly rescheduled date is always reported on.

 

6) "HELD" demo's.  Once a demo is held, there are 3 main outcomes: Closed Lost, Follow-Up or, in our situation, Paperwork sent to Merchant.  We created a HELD field and a workflow trigger that marks the date of occurrence for any three of the noted options.

 

7) No Shows...at some point, the deal owner needs to be realistic and stop trying to contact a lead to reschedule their demo.  They are clearly not interested.  We created a few different Closed Lost stages to ensure valid metrics:

     a) Closed Lost: NO SHOW

     b) Closed Lost: DUPLICATE (this keeps cleaner metrics to ensure things are not double counted)

     c) Closed Lost: PICKLIST.   

     d) Closed Lost: OTHER...this sends an email to Operations to validate the 'other' and either update to a picklist option, or add a new picklist option.

 

8) With all of the above we are able to do the following:

     a) See our oustanding demo schedule in one report

     b) See the status of held demo's by their held date (which reps can be held accountable to)

     c) Clarifies our Closed Lost metrics (seperating no shows to allow a clean Held:Closed Lost ratio)

     d) Understand deal lag metrics (using an export to calculate Held Date - Initial Set Date)

     e) Understand rescheduling on Closed won metrics (how % of C/W deals have or do not have reschedules)

     f) and I'm sure many more items once our reps start using the system more.