We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available.
By comparison, marketing email metrics and reports are much better, but still more limited than they should be.
Big plus one to this ask. I was shocked to find out that something as basic as creating reports on the number emails opened, replied to, for bespoke outreach from sales reps does not already exist. The data is definitely tracked because the sales reps are using the HubSpot chrome extension when they send emails.
The functionality to report on this data is vital, and as has been mentioned before, it's already tracked and available in each contact's profile - I need to be able to report on how many 1:1 Sales Emails are sent vs opened vs clicks vs replies. This data is invaluable in this era of personalised selling.
This is vitally important. My team are very busy sending multiple email (though not always via a sequence) but I suspect that the reply rate is low as the quailitry fo the email copy mayt not be impactful enough. This report wouyld help me to identify which mteam members need the most support.
Hi all! We're working to get email rates into the Custom report builder. If you're interested in being an early tester, please send me a DM on here with your portal Id and I will follow up 🙂
It's astonishing that a CRM doesn't have this extremely basic metric - Sales Email Performance. Not only that, but it's such a tease when you already see all the logged email data at the contact level. So HubSpot essentially has the email opens/bounces/clicks/deliveries, etc. but for whatever reason they just cannot show them to you in a report. It's really crazy.
Love that this is being implemented! However, a big issue with the beta so far:
Email reply rates include any emails that your own sales people reply to. For example, when a rep replies to an initial email to follow-up, that event counts as an email reply. Hopefully this will get upvoted and brought to Dev attention.