HubSpot Ideas

KarthikC

Sales Email Reporting

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.

53 Replies
froettgen
HubSpot Employee

+1

 

Would be great if we could use this information as a trigger /  filter for active lists and workflows.

 

Anonymous
Not applicable

Yes, we also need it...

 

Especially as a filter for automated workflow or dynamic lists.

JGeissler
Member

Would love this to implemented!

DAntonelli
Participant

Please, Product Team, implement this asap.

Thanks

CatherinWright
Participant

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.

ZRobina
Participant

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.

thesamuelcheong
Participant | Platinum Partner

@KarthikC there seems to be a new primary data source for sales emails. They've got basic analytics for sales  email opens and clicks.

Screenshot 2023-04-11 at 2.41.10 pm.png

CWhittock
Member

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.

hroberts
HubSpot Product Team

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 🙂 

hroberts
HubSpot Product Team
 
CWhittock
Member
Hi,

I'd be interested in being an early adopted
PToporcea3
Member

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.

ZRoberts4
Participant

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.