# of call attempts before connecting

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New Contributor

Has anyone found a way to report on the number of calls attempted before the first call is connected?

There is data out there that the average number of call attempts before connect is ___ but I'd like to see what that data is for my team.

Thanks in advance!

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@MikeIvory 

 

I would look at a report that has the count of your activities and call outcomes.  Basically everything that is not a "Connected" outcome would be the attempts. Also, you could cross-reference the total number of calls to the number of "Lead Statuses" beyond "New" or "Open."  The missing criterion is a snapshot of when it all occurred.  For example, once you've connected you want the call counting to stop. Otherwise, the data becomes skewed. You may be able to overcome this with a property change date filter of some sort.

 

Personally, I would look at the total number of calls each rep is making and the number of meetings or deals they are creating, depending on your business.  You may also want to look at how they are setting or contacting people - Email vs Calls.  Some industries fair better with emails along with calls. Or even text messages.

 

Hopefully, this helps in some way.  

 

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Community Manager

Hi @MikeIvory,

 

Currently there is no report that will provide this information on a contact by contact basis. 

 

@Aadyasha@JasonTisdall@warrendavey @picwillsmith do you have any suggestions for @MikeIvory in terms of a workaround for gathering this information? 

 

Any input, suggestions or thoughts would be greatly appreciated!

 

Thank you,
Jenny


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@MikeIvory 

 

I would look at a report that has the count of your activities and call outcomes.  Basically everything that is not a "Connected" outcome would be the attempts. Also, you could cross-reference the total number of calls to the number of "Lead Statuses" beyond "New" or "Open."  The missing criterion is a snapshot of when it all occurred.  For example, once you've connected you want the call counting to stop. Otherwise, the data becomes skewed. You may be able to overcome this with a property change date filter of some sort.

 

Personally, I would look at the total number of calls each rep is making and the number of meetings or deals they are creating, depending on your business.  You may also want to look at how they are setting or contacting people - Email vs Calls.  Some industries fair better with emails along with calls. Or even text messages.

 

Hopefully, this helps in some way.  

 

Occasional Contributor

I've not tried this, but I agree with Warren's approach.

You can access the count of number of times contacted.

You then need a subsequent action at the point at which you deem 'success' has been achieved i.e. write the count value into a different custom field via a worflow .

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New Contributor

Thanks @warrendavey.  I was able to pull together a report that I'm fairly confident in based on your workaround.

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Top Contributor

@MikeIvory , great!  Please mark this as solved so others can use it as well in the future.  

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Regular Contributor

@MikeIvory 

 

Looks like you were able to find suitable workaround for your reporting needs.

 

If you do decide down the road you need more indept analysis where you could look at calls vs connects for specific contacts and calculate the conversion rates based on different slices you should check our my company Rekener. We are a hubspot tech partner and can definitely provide this level of reporting!

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