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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Oct 5, 202210:53 AM - edited Oct 5, 202210:54 AM
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# of call attempts before connecting
SOLVE
So many people self promoting on this thread. ewww. Easy metric to get, don't pay anyone for this.
The most direct solution is the best. **Prerequisite-- you should definitely call through Hubspot and use 'Call Outcome' religiously. Then, ideally, I would aim to create a property 'Number of Calls Before Connected' and then build a workflow that counts calls up until a call is logged that equals connected.
Then all you have to do is avg that property anytime you need that data. the workflow isn't complicated, just make sure you unenroll contacts when they are connected. If it helps you can create an additional property for 'Connected Succesfully via Phone' True/False and update that whenever someone gets connected.
Shouldn't be over complicated. Get the count. Then the avg follows.
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!
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.
✔️ Was I able to help answer your question? Help the community by marking it as a solution.
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 .