Tips, Tricks & Best Practices

brittniefaulkne
Participant

Deal Engagement Score?

SOLVE

Hello everyone!

 

I am hoping for some ideas. My CEO has asked to have a way to show the engagement on an open Deal record (meaning any deal that is not closed). Engagement meaning we have responses (as in a reply email) or connections (such as a completed meeting or successful conversation via call - not a voice mail or hangup) with a contact associated with the deal in question.

 

The end goal is to ensure that we do not have 'false deals' clogging up our pipeline with no real interest from the client. Our typical deal cycle lasts about 180 days. 

 

Any and all ideas and suggestions welcome, and will provide as much additional context as I can should anyone need it.

 

Please note: it doesn't have to be a 'score' - it could be something as simple as a report showing deals to be discussed, or any other solution that would show lack of movement/progression on a deal.

 

Thank you so much!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal Engagement Score?

SOLVE

Hi @brittniefaulkne,

 

A score would be one option, and it could incorporate the following properties:

 

Positive if high / negative if low:

 

Number of sales activities: the total number of sales activities (notes, calls, emails, meetings, or tasks) logged for a deal.

 

Number of times contacted: the total number of calls, emails, and meetings that are logged for associated contact records and are associated with the deal.

 

Positive if recent / negative if not:

 

Last activity date: the last time a note, chat conversation, call, email, meeting, or task was logged for a deal.

 

Last contacted: the last time a chat conversation, call, sales email, or meeting was logged for this deal.

 

It sounds like you're well aware of how to create scoring properties. If not, you can find a step by step instruction here: https://knowledge.hubspot.com/crm-setup/set-up-score-properties-to-qualify-leads

 

Another option would be the steps that I outlined here: https://community.hubspot.com/t5/Dashboards-Reporting/Report-needed-Deals-stuck-in-pipeline-stage-lo...

 

Let me know if this is what you're looking for.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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Dan1
Contributeur de premier rang

Deal Engagement Score?

SOLVE

Hi @brittniefaulkne , 

 

Based on your willingness to think outside the box "Any and all ideas and suggestions welcome, and will provide as much additional context as I can should anyone need it." My answer is going to go in a slightly different direction, but I think it might help you based on what you mentioned in regards to your sales cycle and focus on deals. 

 

If you have a sales cycle of 180 days, my guess is you also have a large buying group (At least 6+ people need to make a decision on the purchase of your product). If I'm wrong then please ignore this 🙂 

 

If I'm right then its worth thinking about engagement across all the key decision makers who make up your deal.

 

In OrgChartHub we have something called heat maps, this will show you sales enagagment and marketing engagement across your key decision makers on an account. The video below, is a demo video and I have set it up so it jumps straight to the heat map section.  This functionality is all included in our free plan, so you can try it out. 

 

 

I hope this helps. 

 

All the best ,  

 

Dan Currin 

 

Co-Founder 

 

OrgChartHub 

GeoMapper 

 

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

Dan1_0-1637334055598.png

 

 

0 Upvotes
brittniefaulkne
Participant

Deal Engagement Score?

SOLVE

You are correct in your assumption 😊 Most of our deals have at least 3 deciding contacts (has been as many as 12 on one of our larger corporate deals) from various spots within the clients' organization, and typically our entry point is a spot below those that have the final say.

I'm going to check out your heat maps suggestion, perhaps it will give us what we are looking for! 

 

Thanks for the suggestion!

Dan1
Contributeur de premier rang

Deal Engagement Score?

SOLVE

@brittniefaulkne , if you have any questions at all then please don't hesitate to ask. 

 

Have a good weekend, 

 

Dan Currin 

 

Co-Founder 

 

OrgChartHub 

GeoMapper 

 

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

Dan1_0-1637337684747.png

 

 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal Engagement Score?

SOLVE

Hi @brittniefaulkne,

 

A score would be one option, and it could incorporate the following properties:

 

Positive if high / negative if low:

 

Number of sales activities: the total number of sales activities (notes, calls, emails, meetings, or tasks) logged for a deal.

 

Number of times contacted: the total number of calls, emails, and meetings that are logged for associated contact records and are associated with the deal.

 

Positive if recent / negative if not:

 

Last activity date: the last time a note, chat conversation, call, email, meeting, or task was logged for a deal.

 

Last contacted: the last time a chat conversation, call, sales email, or meeting was logged for this deal.

 

It sounds like you're well aware of how to create scoring properties. If not, you can find a step by step instruction here: https://knowledge.hubspot.com/crm-setup/set-up-score-properties-to-qualify-leads

 

Another option would be the steps that I outlined here: https://community.hubspot.com/t5/Dashboards-Reporting/Report-needed-Deals-stuck-in-pipeline-stage-lo...

 

Let me know if this is what you're looking for.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

brittniefaulkne
Participant

Deal Engagement Score?

SOLVE

This is not too far off from what I was thinking. Thanks for the additional resources! They were very helpful.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Deal Engagement Score?

SOLVE

Happy to help, @brittniefaulkne! Let me know if you have any follow-up questions.

 

If you want to make it easier for others to find this information, you can accept my earlier post as a solution. I'd appreciate it.

 

Have a great day!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes