Report on sales outcome

[KRoos]

Hi All,

maybe someone has the solution for us...

We want to log what has been discussed during the call and build a report around it.

I know there is a property in the call log, called 'call outcome'. But we can't use that property, because we can't add specific sales team call outcomes to the general 'call outcome' property.

And it's not possible to add another property to the 'log call screen'. 

Does anyone has a solution for us, so we can log what the call was about and use it in our reports? 

If possible also with notes attached, so the manager can see what has been discussed with the customer.

Thanks in advance!

Kind regards,

Kelly

[Lucila-Andimol · Accepted solution]

Hey @KRoos 

with use playbooks with our Enterprise customers that allows you to save information directly into properties.

have you tried using a Playbook during the call?

This way you can save the call outcome in a special property and still have it linked into the call.

Here is more info about playbooks and how to use them

hope this helps

[Adriane]

Hi @KRoos,

I'd recommend the playbook tool, too, as described by @Lucila-Andimol. This seems to be the best solution. However, you may also create a process with custom properties and workflows, i.e. you create a new property for the call outcomes specific to your sales team and instruct the members to update these properties after logging a call (e.g. with the help of a workflow to ensure they fill out these properties post-call). Your team may then use notes for detailed descriptions, which you can report on with the help of the custom report builder, see here. 

Let me know if you have questions.

Best regards

Adriane

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

[KRoos]

Hi @Adriane thank you for your response and giving me another option. However this sales team doesn't call from Hubspot, so I can't create a workflow after logging the call. Or is it possible to use the log call screen as the trigger in a workflow?

Kind regards,

Kelly

[Adriane]

Hey Kelly,

it's possible, try this event trigger + contact filter + re-enrollment turned on:

trigger logged calls in HubSpot workflows

I tested it several times and it worked very fine. You may need to give it some time, though. In my case the workflow needed a few minutes to come into action. You may also want to work with labels to prevent to trigger the workflow when additional activity types will be added in the future.

Let me know if you have still questions.

Best regards

Adriane

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

[Lucila-Andimol · Accepted solution]

Hey @KRoos 

with use playbooks with our Enterprise customers that allows you to save information directly into properties.

have you tried using a Playbook during the call?

This way you can save the call outcome in a special property and still have it linked into the call.

Here is more info about playbooks and how to use them

hope this helps

[KRoos]

Hi @Lucila-Andimol,

thanks for your response!

I've looked into that, but If I log what's discussed during the call, in the playbook, I can't see how I can report on that. 

Or have I missed something?

Thanks!

Kelly

[Lucila-Andimol · Accepted solution]

You can use the Playbooks analyze area for a more general performance view

and when have Enterprise and you store the playbook's answers in a property

then you can report over that properties (as you 'd normally do)

you can have a custom report with the meeting and the outcome/properties values for your meeting outcome.

Take a look at this paragraph 

[KRoos]

Thank you! That works!

However I've discussed this option with the sales manager, but he doesn't want the sales team to fill in the playbook every time they had a call. So I won't be using it. 

But thanks anyway. 

[franksteiner79]

Hi @KRoos 

I would recommend using the call/meeting type options for that. You define a series of types, e.g. discovery call, demo call, consulting call, etc.

You can then build a report using showing those types, normally combined with the outcome "connected" as that means the call has taken place.

Building a report with notes is possible but I reckon is going to look messy. Don't forget almost all reports in HubSpot are interactive l, meaning they can be filtered and drilled down into. As long as you include the call notes in the data these can then be shown when someone clicks into all "discovery calls" in the last 30 days for example.

Frank

[KRoos]

Hi @franksteiner79 ,

we've used the call/meeting type already to store what kind of meeting took place.

I'm aware that a report with notes will get messy. But if we leave instructions to use one word only, than we could use it in an report (I hope).

Thanks, I will look further for the solution, if there is one...

Kelly