Tie Sequences to closed sales

SOLVE
DennisHart
Contributor

I've been using sequences and I'm getting great open rates, etc., but I can't figure out a way to track influenced on closing deals. Seems strange that a platform with so much focus on attribution and funnel marketing is missing this important feature. 

 

I believe I understand one of the challenges- Sequences are tied to the CONTACT. But that should be ok because contacts are often associated with 1 or multiple deals. 

 

"Which works better? Sequences or scheduling an executing multiple follow up tasks?" Right now, I have no idea. 

 

"How many of my contacts who I have enrolled in sequences bought something?"

Right now, I have no idea.

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1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

Identifying previously sequenced customers versus customers NEVER sequenced might be a little tricky in a report. However, here are the raw list criteria to get you the data you're looking for.

- see image

Customers Previously In A SequenceCustomers Previously In A Sequence

 


- see image

Customers NEVER In A SequenceCustomers NEVER In A Sequence

 


Not certain any customer conversion causal relationship can be drawn between sequences and tasks -- too ambiguous.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

2 Replies 2
MFrankJohnson
Solution
Thought Leader

Identifying previously sequenced customers versus customers NEVER sequenced might be a little tricky in a report. However, here are the raw list criteria to get you the data you're looking for.

- see image

Customers Previously In A SequenceCustomers Previously In A Sequence

 


- see image

Customers NEVER In A SequenceCustomers NEVER In A Sequence

 


Not certain any customer conversion causal relationship can be drawn between sequences and tasks -- too ambiguous.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

DennisHart
Contributor

That was VERY helpful. It's not quite a complete solution, but it helped to give me a better understanding of the influence and usefullness of sequences.  

 

FYI- 10% of those who have been enrolled in a sequence became our customer!  Previously, these would have been DEAD deals.  That's great!  I wish I could show more.