Overview:
Depending on your data source, the model is called "Tasks" for Salesforce and "Engagements" for HubSpot. The "Tasks/Engagements" model monitors, assesses, and enhances the productivity and effectiveness of individual sales and customer success reps within an organization. By analyzing various activity metrics and performance indicators, this comprehensive model enables sales leaders and managers to identify areas of strength and opportunities for improvement in efficiency, ultimately driving better sales results and contributing to the overall success of the sales team. It empowers users with clear visibility into individual rep performance, helps prioritize areas for development, and enhances overall team effectiveness.
Highlights:
Advanced filter and segmentation: Filter the data conveniently to see specific information for a particular activity, sales rep, team, regions, etc.
Widgets Examples:
Meetings per sales rep: This widget tracks the number of meetings each sales representative holds, providing insights into their activity levels and engagement with potential customers.
Average number of engagements per Won Deal : widget measures the average number of interactions or touch points required to close a deal successfully.
Opportunities at risk: This widget identifies deals that have had no engagements in the last 21 days, highlighting potential at-risk opportunities that may require immediate attention.
Benefits & Use Cases:
Engagement Analysis
Monitor the frequency of engagements to ensure consistent follow-ups with leads and customers, identifying periods of low activity that may need attention.
Task Completion Tracking
Track the completion rate of assigned tasks to evaluate the efficiency and productivity of sales and customer success reps, ensuring critical tasks are addressed promptly.
Engagement Impact Analysis
Analyze the impact of different types of engagements (calls, emails, meetings) on deal progress and outcomes to optimize engagement strategies.
At-Risk Opportunity Identification
Spot opportunities at risk due to lack of recent engagements, enabling timely interventions to re-engage and move deals forward.
Performance Benchmarking
Benchmark individual and team performance by comparing engagement metrics across reps, helping to set realistic goals and identify best practices.
Summary:
The "Tasks/Engagements" model, called "Tasks" for Salesforce and "Engagements" for HubSpot, monitors and enhances the productivity of sales and customer success reps by analyzing activity metrics. It provides actionable insights to improve efficiency, identify at-risk opportunities, and optimize engagement strategies, ultimately driving better sales results and overall team effectiveness.
Integrations
HubSpot, Salesforce, Outreach
Examples of questions that can be answered with this model:
How many tasks were completed this week?
How many tasks were completed per contact/account/opportunity?
Who performed the most tasks this week/month?
Is there a correlation between the amount of completed tasks and conversion rates?
Amount of tasks per segment (i.e. industry, region, company size)?
What is the average time taken to complete tasks?
Which types of tasks (calls, emails, meetings) are most frequently completed?
How do engagement levels vary across different customer segments?
What is the average number of engagements per successful deal?
Which sales reps have the highest task completion rates?
How do engagement frequencies correlate with deal size?
What is the impact of task completion on customer satisfaction?
How often are follow-up tasks created after initial engagements?
What are the peak times for task completions?
Which tasks have the highest impact on moving deals through the pipeline?
Are there specific regions or industries with higher engagement levels?
What percentage of tasks are overdue?
How many tasks are completed by each team?
What is the distribution of task types across the sales team?
Which tasks are most effective in closing deals?
How do engagement patterns change over the sales cycle?
What is the average engagement rate per sales rep?
Are there any seasonal trends in task completion?
What is the success rate of tasks leading to follow-up meetings or calls?
Which tasks are most frequently associated with lost deals?
Model preview
This model includes the following joins:
Deals.
Contacts.
User.
Accounts.