Productivity Metrics

Some of the most used productivity metrics are: Calls, Emails, Meetings, and Deals

Calls: The CRM not only tracks the number of calls made by the employee but also identifies whether the calls are inbound or outbound, call duration, follow-up calls, calls that have reached voicemails, number of voicemail reached calls left to follow-up, etc. Programs can be created on Compass on the basis of these data.

Emails: Apart from the number of emails sent or received, the type of email whether it is email newsletters, personalized emails, lead nurturing emails, sponsorship emails, transaction emails, brand storytelling emails is also tracked.

Contacts: Any person who interacts with your business can be saved as a contact in HubSpot. Examples of contacts include visitors that convert on a form, visitors who contact your chat team, or potential customers that your team met during an event.

Deals: Use deals in HubSpot to track potential revenue through your sales process. You can associate deals with other records, such as contacts and companies involved in the deal. Once records are associated with a deal, HubSpot can associate the relevant activities to the deal record.