🌟 Introduction
Savant's Meetings Preprocess template provides a simple way to aggregate meeting information from multiple sources, including SFDC, Salesloft, Hubspot, and Marketo.
💼 Business Impact
Outbound activity by SDRs is typically spread across multiple systems, including CRM, dialing systems, and Sales Engagement Tools.
This template provides Sales teams with a comprehensive approach to monitoring SDR activity and productivity across all these systems.
By gaining a more holistic perspective of SDR activity through this template, Sales teams can identify successful strategies employed by SDRs and address or rectify any problematic SDR behavior.
📥 Data In
To get started with Savant's Meeting Preprocess template, you'll need to select the sources you want to use for your meeting information. This includes SFDC Events, Leads, Contacts, and Users.
Source: SFDC, Salesloft, Hubspot, Marketo
Example: SFDC Events, Leads, Contact, and Users
📤 Data Out
With the Savant SDR Productivity Kit templates, you can gain insight into metrics such as the number of meetings per user/lead/contact.
📊 Metrics
Number of Meetings
Number of Meetings per User/Lead/Contact
📝 Template Setup
To set up the Meeting Preprocess template, follow these steps:
Step 1: Data Input
Select the sources you want to use for your meeting information, including SFDC Events, Leads, Contacts, and Users.
📥 Events Source
📥 Leads Source
📥 Contacts Source
📥 Users Source
Step 2: Configuration
⚙️ 1: Customize your data filter. Customize your filters to ensure you are only analyzing the data you need. For example, use the date filter to confirm the period of time for the Event/Meeting data.
Step 3: Destination
Finally, we recommend configuring your output to a Google Sheets file or a database. This will make it easier to analyze your data and gain insight into metrics such as the number of meetings per user/lead/contact.
🌠 Further Customizations
The output of this template provides raw data without any summarizations. To obtain metrics, we recommend adding a summarize or time series node.
📖 Related Topics