This complete Savant template provides an easy-to-use framework for aggregating tasks, calls, and emails with leads. By leveraging data from sources such as SFDC, Salesloft, Hubspot, and Marketo, you can gain valuable insights into your team's performance and optimize your outreach strategy.
Suppose you want to know how many calls and emails each user on your team has had with a lead. With Savant’s SDR Productivity Kit, you can easily extract this information from SFDC Tasks, Leads, Contacts, and Users.
💼 Business Impact
With Savant’s SDR Productivity Kit: Outbound Touches Preprocess, you can streamline your sales outreach, improve team productivity, and gain valuable insights into your sales performance.
📥 Data In
Source: SFDC, Salesloft, Hubspot, Marketo
Example: SFDC Tasks, Leads, Contact, and Users
📤 Data Out
With the SDR Productivity Kit: Outbound Touches Preprocess template, you can gain valuable insights into your team's performance and optimize your outreach strategy. Some of the key metrics you can track include:
Number of Calls
Number of Emails
Number of Calls per User/Lead/Contact
Number of Emails per User/Lead/Contact
Average Calls per User/Lead/Contact
Average Emails per User/Lead/Contact
📝 Template Setup
To get started, follow these simple steps:
Step 1: Data Input
Replace the default Tasks, Leads, Contacts, and Users sources with your own. This will allow you to tailor the template to your specific needs and extract the data you need to optimize your outreach strategy.
📥 Tasks Source
📥 Leads Source
📥 Contacts Source
📥 Users Source
Step 2: Configuration
Step 3: Destination
Once you've configured your filters and chosen your sources, it's time to analyze your results. We recommend exporting your data to a Google Sheets file or a database for easy analysis and collaboration.
🌠 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.
Looking to take your analysis to the next level? Consider adding the Lost Reason task field to the adapter using the Task Attribute 1 field. This will provide additional insights into why leads are lost and help you refine your outreach strategy.
📖 Related Topics