The good way to do sales prospecting and outbound sales at scale is always to test and iterate.
Key Performance Indicators (KPIs)
Prospect.io allows you to measure different metrics:
Opens: Do prospects open my emails? (more about open tracking)
Clicks: Do prospects click on the link I send them? (more about click tracking)
Replies: Do prospects reply to my emails? (more about reply tracking)
Page visits: Do prospects visit the pages on my website? (more about page visit tracking)
Reports
Prospect.io gives you 2 different kind of reports to track your success:
Overall reporting: an overall view of your prospecting activities, for your whole account, and for all your workflows.
Workflow performance: used to understand how a specific workflow performs.
Overall reporting
All your account results and metrics can be seen in the Reports section divided into 3 tabs:
Account activity
The Account Activity tab gives you an overview of the activity happening in your account, grouped by different criteria (date or source of creation, etc.).
Available reports:
Organizations
Prospects
Tasks (created and completed)
Notes
Outbound
Look at the performance of your outbound emails in funnels and graphs and do step-by-step comparisons between up to 5 workflows.
Available reports:
Replies funnel: contacted > opened > replied
Visits funnel: contacted > opened > clicked > visited
Distribution (by dates, days of the week, hours)
Bounces & opt-outs
Revenue
Track your deals and pipelines to have a complete view of your whole sales process.
Available reports:
Pipeline funnels
Deals creation
Won & lost deals
Deals value
Deals duration
Revenue forecast
Workflow performances
The Performances tab, available when you open a workflow, gives you the statistics of the workflow.
See how each step of the workflow performs in terms of opens, clicks, replies, page visits.
We also let you know how you're doing compared to other companies in your industry or other companies of the same size as yours.
