The good way to do sales prospecting and outbound sales at scale is always to test and iterate.
Key Performance Indicators (KPIs)
Overloop 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
Overloop gives you 2 different kinds 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
Campaign performance
The Performance tab, available when you open a campaign, gives you the statistics of the campaign.
See how each step of the campaign performs in terms of opens, clicks, replies, and page visits.