Sales Engagement Logging in HubSpot

As businesses continue embracing WhatsApp as a powerful communication tool, efficient tracking, and reporting become paramount. This is where Engagement Logging in HubSpot comes into play. In this article, we’ll focus on how Rasayel Engagement Logging integrates with HubSpot, bringing you a robust, data-driven communication strategy.

What is Engagement Logging? #

Every time an agent reaches out to a customer (outbound message), the activity is registered as an engagement log in HubSpot. The registration happens automatically and in real-time. Each log shows the name of the agent who sent the message. For more information, you can extend the log to see the time and message content.

This feature is only available within the HubSpot WhatsApp integration by Rasayel.

Important note: Engagement Logging is different from Activity Logging. To learn about Activity Logging, read our post “Rasayel Activity Logging in HubSpot.”

Why use Rasayel Engagement Logging in HubSpot? #

The integration of Rasayel Engagement Logging in HubSpot is a game-changer for businesses that strive for efficient and data-driven customer communication strategies. This potent combination brings a suite of benefits that enhance your team’s performance and provide critical insights into customer behavior.

Here’s an in-depth look at why you should leverage Rasayel Engagement Logging in HubSpot:

Enhanced performance metrics #

You can accurately track and assess your team’s performance. With each engagement clearly attributed to a specific agent, you can evaluate the volume of outbound communication generated by individual team members. You can identify the top performers, pinpoint agents who might need extra support, and develop targeted training programs to elevate team productivity.

Improved customer insights #

With Engagement Logging, you gain valuable insights into when and how often your customers are being contacted. These insights can inform your communication strategies, ensuring your customers are neither over-communicated nor under-communicated. They can also help you identify high-engagement periods, allowing you to allocate resources during these times better.

Customized reporting #

With customizable reports, you can focus on the specific metrics that matter most to your business. Whether it’s the number of outbound messages per agent, the most frequently used message templates, or the number of conversations initiated, you can easily create a report to track it.

Streamlined processes #

The automation of engagement logging eliminates the need for manual record-keeping, freeing up your agents to focus on what they do best - engaging with customers. By reducing administrative tasks, you increase the efficiency of your team and decrease the potential for human error in logging engagements.

Increased efficiency #

Over time, analyzing your engagement logs can reveal patterns and trends in your communication strategy. For example, if certain message templates are used more frequently than others, this could indicate that these templates are particularly effective. This insight allows you to refine your messaging strategy, ultimately increasing its overall efficiency.

Actionable data #

Every logged engagement provides a data point that can be used to understand your operations better. Over time, this wealth of data can guide decision-making processes, strategic planning, and operational improvements. With Rasayel and HubSpot, every message sent becomes an opportunity to learn and improve.

Improved accountability #

With the transparency of engagement logging, every message is accounted for. This level of accountability ensures that no customer message slips through the cracks. Furthermore, it enables the identification of any bottlenecks or issues in the communication process, allowing for swift resolution.

How to Use Engagement Logging in Your Sales Strategy #

Rasayel adds valuable context to HubSpot through Engagement Logging, allowing you to gain deeper insights into your communication strategies. Here are some use-case examples:

Template analysis #

When you send a message template from Rasayel, the engagement is logged in HubSpot, providing visibility into which templates were used, how frequently, and their overall impact. Break down the filter by “Rasayel Template Name” to see what WhatsApp Message Templates are sent to your customers.

Message type tracking #

Use the “Rasayel Message type” breakdown to see the different types of messages sent, such as text, images, templates, etc.

Segmented reports #

Break down the report by “Rasayel Channel Name,” email, template name, and other criteria to gain specific insights into different aspects of communication.

Agent performance #

Engagements have an owner, and by breaking down the counts by “Activity assigned to,” you can analyze individual agent performance and identify the best-performing team members.

Creating Engagement Logging reports #

To begin creating reports with Engagement Logging, follow these steps:

1. Click on “Reports” in HubSpot to access the reporting section.
2. Select “Create report” and choose “Custom Report Builder.”
3. Choose “Activities” as the basis for your report, as this represents the Engagement Logging automated by Rasayel.
4. On the next page, you’ll find all the available properties to select for your report.
   1. To track the number of activities per month, place “Count of activities” on the Y-axis and “Activity date” on the X-axis.
   2. To specify the time period, apply a filter to the “Activity date” and choose “is after.” Add the date corresponding to one month earlier (or any desired period) to view relevant data.
   3. For a more detailed breakdown, consider filtering the report by week or day to analyze the daily engagement metrics.

Impact of Logging Engagement in HubSpot #

The most significant advantage of Rasayel Engagement Logging is its impact on report generation. HubSpot offers a robust reporting feature that enables you to create custom dashboards and extract valuable insights from your data.

For example, you can create a report on the number of contacts or companies logged every month. But it doesn’t stop there. By leveraging the “Activities” feature – automated Engagement Logging provided by Rasayel – you can gain insights into the frequency and type of activities happening within your company.

The potential of Engagement Logging #

The examples provided above merely scratch the surface of the vast potential of Engagement Logging. This powerful tool offers almost limitless possibilities, enabling you to customize your approach to meet your unique needs.

While I’ve highlighted specific functionalities and benefits, it’s important to note that these are just starting points. The actual scope of Engagement Logging with Rasayel in HubSpot goes far beyond these examples, covering a wide range of business scenarios and demands.

By experimenting with various properties and filters, you can tailor your reports to align perfectly with your strategic objectives. Furthermore, the integration of Rasayel and HubSpot enables you to examine your engagements from different angles, providing a holistic view of your customer interactions. This allows you to unearth nuanced insights that might be missed in a less comprehensive system.

In essence, the real value of Engagement Logging lies in its flexibility and adaptability. To fully harness its potential, I encourage you to dive in, explore, and experiment. By doing so, you’ll discover the most beneficial and insightful ways to leverage this tool in alignment with your business goals. Remember, every business is unique - and so should be your approach to Engagement Logging.

Conclusion #

Rasayel Engagement Logging in HubSpot presents a powerful tool for businesses to streamline WhatsApp communication, monitor agent performance, and gain valuable insights through comprehensive reporting. By leveraging this feature, businesses can unlock the true potential of HubSpot’s reporting capabilities and elevate their customer communication strategies to new heights. Embrace Rasayel Engagement Logging and revolutionize the way you connect with your customers on WhatsApp.

Frequently Asked Questions #

About the author

Miodrag Magyar

Miodrag brings over 15 years of hands-on experience in content writing and marketing, with a talent for making even the trickiest topics clear and interesting. His passion lies in guiding businesses to effectively utilize WhatsApp to build stronger customer relationships and drive results. With an eye for detail and a heart for storytelling, he’s here to show how effective WhatsApp communication can boost sales and enhance customer engagement.

@Miodrag Magyar on LinkedIn