New Lead Filtering
We recently released a new version of our lead filtering/search. The following guides are for our legacy search. If your ui does not match, please see this guide for the new filtering instructions.
Generally, your pre- and post- sales processes will have a few key touchpoints or activities you may want to record. This guide will cover a few different ways to track these events in Close.
Here's an example of some pre- and post- sales touchpoints that we'll cover:
- Reach a gatekeeper
- Reach a decision maker
- Connect on LinkedIn
- Send some swag
- Give a demo
- Have an onboarding call
- Run a QBR or check-in call
A #code is simply a unique string or word that your team can record into a call note or note on a lead to indicate a specific type of activity or call occurred.
For example, if a demo occurs, you could record #demo within the call note to indicate that there was a demo.
Your first task when setting up #codes is to define what is worthy of a code, and what the codes should be. You'll want to make sure that the codes are easy to remember and represent only the most important touchpoints that you need to track for reporting and workflows.
Avoid getting too granular
Custom activities can easily break down if you began requiring your team to input things like #na for "no answer" or #vm for "left voicemail." Focus on codes for accomplishments where the rep is excited to enter the information.
Let's look at a few of our examples from above to give you some ideas for codes
- Reach a gatekeeper - #gk
- Reach a decision maker - #dm
- Connect on LinkedIn - #linkedin
- Send some swag - #swag
- Give a demo - #demo
- Have an onboarding call - #onboarding or #oc
- Run a QBR or check-in call - #qbr or #checkin
As you can see, we want to keep things as simple as possible for your team.
Once you've defined the codes that you'll want to track, you'll want to decide next where to record the code in Close.
Your first option is to record the #code within a call note. This is the recommended method if the touchpoint occurred while the rep was making a call. For example, reaching a gatekeeper, reaching a decision maker, giving a demo, or having an onboarding or check-in call would all be good fits for recording your #code within a call note.
If your touchpoint occurs outside of Close entirely (and outside of an event you'd normally log as a call), you'll want to record your #code within a note on the lead. Good examples of this would be connecting with a lead on LinkedIn, or sending your customer some swag.
An alternative method for recording many of these custom activities would be to use a custom field on the lead. For example, you could have a "Demo Completed" custom field on each lead. Blank fields would indicate no demo had been completed, while a value in the field would indicate that a demo took place.
In most cases, custom fields aren't quite as intuitive for the rep to fill out as logging the #code on the call note. However, there are some reasons why you might consider using a custom field instead.
- The completion of this event or touchpoint is significant enough to warrant constantly being in your lead view along with other customers.
- You want to easily export your leads to report on which leads have a specific activity or touchpoint.
Protip - Use a date type field
If you're going to record your touchpoint as a custom field, we'd recommend using a date field. If the filled has a value at all, it acts both as a confirmation the event happened, but will also let you know the exact date which is helpful in reporting.
Now that we have our tracking method decided and implemented, let's see how we can use this concepts in workflows and in reporting.
Often times, your pre- or post- sales workflows will depend on these touchpoints to ensure that you're following through with your defined process. By recording your activities in the ways shown above, you can easily create Smart Views that use the #codes or custom fields to highlight the right leads at the right time. Here are some examples.
Let's say your initial outreach to a prospect includes a call / templated email / connect on LinkedIn. If you're recording the connection on LinkedIn as a note, you can easily see the leads where you need to take that step with the following query:
email_template:"Template 1" not note:#linkedin
Another example would be to identify leads where you've called more than a certain number of times without every reaching a decision maker. That query would look something like:
calls > X not call_note:#dm
For some of your post sales processes, you'll actually want to have the same style of call multiple times (for example in check-ins or for QBRs). In that case you'll want to only check for leads that have not had that call recently. Here's an example for a query to show which leads have not had a QBR in the past 90 days:
not call( date < "90 days ago" note:#qbr )
Your full queries will vary based on your lead statuses and other factors, but the above tips should get you started with incorporating custom activities into your workflows and Smart Views.
You may also want to report on your touchpoints to see how often they're occurring and by which members of your team. There are a few ways to do this in Close.
Once you're following a consistent logging method for your activities, you'll be able to easily see how many leads contain these custom activities using simple queries. Here are a few examples:
If you wanted to see how many leads received a demo last month, you'd use the following query:
call( date:"last month" note:#demo )
If you wanted to see how many LinkedIn connections were made by a member of your team last week, the query would look like the folllowing:
note( created:"last week" note:#linkedin user:X )
Some teams may want to automate the reporting of these custom activities. Here are two different approaches, depending on your reporting needs and goals.
If you simply want to automate the first reporting method, you can easily do this via Zapier.
You'll want to use a Schedule by Zapier trigger to run your report daily/weekly/monthly.
Then, you'll select the Close search action for Find Number of Leads in Query.
If you have to check multiple activities, you can simply repeat this step as needed.
Once you have all of the data points, you can decide where to record the data. Two popular options are to record the data into a Google Sheet for reporting, or send a weekly summary into Slack, but the choice is yours!
If you're looking for a more realtime view of your custom activities, you can opt to log each instance in realtime via Zapier as well.
In this cases, your trigger will be the call note, note, or lead update that you're using to track the activity.
For example, if we're tracking demos using #demo in a call note. Here's how you'd set that up via Zapier.
First, you'd trigger on each new call completed or logged in Close.
Be sure to select Yes under Completed in your options, otherwise you'll trigger before your rep finishes the call and enters the proper notes.
Then, you'd use a Filter by Zapier step to only continue if your call note contains the proper code.
Lastly, log the call note and any other relevant information (such as the date, the user, the lead, etc) into the data table that you'll use for reporting.
If you're implemented the steps above, you'll now be able to track your custom touchpoints, build them into your workflows, and report on them as needed. If you have any additional questions, each out to our team at [email protected]
Updated 11 months ago