Tracking your Reachdesk Campaigns in Outreach
Before we look at reporting, it's important we understand the high level measures that we can see at a prospect and sequence level.
A Reachdesk task in Outreach is created as a 'Generic Task' in your sequences. When that task is due, we use the Reachdesk plugin to execute it. Once this is done, you can see the outcome of that task within the prospect record. So in the activity below, you can see that we've sent Ariana a 'Lunch on me' campaign, and she has subsequently opened, clicked and claimed the voucher we sent:
At a high level, you can see which steps in your sequences are performing well on the right hand side, so you can specifically seen the impact of Reachdesk campaigns in those sequences.
Tracking your Reachdesk Campaigns (tasks) through to Salesforce
The tasks created and executed in these sequences can also appear in Salesforce if you have the plugin and advanced task mapping setup correctly in Outreach.
This article written by Outreach on advanced task mapping provides detailed step by step information on how you can see your Outreach task information flow through into Salesforce (configured in the CRM Task <> Outreach task object mapping). Once this is set up, you will be able to see the Reachdesk (generic task) information, along with any other task information you want to report on, in Salesforce.
Reporting on what matters
To take it to the next level, most businesses will track and report in Salesforce. In order to track Outreach (and subsequently, Reachdesk) success, you'll need to base your Salesforce reports around tasks. As reporting will very much rely on how you are setup, a few tips which may work for you, are:
- Using the 'Activities with Opportunities' report. As long as you are assigning your tasks and opportunities to people, you'll be able to see any tasks associated with someone who also has an open or closed opp. You can further customise to include specific tasks (i.e. Reachdesk) only.
- Using Outreach's last touch attribution functionality. This will enable you to identify which sequences have led to opportunities created, and in turn, have contributed the most revenue.
- Tapping into the skills of a a Salesforce admin (if you're lucky enough to work with one!), you may want to automatically add people to a campaign off the back of a Reachdesk task creation/action. This will open up more powerful reporting opportunities (you can see them, here).