Tracking your Reachdesk Campaigns in SalesLoft
Before we look at reporting, it's important we understand the high level measures that we can see at a person and cadence level.
A Reachdesk task in SalesLoft is created under 'Other' in your cadence steps. 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 person's record. So in the activity below, you can see that we've sent Russell a 'Lunch on me' campaign, and he has subsequently opened, clicked and claimed the voucher we sent:
At a high level, you can see which steps in your cadences are performing well on the right hand side, so you can specifically seen the impact of Reachdesk campaigns in those cadences.
The tasks created and executed in these cadence tasks also appear in Salesforce if you have the sync turned on between SalesLoft and Salesforce. We'd recommend using a common naming convention for your Reachdesk campaigns, so that you can recognise them to use in your reporting (below).
Reporting on what matters
To take it to the next level, most businesses will track and report in Salesforce. In order to track SalesLoft (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 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.
- 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).