
How to analyze your team's performance with Databox + HubSpot
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With a long career of experience in Customers Success at HubSpot and several other software companies, now at Databox Billy MacDonald shares how top stories and tips regarding measuring team performance to drive revenue.
Measuring team performance is a vital part of planning when to grow (or reduce) the number of sales reps to meet demand. This requires pulling together multiple data points that are not connected with one another in existing systems.
We also need performance data on the tools we invest in to drive growth, for example measuring whether website chat conversations are converting into incremental business.
Learn from Billy’s experience helping companies to analyse team performance with Databox and HubSpot
Episode Highlights:
- 05:27 Helping businesses with data in different places
- 07:00 Businesses that are not a fit for Databox: Single data source.
- 08:39 What businesses usually struggle with on team performance
- 10:39 Recent example smaller SaaS company struggling to plan for when to hire more sales reps
- 13:05 Often times the data is there, but it’s stored in different metrics that are not connected with each other
- 16:42 Most important sales metrics include “how often are you meeting with those prospects?” and how deep are they going?
- 18:03 also important to track: the amount of assistance offered outside of the sales call, e.g. email activity and set-up assistance.
- 19:56 How far HubSpot alone can go?
- 20:30 a recent customer used Intercom for chat, and wanted to understand how that led to deals created in HubSpot
- 25:39 Top tip for the day: To be really effective in changing team culture, look at the data AND talk with customers & listen.
- 27:02 What we did at Databox: “Customer Insights”
About Databox
Databox is a cloud-based business analytics platform for marketers, CEOs, analysts and decision-makers that provides a single interface to view various key performance indicators (KPIs) and generate reports.
Handy Links for more information about Databox
https://databox.com/blog
Connect with Billy MacDonald & Databox
billy@databox.com
success@databox.com
Databox on HubDo Marketplace
https://marketplace.hubdo.com/en-US/apps/395292/databox
Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.
Connect with Pete at:
LinkedIn: https://www.linkedin.com/in/penichol/
Email: pete@hubdo.com
Meet: www.bookachatwithpete.com
For questions about this episode, email podcast@hubdo.com
The HubDo Podcast is a production of HubDo ApS Denmark.
All rights reserved.