Sales Insight Reporting Capabilities

[Anonymous]

We are trying to report with a greater level of detail on Marketo Sales Insight templates, and how they are being used.

Some of the main metrics that we want to measure are: 

• Template Usage by Sales Rep
• Open Rate by Template
• Send/Open/Click-Through Rate by Template
• Overall Number of Emails Tracked

As of right now, our makeshift solution is a series of Smart Lists that can show basic Sent/Opened/Click-Through numbers. However, we'd like to get to a greater level of detail, and we haven't been able to find a way to do this yet.

Has anyone else come up with a different solution for reporting on Sales Insight usage/performance?

Also, does anyone know if Sales Insight reporting is currently on the product roadmap? Would love to see this functionality rolled into a future release!

[Anonymous]

In general, you can accomplish this by using dedicated emails in Sales Insight and then report open, etc. by sales rep.  There will be some data noise, such as when a lead is sent an email and then changes owners, but in most cases this will get you in the right ballpark.

[Anonymous]

Thanks for the reply, Steven! Is this accomplished through using Smart Lists, or by doing an Email Performance report?

[Anonymous]

It depends on what you want to report: smart lists are the equivalent of a list report in Salesforce, so they can be useful.

If you're looking for a summary report, you'd use the Email Performance Report and specifically select the emails listed in Sales Insight under Setup.  I'd name these with a prefix like "SI" to make it easier to find them.

[Anonymous]

Thank you Steven,

What about reporting on Sales Emails, sent through Marketo/Outlook plugin? How do I specify that I want my email report to report only on these emails, and their performance?

All the best,
Aaron Croft