How to calculate email volume sent exclusively through Salesforce sales engagement tools

using Coefficient excel Add-in (500k+ users)

Isolate and track email volume from sales engagement sequences separately from manual emails with automated filtering and calculations.

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Sales engagement platforms bundle all email activity together, making it nearly impossible to measure the specific impact of automated sequences versus manual outreach.

Here’s how to isolate sales engagement email volume and create precise measurements that show the efficiency gains from automation.

Filter and separate sales engagement emails using Coefficient

Coefficient uses advanced filtering to import only emails sent through sales engagement sequences, excluding replies and manual emails. This gives you clean data that shows exactly what your automation is producing.

How to make it work

Step 1. Import platform-specific email data with filters.

Use Coefficient’s advanced filtering to pull only emails sent through sales engagement sequences. Apply filters that exclude replies, manual emails, and non-sequence activity using AND/OR logic.

Step 2. Combine multiple data sources to identify overlap.

Import email activity from both your sales engagement platform and Salesforce to cross-reference and eliminate duplicate counting. Use email IDs and timestamps to ensure accurate categorization.

Step 3. Create automated volume calculations.

Build formulas that aggregate email volume by time period, rep, cadence type, and prospect segment. Use functions like =COUNTIFS(Date_Range,”>=”&START_DATE,Date_Range,”<="&END_DATE,Email_Type,"Sequence") to calculate specific periods.

Step 4. Set up daily refresh schedules.

Schedule automatic data updates to maintain accurate email volume tracking without manual intervention. This keeps your metrics current as new sequence emails are sent.

Step 5. Export clean data back to your CRM.

Use Coefficient’s export capabilities to push clean email volume data back to Salesforce for unified reporting and attribution analysis.

Measure automation impact accurately

Precise measurement of sequence-driven email volume helps you demonstrate efficiency gains and optimize cadence frequency for better engagement. Start tracking your sales engagement email performance with clean, automated data separation.

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