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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
High Velocity Sales isn’t available or suitable for every organization, but you still need comprehensive 1-1 email activity reporting. Native Salesforce lacks built-in capabilities for individual email tracking outside of HVS.
You’ll discover how to create detailed 1-1 email interaction reports using alternative data sources and advanced extraction techniques that don’t require HVS.
Track 1-1 email interactions using Coefficient
CoefficientSalesforceSalesforce’sserves as an excellent alternative to HVS for comprehensive 1-1 email activity reporting in. You can extract and analyze individual email interactions thatstandard reports simply can’t provide.
How to make it work
Step 1. Import Task and Event data with email filters.
Extract Task and Event objects with filters for email-related activity types. Focus on specific contact and lead relationships to capture 1-1 email interactions with detailed recipient information.
Step 2. Use custom SOQL queries for related data.
Write SOQL queries that extract email activities with related account, contact, and lead information in a single import. This gives you comprehensive 1-1 email context without multiple data pulls.
Step 3. Extract EmailMessage data with contact relationships.
Combine EmailMessage object data with contact and lead information to create detailed 1-1 email interaction reports. Include sender details, recipient information, and timing data.
Step 4. Apply dynamic filtering for specific interactions.
Use dynamic filters to track specific sales rep email interactions with individual prospects. Filter by date ranges, opportunity stages, or lead sources for targeted 1-1 analysis.
Step 5. Create automated email activity snapshots.
Set up snapshot functionality to preserve historical 1-1 email data over time. This maintains a complete record of individual email interactions that you can analyze for trends.
Step 6. Calculate engagement metrics per contact.
Use formula auto-fill features to calculate email response rates and engagement metrics for each contact. Track metrics like response time, email frequency, and conversion rates.
Build comprehensive 1-1 email tracking
Start trackingDon’t let the lack of HVS limit your email activity reporting. Coefficient provides the advanced 1-1 email tracking capabilities that native Salesforce requires HVS to deliver.individual email interactions with detailed context and automated reporting.
