)
Written by
Table of Contents
“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.”
Salesforce lacks native email analytics for tracking response rates, and standard reporting cannot correlate sent emails with subsequent responses or engagement activities effectively.
Here’s how to build sophisticated email response rate tracking by extracting and analyzing related activities across multiple Salesforce objects to calculate accurate response metrics.
Calculate email response rates using Coefficient
CoefficientSalesforceSalesforceenables sophisticated email response rate tracking by extracting and analyzing related activities across multipleobjects, providing response rate metrics that nativesimply cannot deliver.
How to make it work
Step 1. Extract email send data.
Import from EmailMessage and Task objects to establish baseline sent email volumes. Filter for email-related activities to capture all outbound email communications from your sales team.
Step 2. Correlate response activities.
Import Tasks and Events related to email responses, meetings booked, and follow-up activities. Look for activities that indicate recipient engagement following email sends.
Step 3. Build custom response rate calculations.
Use spreadsheet formulas to calculate response percentages based on sent vs. response activities. Create formulas like =COUNTIFS(responses)/COUNTIFS(sent_emails)*100 for accurate response rates.
Step 4. Track time-based response analysis.
Monitor response timing and calculate average response rates within specific timeframes. Use date functions to measure response rates within 24 hours, 48 hours, or one week of sending.
Step 5. Analyze rep-specific response performance.
Filter data by sales rep to analyze individual email response performance. Compare response rates across team members to identify top-performing email approaches.
Step 6. Correlate responses with opportunity progression.
Track how email sends relate to opportunity advancement and deal progression. Measure which emails lead to meaningful sales conversations and pipeline movement.
Step 7. Set up automated response rate reporting.
Schedule regular imports and calculations to maintain current response rate metrics. Configure automated updates that keep your response rate analysis current without manual work.
Optimize your email strategy
Start trackingStop guessing about email effectiveness. Coefficient extracts the granular data you need to calculate accurate email response rates and identify the most effective email approaches for your sales team.response rates that help optimize your sales email strategy.
