The good way to do sales prospecting and outbound sales at scale is always to test and iterate.
Key Performance Indicators (KPIs)
Overloop allows you to measure different metrics:
Opens: Do contacts open my emails? (more about open tracking)
Clicks: Do contacts click on the link I send them? (more about click tracking)
Replies: Do contacts reply to my emails? (more about reply tracking)
Page visits: Do contacts visit the pages on my website? (more about page visit tracking)
Overloop gives you 2 different kinds of reports to track your success:
Overall reporting: an overall view of your prospecting activities, for your whole account, and for all your workflows.
Workflow performance: used to understand how a specific workflow performs.
All your account results and metrics can be seen in the Reports section divided into 3 tabs:
The Account Activity tab gives you an overview of the activity happening in your account, grouped by different criteria (date or source of creation, etc.).
Tasks (created and completed)
Look at the performance of your outbound emails in funnels and graphs and do step-by-step comparisons between up to 5 workflows.
Replies funnel: contacted > opened > replied
Visits funnel: contacted > opened > clicked > visited
Distribution (by dates, days of the week, hours)
Bounces & opt-outs
Track your deals and pipelines to have a complete view of your whole sales process.
Won & lost deals
The Performances tab, available when you open a workflow, gives you the statistics of the workflow.
See how each step of the workflow performs in terms of opens, clicks, replies, page visits.
We also let you know how you're doing compared to other companies in your industry or other companies of the same size as yours.