One common issue our customers run into when scaling their business is the ability to accurately track the quality and quantity of activity across their teams and the knock-on effect that has on decision-making. To overcome this challenge, SourceWhale has launched reporting 2.0 – an innovative AI-driven solution that provides a deeper analysis of outreach performance, including:
- Enhanced pipeline visibility with new ‘meeting’ and ‘not interested’ stages so that users can accurately track conversion rates
- Ability to break down outreach by type (emails, phone calls, LinkedIn etc.) to help identify which channels are garnering the best results from sourcing and BD activity
- Better visibility of diversity metrics so users can now answer questions like ‘is my campaign content appealing to both male and female audiences?’ quickly and easily
- Sentiment analysis using SourceWhale AI enables users to view ‘not interested’ reasons on individual contact profiles to provide a more detailed overview
Feature overview
Drive better results from your outreach by gaining deeper visibility over metrics like conversion rates, channel performance and negative sentiment.
Advanced reporting
Using our improved reporting function users have more ways to slice and dice their outreach data to drive better-informed decision-making and increased efficiency.
Not only can you accurately track conversion rates of leading indicators like meetings booked, but you can also break down your campaigns by channel performance (emails, phone, LinkedIn etc.) and by diversity metrics like gender and ethnicity. This means users can ensure outreach is appealing to diverse talent pools and can remove any unconscious bias from their message content to drive better response rates from their targeted audience.
SourceWhale AI
Optimize your outreach by gaining a detailed understanding of why contacts are uninterested at this time e.g. salary, location, not looking for a new role etc.
SourceWhale AI will track negative sentiment and automatically move contacts to the ‘not interested’ stage at any point during the campaign. By analyzing these uninterested responses, our platform will also attempt to tag the contact with the appropriate reason such as time, skills, fit, etc. With this more comprehensive and detailed picture of both sourcing and project campaigns, teams can optimize their outreach, drive better results and collaborate more effectively by sharing reports and insights on what’s working and what’s not.
User outcomes of reporting 2.0
As we roll out reporting 2.0, we are excited about the many opportunities and benefits this will bring to recruiters, such as:
Improved decision-making
With more ways to slice and dice outreach data users can make better-informed decisions about where to allocate their resources and efforts. This helps to maximize efficiency whilst keeping costs down leading to sustainable growth.
Increased efficiency
The ability to group data by various criteria and break it down into smaller segments allows users to quickly identify areas that require attention and focus their efforts accordingly, leading to increased efficiency and productivity. For example, grouping by ‘source’ on the reports page will enable users to identify which channels are generating the highest open, interested and meeting rates. This information can help users optimize their sourcing strategies.
Enhanced collaboration
With a more comprehensive and detailed picture of their outreach campaigns, team members can collaborate more effectively and easily communicate ROI by sharing reports to open up insights and ideas for improving performance with stakeholders.
Better contact engagement
By analyzing the data and understanding what works and what doesn’t, users can optimize their outreach campaigns (i.e. focus on specific channels) that engage with their target audience, leading to higher reply rates.
Users can also ask questions like ‘is my messaging resonating with both female and male contacts equally?’. With this information, a user could review their outreach content to ensure it is inclusive and resonates with women as well as men (e.g. consider using gender-neutral language). The user can do the same analysis for contacts from diverse backgrounds if they break down by ethnicity instead.
More revenue
By optimizing their outreach campaigns and focusing on the sources and methods that generate the highest response rates, users can increase their revenue and achieve their business goals.
If you would like to learn more about SourceWhale’s new reporting function, get in contact with a member of our pod today.
