In today's competitive business landscape, maximizing your deal win rate is crucial for sustainable growth. One effective strategy is the integration of WhatsApp in conjunction with your CRM into your sales processes. Cooby provides you with the power to track your WhatsApp conversations and analyze your key sales metrics to equip your team with tools to succeed.

Cooby allows you to create custom reports that offer you an analysis of your sales pipeline. Shown below is a guide on how to compare your deal win rate with WhatsApp engagement vs. without.

1. Go to your HubSpot report page.

2. Click Create report and select Custom Report Builder.

3. Select Contact as the data source and choose any CRM object you want to include in the report.

4. Then, select Activities in the Sales field and click Next.

5. Search for the Is Closed Won property and drag to the X-axis. Search for the Count of deals property and drag to the Y-axis. Lastly, search for the Cooby property First message sent by contact and drag it to Break down by.

6. Once done, click Save report. Name it and click Save & add.

7. Finish

Now you have a report of all your deals with a breakdown of which were won with the assistance of Cooby.

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Cooby extension, kindly email us at [email protected] 💜