How Do Call Tracking Metrics Drive Better Sales Performance?

May 31, 2022 | 5 minute read

Tracking call metrics drives better sales performance by giving sales teams visibility into call activity, conversation quality, and customer engagement. With HubSpot Sales Hub, teams can automatically track, record, and analyze calls to identify successful sales behaviors, improve follow-up processes, and make more informed decisions that lead to increased revenue.

Keeping track of your calls is a lifesaver in sales. Plenty of salespeople still like to do this the old-fashioned way: on their own. But you really don’t need to. It’s so much easier to automate the process in HubSpot, keeping you focused on what you actually need to do to make a sale. Give call tracking metrics a try and, honestly, you’ll never look back.

Frequently Asked Questions

Call tracking metrics are data points that help sales teams monitor and analyze phone activity, including call volume, duration, recordings, transcripts, and outcomes.

Yes. HubSpot allows users to record calls, subject to local laws and permissions, and stores recordings within the CRM for future review.

Yes. HubSpot can generate call transcripts, making it easier to review conversations, search for keywords, and coach sales teams.

Any salesperson, sales manager, or sales team that regularly communicates with prospects or customers by phone can benefit from call tracking.

Yes. Call tracking functionality requires access to a qualifying HubSpot Sales Hub subscription, such as Starter, Professional, or Enterprise.

Why Call Tracking Metrics Matter in HubSpot Sales Hub

Sales calls are one of the most important touchpoints in the sales process, but manually tracking them can be time-consuming and inconsistent. HubSpot's call tracking feature centralizes call data, recordings, transcripts, and activity history so sales teams can identify what works, improve performance, and maintain accurate customer records.

Where to Find Call Tracking Metrics in HubSpot

First of all, you’ll need access to HubSpot Sales Hub. You can get HubSpot Sales Hub here. Once you have access to a Starter, Professional, or Enterprise level account for HubSpot Sales Hub, you can get started.

Set Up the Call Tracking Feature.

Once logged into your HubSpot account, Go to the “Settings” wheel in HubSpot.
Scroll down on the left, to the "Tools" section.
Select “Calling.”
Follow the prompts.

Why You'll Want to Use Call Tracking in HubSpot Sales Hub

Like many features of HubSpot, call tracking is one of those tools that you might not think you need, until you try it for a while and realize you can’t remember how you ever lived without it.

Call Tracking will:

Allow you to place calls from your browser. The calls will come from your number, and you’ll have the option to record the call if you want.
Use Task Queues in HubSpot to organize your call schedule by most important calls (Ask us about how to find yours in HubSpot - or read this blog on hot leads!).
Integrate with all kinds of calling apps on the HubSpot App Marketplace, so you can build your own custom calling experience (Ask us about why our clients are using Kixie!).
Give you transcripts of your calls that you can use for keyword searching and as a way to analyze what went right or wrong with a call.

Who Is HubSpot's Call Tracking Feature Made For?

Really any salesperson or sales team can benefit from HubSpot’s Call Tracking feature. If you use the phone in your sales position (who doesn’t?!) Call Tracking can help you manage and analyze your calls.

It’s a very easy feature to set up, all it requires is that you and your phone-using team members connect individual phone numbers and you’re ready to start calling.

Because Call Tracking gives you information you didn’t even know you wanted, you can focus more on improving your pitches rather than keeping track of phone numbers, or punching numbers.