sales strategy

[Droyd <> lemlist] Get cold email reports in Slack

lemlist team
LAST UPDATED
October 24, 2023
READING TIME
7 min.

By tracking the right KPIs, both marketing and sales professionals are able to answer super important questions, such as:

  • Is this what I'm doing bringing value to users/prospects?
  • Is this what I'm doing driving positive outcomes for my business?
  • Where to double down and what to deprioritize?
  • Are there any components we can improve?

All we have to do is measure the right KPIs for our business and interpret them correctly.

Yet, tracking results can sometimes become a bit messy and time-consuming. Multiple dashboards, different tools, too many KPIs, and lack of focus leading to making wrong decisions.

Here's how you can avoid these frustrating headaches with a simple integration between Droyd and lemlist.

Keep an eye on main KPIs in Slack

Let's imagine the following scenario.

Sales team in lemlist is running 5 different outbound campaigns this month. They've targeted the right prospects, segmented the list in buckets and everything is ready to go.

To get that conversion rate to go up, prospects need to complete the following actions.

Open an email --> Reply to an email --> Demo / free trial --> Paid user

Each of the stages can be tracked with the right KPI.

Open rate --> Reply rate --> Booked meetings / sign-ups --> MRR

However your funnel and metrics look like, it's important to keep them in a good check and simplify the reporting. In other words, receive reports fast so that you can focus on closing and analyzing the numbers.

To accomplish that, our sales team can decide to keep an eye on the number of replies and MRR boost, and then measure them against our monthly targets.

And they can receive notifications like this in their Slack channel...

droyd and lemlist

If the replies or MRR are not close to the target, they can add links to these Slack notifications that will take them to a more in-depth report to identify the problem.

Of course, thanks to this integration, you can modify the report and track any KPIS you want.

The objective is to have automated pings on daily or weekly basis with the most important KPIs to assess whether your team is on the right track or not.

If you that isn't the case, you open more comprehensive reports to analyze what's causing it.

But there's no time waste, as a lot of things are automated in this process and all the links you need are there to take you from Slack to a more detailed report.

Why automate KPI reports in Slack?

Without transparency on business progress and goals, your team is lost. There are several reasons why you should automate your reporting, because it will help:

  • Build a metrics driven culture - align everyone on goals and make sure everyone has a transparent view of progress
  • Share data across the departments - the team doesn’t have access to reporting in each and every tool. Easily bring information across teammates, whether in office or distributed
  • Motivate the team - as metrics get flowing in Slack, teammates can share accolades and add emojis to celebrate progress
  • Trigger discussions - looking at dashboards during a meeting is boring. Stay updated on performance in your feed, then use meeting times to deep dive and get to the bottom of what matters
  • Save time on repetitive tasks - whether you are reviewing your own campaigns as an individual contributor, or checking the team’s progress as a manager
droyd and lemlist

How to integrate lemlist and Droyd?

Here's a quick step-by-step tutorial.

1/ Set up Droyd

Sign up for free Droyd account here, as Droyd is still in beta. Follow the onboarding process: connect your apps: CRM, lemlist, Slack. This will allow you to pull data from your tools and send it to your team in Slack.

2/ Build key metrics

Pick metrics you want to track in Slack. For instance, # open emails in a specific campaign.

3/ Schedule reports

In the reporting Section, choose where and when you want to send a report. Add the key metrics you want to follow, set the schedule and the Slack channel.

4/ Sit back and enjoy

Activate your report. Now, you’ll get updated key metrics in Slack, nothing else need. Don’t forget to add reaction and some messages for context or accolades when a report comes in!

In case you need a video...

Bottom line

That's it. You now have a reporting process that's easy to set up and joy to analyze.

If you end up using the integration, let us know how it's working out for you and tell us your use case. We will trade you a backlink in this article.

Get weekly outreach tips
SHARE THIS ARTICLE
Thanks! You've successfully subscribed to lemlist newsletter
Oops! Something went wrong while submitting the form.
G2 Rating
Price
Best for
Standout feature
Con
4.9
star
star
star
star
star
$30/mo
$75/mo
$2,999/mo
Large, distributed sales teams
AI evaluation precision, gamified KPIs
Lack of tracking system
4.6
star
star
star
star
star-half
Not publicly available
Sales operations and finance teams
Powerful configurability
Limited training resources and complex to navigate
4.4
star
star
star
star
star-half
Not publicly available
Mid-market and enterprise businesses
Comprehensive incentive management
Potentially high cost and steep learning curve
4.7
star
star
star
star
star-half
$15/user/mo
$40/user/mo
Enterprise: custom price
Complex sales structures and businesses of all sizes
Complex sales structures and businesses of all sizes
Steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Collaborative teams
Connected planning
Complexity and steep learning curve
4.6
star
star
star
star
star-half
Not publicly available
Companies with complex sales structures
Complex incentive compensation management (ICM) with high efficiency and accuracy
Complexity for smaller teams and potentially high costs
4.7
star
star
star
star
star-half
Not publicly available
Companies who want to automate commission calculations and payouts
Simplicity and ease of use
Lack of features like redirection
4.7
star
star
star
star
star-half
$30/user/mo
$35/user/mo
Custom: upon request
Businesses that need a comprehensive and user-friendly sales compensation management software
Ease of use and adoption
Lack of ability to configure the product based on user needs
4.8
star
star
star
star
star-half
Not publicly available
Companies with modern sales culture and businesses who want real-time insights
A built-in dispute management and real-time visibility
Users say it works slowly, customer support is slow
4.9
star
star
star
star
star
$30/user/mo
$50/user/mo
Smaller sales teams
Powerful automation
Lesser user base and average user interface
4.7
star
star
star
star
star-half
Not publicly available
Companies with scalable needs
Automated Commission Calculations
Lack of filtering by date, no mobile app
ERP vs. CRM
ERP
CRM
Summary
Backbone of a business's internal operations.
Backbone of customer-centric interactions and operations.
Goal
To centralize and streamline core business processes in a company.
To increase customer experience, satisfaction and loyalty, and boost sales.
Focus
Internal operations and processes across departments (finance, accounting, inventory, supply chain, HR, and sales).
All interactions with leads and customers.
Manages
Internal business data like financial data, inventory levels, production details, supply chain, HR info.
All customer data like contact info, purchase history, communication history, customer preferences and more.
Users
Finance, accounting, operations, supply chain, and HR departments.
Customer-facing teams like sales, marketing, and customer service.
Benefits
Streamlines operations, improves data accuracy, enhances decision-making, boosts collaboration, increases productivity.
Improves customer relationships, increases sales, strengthens customer service, personalizes marketing campaigns, provides insights.
Price
$150 per user per year on average.
$10 to $30 per user per month on average.
PRM Tool
Rating
Feature
Pro
Con
Mobile App
Integrations
Free Plan
Pricing
4.65
star
star
star
star
star-half
Org-wide alignment
User-friendly layout and database
Suboptimal as a personal CRM
square-check
Lack of tracking system
square-check
Team: $20/month
Business: $45/month
4.7
star
star
star
star
star-half
Social Media Integration
Easy contact data collection
No marketing/sales features
square-check
Lack of tracking system
square-xmark
7-day trial
$12/month
4.75
star
star
star
star
star-half
Block Functions
High customization capability
Not a dedicated CRM
square-check
Limited
square-check
Plus: €7.50/month
Business: €14/month
N/A
Open-source
Open-source flexibility
Requires extensive manual input
square-xmark
Limited
square-check
Self-hosted
$9/month or
$90/year
3.1
star
star
star
Simple iOS app
Ideal for non-tech-savvy users
iPhone only
square-check
iOS only
Limited
square-xmark
1-month trial
$1.49/month or
$14.99/month
3.6
star
star
star
star-half
Smart Contact Management
Feature-rich and flexible
Reported bugs
square-check
Rich
square-xmark
7-day trial
Premium: $13.99/month
Teams: $17.99/month
4.4
star
star
star
star
star-half
Customizable Interface
Customizable for teamwork
Pricey for personal use
square-check
Rich
square-xmark
Standard: $24/member
Premium: $39/member
4.7
star
star
star
star
star-half
Integrated Calling
Integrated Calling
Too sales-oriented & pricey
square-check
Rich
square-xmark
14-day trial
Startup: $59/user/month
Professional: $329/user/month
4.8
star
star
star
star
star
Business Card Scanning
Business Card Scanning
Mobile only
square-check
Limited
square-check
$9.99/month
4.45
star
star
star
star
star-half
160+ app integrations
Comprehensive integrations
No free app version
square-check
Rich
square-xmark
14-day trial
$29.90/month or
$24.90/month (billed annually)
Capterra Rating
Free Trial
Free Plan
Starting Price (excluding the free plan)
Maximum Price (for the most expensive plan)
Best for
4.5
star
star
star
star
star-half
square-check
14-day
square-check
€15/month/seat billed annually
€792/month/3 seats billed annually + €45/month for each extra seat
Versatility and free plan
4.2
star
star
star
star
square-check
30-day
square-xmark
But it offers reduced price to authorised nonprofit organisations
€25/user/month
€500/user/month billed annually (includes Einstein AI)
Best overall operational CRM
4.3
star
star
star
star
star-half
square-xmark
square-check
Limited to 3 users
Comprehensive incentive management
€52/user/month billed annually
Small-medium businesses and automation
4.5
star
star
star
star
star-half
square-check
14-day
square-xmark
€14/seat/month billed annually
€99/seat/month billed annually
Sales teams and ease of use
4.1
star
star
star
star
square-xmark
square-check
Limited 10 users
$9.99/user/month billed annually
$64.99/user/month billed annually
Free plan for very small teams up to 10
CRM goal
Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months.
SMART Breakdown
1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation).
2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking.
3. Achievable: A 10% increase is possible based on historical data and potential improvements.
4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives.
5. Time-bound: The 6-month timeframe creates urgency and a clear target date.
Actions
Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation.
Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior.
Step 3: Develop targeted landing pages with clear calls to action for qualified leads.
Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up.
Step 5: Track and analyze campaign performance to identify areas for optimization.
Outcomes
Increased sales and revenue
Improved marketing automation ROI
Marketing and sales alignment
Data-driven marketing optimization

What you should look at next

Receive weekly outreach tips in your inbox, sent to 210 000+ salespeople, marketers, founders, and entrepreneurs worldwide!

Subscribe to the lemlist newsletter
You've successfully subscribed to the lemlist newsletter!
Oops! Something went wrong while submitting the form.