Before you have the dataset given by each weekly sync, you can get real value from setting up a few simpler reports and notifications. This guide includes suggestions on what you might want to setup first.
Create your own LinkedIn engagment score using impressions and/or engagements, along with company size information, to build a scoring model like the one you will find in the LinkedIn company engagement report.
Setup tasks via Hubspot workflows once certain accounts reach a predefined threshold of LinkedIn engagement. Then, setup Slack notifications via Userled to ensure your sales team are alerted when their accounts interact with LinkedIn content or reach a threshold.
Build a quick custom report based on 90 day properties to get an early indicator of deal influence after your first sync.
You should use companies as your primary source, with deals being your secondary. Set your filter to ad impressions greater than X (you can start with 0), and then ensure the number of open deals is greater than 0 (you can also leave this to see all companies and deals). You'll likely need to filter out renewals by using a deal pipeline filter, from here, you can choose to view by company or as counts to view the number of influenced records.
By following these steps, you'll establish a strong foundation for reporting and scoring based on your LinkedIn engagement data.
Integrating this data with your CRM and enabling automated notifications will allow you to track your impact accurately, while equipping your sales team with the insights and tools they need to convert content interactions into closed deals.
