Let’s be honest: most sales tracking tools promise the world, but end up just giving you more boxes to tick and another dashboard to ignore. If you’re using Bloobirds and want to move beyond “activity for activity’s sake,” this guide’s for you. Whether you’re a rep trying to prove you’re not just busy, but effective—or a manager tired of sifting through vanity metrics—you’ll find practical steps here.
Here’s how to actually track and analyze your sales activities in Bloobirds so you can spend less time guessing and more time closing deals.
1. Get Clear on What “Sales Activities” Actually Matter
Bloobirds can track almost everything, but that doesn’t mean you should. Before you start clicking around, decide which activities move the needle for your team. Otherwise, you’ll drown in data.
Start with: - Calls made (not just dials—completed calls) - Emails sent (and replied to) - Meetings scheduled and held - Follow-ups logged - Notes on key conversations
Ignore (for now): - Activities that don’t tie to pipeline movement (e.g., “number of times CRM was opened”) - Social media likes or random tasks unless they’re part of your actual sales process
Pro tip: If you can’t explain why an activity matters in one sentence, it probably doesn’t.
2. Set Up Your Bloobirds Tracking (Without Overcomplicating It)
Bloobirds gives you a lot of options for custom fields, activity types, and automation. Resist the urge to track everything under the sun. Complexity slows everyone down.
How to keep it simple:
- Customize activity types: Use clear, unambiguous labels (“Intro Call,” “Demo,” “Follow-up Email”) so your team isn’t guessing.
- Create required fields sparingly: Only make fields mandatory if you really need the data. Otherwise, reps will get creative—usually not in a good way.
- Automate where it makes sense: Set up auto-logging for calls or emails if possible. Manual entry is a recipe for missed data and unreliable reports.
Honest take: Most teams waste hours building out ultra-detailed activity types and never use them. Stick with the basics and expand only if you see a real need.
3. Train Your Team to Log Activities (and Explain Why It Matters)
The best tracking system is useless if your team doesn’t use it—or worse, treats it like busywork. You’ll get better data if you show reps how activity tracking ties to their own success, not just management reporting.
Practical tips: - Walk through the logging process in Bloobirds during a call, not just in a slide deck. - Show reps what good activity data looks like (and how it helps them). - Explain what’s optional and what’s non-negotiable.
What doesn’t work: Mandating 100% perfect data entry. People will find shortcuts or fudge numbers. Focus on consistency over perfection.
4. Use Bloobirds Dashboards—But Don’t Let Them Become Wallpaper
Dashboards are only useful if you actually look at them and they tell you something new. Bloobirds gives you several out-of-the-box dashboards, but they can get cluttered fast.
To make dashboards useful: - Pin the key metrics: Focus on 3-5 numbers that matter for your team (e.g., weekly calls, meetings booked, conversion rate). - Set up alerts for real milestones: Like when a lead moves to a new stage, not just when an activity is logged. - Ignore the noise: If a widget or report isn’t driving action, hide it. Less is more.
Reality check: Fancy charts don’t close deals. Use dashboards to spot trends, not to fill up your Monday meeting slides.
5. Analyze the Data—Look for Patterns, Not Just Totals
It’s easy to get obsessed with totals (“We made 500 calls last week!”). That doesn’t mean much if you’re not getting results, or if most calls go to voicemail.
What to actually look for: - Activity-to-outcome ratios: How many calls/emails/meetings does it take to move a deal forward? Where do things stall? - Best times and channels: Are your emails getting more replies at a certain time? Do calls work better for a specific industry? - Rep-by-rep breakdowns: Who’s converting activities to meetings or deals? What are they doing differently?
Don’t waste time on: - “Leaderboard” metrics that just encourage sandbagging or activity-padding. - Tracking every minor touchpoint (e.g., “opened an email twice”) unless you’re running a specific test.
Pro tip: Share real patterns with your team. “We see meetings booked double when follow-up happens within 24 hours” is actionable. “Congrats, you made 100 calls” is not.
6. Set Up Regular Reviews—But Keep Them Focused
Reviewing sales activity shouldn’t turn into a public shaming or a mindless numbers game. Use Bloobirds reports for short, focused reviews: what’s working, what’s not, and what to try next.
How to run a useful review: - Pick one metric to dig into per meeting (e.g., why demo-to-close rate dropped this month). - Ask reps what’s getting in their way—then look for patterns in the data. - Agree on one small experiment (e.g., trying a different follow-up script) and measure the result.
Skip: - Endless data recaps—nobody needs to hear “calls are up 2%” every week. - Comparing reps without context—focus on improvement, not just raw activity counts.
7. Iterate and Adjust—Don’t Fall in Love with Your Setup
Your sales process will change. So should your activity tracking. Bloobirds is flexible, but only if you keep tweaking based on what you learn.
What to do: - Review your tracked activities every quarter. Are you still looking at the right things? - Drop metrics or reports nobody uses. - If a manual step is always skipped, automate it or cut it out.
Honest take: Most teams overcomplicate tracking at first, then ignore it when it’s too much work. Simpler systems get used, and used systems get results.
Wrapping Up: Keep It Simple, Make It Useful
Tracking and analyzing sales activities in Bloobirds shouldn’t feel like extra work. Focus on the activities that actually drive results, set up reporting that’s easy to use, and make small changes based on what you learn. Don’t chase every metric—pick the few that matter, get everyone on board, and improve from there. You’ll save time, spot real trends, and actually help your team sell more. That’s the whole point, right?