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View account-level reports inside SalesLoft

With HV, you can now track all of your accounts at a glance inside the Accounts panel within your ecosystem. An account-level report will show your account's detailed information in two different categories:

  1. Reports: Lets you keep track of the overall health of the account level on the prospect’s interaction with videos

  2. Activity:s. Lets you understand how each prospect in the account has interacted with videos.

This report will keep track of video activity from the prospect, regardless of whether the video email is sent directly or is part of a recurring cadence.


To view account-level reports:

  1. Log-in to your SalesLoft account.

  1. From the left navigation bar, click Accounts. The accounts panel will display the account name, website, people, stage, etc.

Note: It takes some time to update the people below the selected accounts.
  1. Click on an existing account.

  1. You will notice the Hippo Video widget available on the right. 

  2. Now, click on the Reports tab to see all the prospects' overall count of each metric that has been performed with the video content.

  1. Click on the Activity tab to see the actions taken by the prospects with respect to all the videos sent.  

Note: Always, the latest prospect information will be on the top.
  1. Click on the Down arrow to see all the actions of the prospect. 


Using these stats, you can compare videos with text-based emails and see how video benefits your conversions.


To check out other topics related to this integration, click here.     



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