Introduction: Coaching for Managers

How to utilize best coaching practices to get the most out of Truly data

Erol Toker avatar
Written by Erol Toker
Updated over a week ago

Traditional coaching approaches suffer from two problems:

  1. Finding Good Examples to Coach On: Most managers rely on reps to surface calls that they want to be coached on. If reps knew exactly which calls were 'good' or 'bad', they wouldn't need coaching in the first place; this means there is no guarantee they are getting help in the right areas. The alternative is manually sleuthing through activity reports hoping to find coachable moments, which eats up >50% of their coaching time.

  2. Limited Time: The average manager can devote 60 minutes of coaching time per week to each rep if they're lucky. This equates to less than 1% of a rep's total activities and less than a third of their deals.

Truly changes this by introducing automation into the coaching equation.

Coaching with Truly Automation

Once your admin configures Truly with the specific coaching criteria you want to look for, it automatically scans every deal/activity in real-time to find coachable moments. It then automatically labels each Salesforce object to make it easy to build reports and playlists on these insights.

This means managers get a broader view of how reps are executing and can be much more strategic in the areas that they want to coach on.

If you choose to, it can even automate low-level management activities like creating follow up tasks in Salesforce ("you haven't touched this deal in 10 days -- follow up pls") or triggering notifications in Slack.")

Head to our Tracker Library for more information on Coaching-Specific Trackers.

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