To automate coaching, you have to know what coaching moments you want to look for. How do you know what these should be?
Depending on the maturity of your sales process and coaching program, you can use several approaches.
Approach | Process Maturity | Effort/Impact | Explanation |
Approach #1: Use Your Sales Process (Recommended) | Medium/High | Medium Effort / High Impact | Every sales organization has a sales process that defines what the sales stages look like, what the requirements are to enter each stage, and what types of activities are expected of reps.
Most of these rules can easily be translated into Truly. |
Approach #2: Tweak the Defaults | Low | Low Effort / Low Impact | Truly comes with a set of out-of-the-box rules that you can check out here for inspiration. These will run automatically once Truly is installed to give you a feel for how the software works.
|