Once a coachable moment is detected, Truly will automatically log the event to allow you to report on it at a later time (eg: how often is Erol using the ACE framework in opening his calls?)
But sometimes, you want may want to trigger an action that reduces the managerial burden. Here are a series of automations used by one client to lead more effective deal reviews:
If an opportunity hasn't been updated in a week, update a field called 'stale' so the manager doesn't waste time on out of date deals
If an opportunity has gone cold for > 21 days and we've followed up 6+ times, automatically closed/lost the opportunity so the rep doesn't waste time on it.
If a deal is past the proposal stage and a new competitor is mentioned for the first time, send an email notification to the manager about the deal risk.
The types of automation available are summarized below (more details here)
| What it does | Examples |
Update CRM Record | Updates a record as a part of an existing process | Update the deal stage
Update the forecast stage
Update the 'suggested next step' field with prescriptive guidance
Tag the opportunity with a value to make later analysis easy. |
Send Notification | Send Notification | Trigger a notification in Slack/MSFT Teams to the rep with a warning
Trigger an email notification to a call review email alias. |
Create a follow-up task | Creates a specific follow up task for the rep to follow | If the rep hits a voicemail, create a follow-up task 3 days in the future. |