Attention Admins!
If you are looking to track the adoption of Clari Copilot within your team, then look no further. We are going to tell you HOW?
You will see a little graph icon on the top right labeled as “Activity dashboard” and this is where the crucial data lies that will help you understand which managers and reps are actually utilizing the platform and capabilities :
Your team’s usage stats are presented in two ways and you can easily filter for your own team or a specific user and your preferred time duration :
- Coaching -> View insightful stats on reviewed calls, game tapes created and comments made on the calls by managers.Ask the managers to get started with reviewing at least 1 call per rep per week and add comments while at it to share feedbacks and tips with the team members so that their 1:1s can be leveraged for high-value conversations rather than simply reporting and updates.
- Learning and Collaboration -> Get important stats on reviewed calls, game tapes watched and comments made by reps. Encourage them to be more efficient by utilizing Copilot’s AI generated summaries and action items to do follow-ups. Ask them to tag their managers to create a proactive feedback loop.
Secret Sauce😎
GAMIFY THE PROCESS 💪 -> We have seen gamification as the go-to-strategy for upping the sales enablement efforts across our customer base.Transform your company goals into trackable metrics and build a reward system around achieving results :
- Introduce SPIFFS.Reward your top performing Reps/Managers based on the most active call reviewer, top commenter, who created or watched the most no. of game tapes. Employee engagement increases when the incentives are worth the effort required to do well.
- Do the “Lunch and Learn Fridays” and ask everyone to add their best call snippet to a common Gametape folder and review it together as a team.
- Celebrate top performers and keep a tab on the Leaderboard which is a great way to keep your sales team in sync. If you need more stats around specific feature usage, reach out to your Customer Success Manager or Account manager.
And then come back to the Activity Dashboards tab to track outputs of your initiatives.
Happy Collaborating :)