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    Intro to Coaching
    • 16 Jun 2024
    • 1 minute read
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    Contents

    Intro to Coaching

    • Updated on 16 Jun 2024
    • 1 minute read
    • Contributors
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    • PDF
    Article summary

    Coaching provides statistics derived from various data points, including customer interactions and manager coaching activities. Users can access coaching data for individual team members or teams, filter it by time period and call types, and more. The Coaching Inbox feature allows users to track help requests and coaching needs, review past coaching activities, address current attention needs, and prioritize important calls. The platform also offers coaching metrics to track recent coaching efforts and identify team members requiring assistance. Additionally, users can manage scorecards to establish consistent and measurable call ratings across the company.

    Coaching displays coaching statistics calculated from a range of data points, both from customer interactions and manager coaching activity. You can see coaching data per team member or team, view it according to time period and types of calls, and more.

    Sales_coaching_inbox_tab

    Go to:

    • Coaching > Coaching Inbox to see who's asking for help and who needs coaching. See past coaching activities, so you know who needs attention now, view open requests for feedback, and go straight to the calls that matter. Read more

    • Coaching > Coaching metrics to review who you've recently coached and see who on your team needs some help. Read more

    • Coaching > Mange scorecards to create and manage company scorecards to enable consistent, measurable ratings for calls (for business admins only). Read more

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