Here's how to set up the teams that will work together within PowerStandings. Go to the Administrative tab and click Manage PowerStandings then PowerStandings Teams.
This will take you to a list of the current teams that exist in your system. From this page you can edit, delete, or create a new team. Click Edit next to an existing team you'd like to edit, or click Create New Team to continue to the page for editing a team.
Enter a name for the team in the Team Name field.
Using the Target KPIs field, select the KPI that is most important to you.
The Team Members section lets you choose which agents belong to this PowerStandings team by selecting from regular InsideSales.com teams. Notice that agents can only be a member of one team at one time. To make agents a member of the team, click roles to highlight them, and then use the arrow buttons to move them from "Available" to "Selected."
The Notification Type dropdown controls what kind of notifications agents will see as they use the PowerDialer. There are three settings:
None turns off all notifications for members of this team.
The Frequency dropdown allows you to determine how often notifications will appear to users. There are two settings:
From an administrative standpoint, setting the feature up is easy. On the Edit Team page, use the Notification Type dropdown in the Notification Setting section to select Adaptive.
Then click Save at the bottom of the page. That's it! Neural Notifications have now been enabled for that PowerStandings Team.
No two sales agents are exactly alike. The Neural Notifications feature tailors PowerStandings notification messages to your individual agents and their unique personality using survey results and performance indications.
For example, a notification can appear to an agent to let them know know that they've just pulled ahead of another agent in a challenge. For one agent it might read:
Your effort is paying off--you've moved ahead of [AGENT X] in the [CHALLENGE NAME] challenge.
...whereas for another agent, it could read this way:
"Making point-five, past light-speed . . ." -- You've just passed [AGENT X] in the challenge. Time to put some distance between you.
This system is designed to present notifications in a way that each agent will find appealing, helping them to stay engaged and motivated.
Keep in mind that in order for Neural Notifications to do their job, they'll need a little input from your agents. If they haven't done so already, when your agents sign into the PowerDialer they should recieve a request to take a brief personality survey. The results of this survey are used for a variety of research and feedback purposes.
Be sure to let your agents know that you want them to complete this survey. Along with other factors, this survey is influential in determining the types of notifications most compatible with their particular outlook.
If an agent clicks Cancel, they can move on and use the PowerDialer without completing the survey. They'll be given the opportunity to take the survey again the next time they sign into the PowerDialer.