Head on over to the Manage Teams link in your InsideSales tab. The basic idea for setting up a PowerStandings team is that we want to meaningfully group together your agents for comparison and competition. All team settings are designed to improve manager reporting, and give reps a better view into their own performance—both on their own, and in comparison to other relevant team members.
Let's look at each of the sections in more detail.
The standings bar appears on team members' record screens in the PowerDialer, and in a truncated form in the dialer side panel in Click-to-Call. Notice that the widgets are tied to a specific KPI. You can have up to five active widgets on a team's standings bar at a time.
There's three basic widget types:
To activate the standings bar in the Click-to-Call panel, follow these steps:
If you want it to appear on the sidebar on every tab and not just the home tab, follow these additional steps as well:
The Team Name field is self-explanatory, but let's talk about the Target KPIs. When you select one or more target KPIs, adaptive messaging and content is more likely to appear based on the selections.
As shown, membership on a team is controlled through the selection of Salesforce roles.
Team managers are designated Salesforce users who can manage team challenges, widgets, and notification settings without having to be a full-blown Salesforce administrator (Salesforce admins automatically have access to the PowerStandings team manager). Then a team manager is selected, he or she will be given access to the Manage Teams links.
By default PowerStandings will display periodic notices across users screens throughout the day based on activity. For example, if an agent takes the lead in a Challenge or daily KPI metric, the notification system would display a congratulatory message.
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.