As a sales leader, you’ll love the visibility into deals, cleaner data for forecasting, and your reps getting back hours in their week for selling. Plus hopefully you will have more time for coaching.

Where you can value-add:

1. View for your team’s pipeline or accounts

Use your customized view in your pipeline meetings to update opp and account details or in your 1:1s for coaching and deal reviews. Save, star and share your best ones!

Learn more how to customize your pipeline views.

2. Create templates for your team

Create easy templates for your team to document important information and ask questions while they're on calls so the whole customer narrative makes it into your CRM.

Think about what your team should document for cleaner handovers and typical calls in the customer lifecycle. Templates for discovery calls (including fields to fill) and sales to CS handover are standards for AEs.

3. Whisper the playbook

Whisper in your team's ear while on calls using playbook cards that trigger based on the conversation flow. You could include competitive details, case study highlights, objection handling, value prop, or process tips.

Your team will be as confident on day 1 as they are on day 100 armed with the knowledge to answer any question in real-time.

Learn best practices on how to write impactful playbook content here.

-----------------------------------------------------------------------------------------------------------------------------

Want to learn more about Dooly?

Send us a message anytime in the chat in the bottom right corner.

-----------------------------------------------------------------------------------------------------------------------------

Did this answer your question?