Welcome Salesloft Champions! I’m Salesloft-Rob, a West Coast CSM with experience aligning Sales and Marketing teams and leading high performance CS teams.
Salesloft’s Coaching capability helps teams facilitate a more effective coaching process by allowing users to establish their KPI tracking, giving managers a way to collaborate with their team in a more personalized approach, and measure rep performance against company goals.
As a best practice, we recommend two critical permissions Admins assign to managers. The first is Team View -- which allows a manager to view coaching data for users in their group's hierarchy in Salesloft.
The second is View Email Content -- which allows managers to view full email body content and reduce time spent tracking down content to review for 1:1 coaching opportunities.
Once Managers have these permissions established, they can use Coaching to empower their 1:1's with data-driven conversations and coach reps to business outcomes.
What are some of the Coaching KPIs you've established for your sellers?