Best Practices for Creating Trackers

Trackers are keyword identifiers that you can use to scan Conversations transcriptions.

Check out these best practice tips for leveraging Conversation Trackers

1. Use Specific Keywords and Phrases:
   • When creating tracker terms, use specific keywords and phrases that are relevant to your goals. Avoid using generic terms that may result in too many false positives.
   • Example: Instead of using "price," use "discount" or "cost savings."
2. Group Related Terms Together:
   • Create tracker groups that contain related terms. This helps in organizing your trackers and makes it easier to analyze the data.
   • Example: Create a tracker group for "Objections" that includes terms like "too expensive," "not interested," and "no budget."
3. Use Trackers for Coaching:
   • Managers can use tracker groups as a coaching tool to ensure important subjects are mentioned or to help reps eliminate crutch words.
     1. Example: Create a tracker group that includes "so" and "and" to help a rep become more aware of their speech patterns.
   • Source: Conversations Admin Checklist
4. Monitor and Update Trackers Regularly:
   • Regularly review and update your tracker terms to ensure they remain relevant and effective. This helps in capturing the most accurate data.
   • Source: Manage Tracker Settings
5. Use Trackers for Quantifying Feedback:
   • Trackers can be used to quantify feedback and monitor how often certain objections arise or how reps handle specific situations. This data can provide actionable insights.
   • Example: Set up trackers to monitor how often a particular objection arises and evaluate how reps handle it.
   • Source: Best Practices from Salesloft Webinar on Conversation Intelligence
6. Ensure Trackers Are Enabled:
   • Make sure that your custom trackers are enabled and that the "Tracker Terms" are set correctly in your Salesloft settings.
   • Source: Manage Tracker Settings