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TrackersĀ 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
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