TrackersĀ are keyword identifiers that you can use to scan Conversations transcriptions.
Check out these best practice tips for leveraging Conversation Trackers
- 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."
- 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."
- 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.
- 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
- Managers can use tracker groups as a coaching tool to ensure important subjects are mentioned or to help reps eliminate crutch words.
- 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
- 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
- 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