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Articles and Product Tips – Team Management

Posted by Brady Anderson | April 14, 2020

Improve your team management and close more deals using these features.

Through these uncertain times, certain aspects of our solution have become more pertinent and applicable. We know that things will not always be the way they are now, but we want to help you use this time optimally so that you don’t take too much of a hit in the long run. These videos will show you how to update your sales materials, check on the past performance of your reps to help them in the future, as well as a new way to share company updates through our news feature so they are prepared to hit the doors when quarantine ends. 

Sales Tools (Android)

Two parts of a killer presentation are 1) preparation and 2) engagement. This video covers accessing sales materials such as your uploaded presentations, and the sketch board to draw up some new business ideas. While in quarantine this can be the best time to review the sales materials you have, and make sure they’re at their best and reflect your company well. If there are ideas you have to change your company game plan, you can use the sketch board feature to get your creative ideas out and shareable to others. 


Checking a leaderboard may not seem totally necessary right now if hardly anyone is knocking, but using this leaderboard feature you can go back to when your company was functioning normally and see the stats of your reps. This will help you in the future because you can identify and remedy problems with individual reps now by looking through their past leaderboard stats. You have the unique opportunity to try and fix any bad habits before your reps get back out in the field. 


Get News Out

If you’re worried about continuing company-wide updates through the COVID-19 quarantine, this is the remedy. News updates allow you to disperse information quickly to individuals, entire roles, groups, or your entire company. These are informative based company updates rather than conversation based.

Use these features to review and improve the way your team operates. It’s the perfect time to review your business plan,, reps, and communication. Try a demo now to see how we can help you.

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