Sales recognition, not only for closes
Recognise the everyday work, not just the biggest close.
A clap on a logged call, a pop-up for the week's top 3, and a post in the group when someone closes.
30 minutes. You choose the day and the time.
| In the feed |
|---|
| Farid Ismail reached a 12-week streak. 4 people gave kudos. |
| Priya Nair logged a close. 6 people gave kudos, and 2 commented. |
| Rachel Lim joined on Monday. 3 people gave kudos. |
| Daniel Tan logged a call. 2 people gave kudos. |
The meeting
Wins mentioned once in a meeting, then forgotten
Priya closes a deal. You mean to say something at the meeting, then the agenda runs over. Meanwhile, Farid has made 80 calls this week without a word from anyone. The people doing the dull work hear the least.
01Kudos
Give kudos on a logged call, not only on a close.
You scroll the team's day and tap Give kudos on Farid's entry. It's one tap, and you don't have to write anything. Your team can do the same on logged work, streak milestones and shared check-ins.
- Anyone who can see an entry can clap for it
- They get a push, and they can mute it
- A 6pm email rounds up the day's kudos and comments
- Farid Ismail, 1:40pmLogged a call
- Priya Nair, 1:15pmLogged a meeting
02The feed
See the milestones without anyone posting them.
Nobody posts their own streak, so it never gets mentioned. The feed posts a milestone by itself, at 2, 4, 8, 12, 26 and 52 weeks, and says when someone has just joined.
- New joiners get a line in the feed
- Someone on a streak doesn't have to post it
- Farid IsmailReached a 12-week streakPosted by itself
- Priya NairReached a 26-week streakPosted by itself
- Wei Ling GohHas just joined
03The top 3
Don't rely on remembering last week's top 3.
On Monday, the app ranks last week's points across the whole team. The top 3 see a pop-up at their next login, and nobody else does. You don't have to remember it.
- It's the whole team's top 3, not each group's
- Only those three see it, and the board is open to all
- Priya Nair1st across the team. Pop-up at her next login37
- Daniel Tan2nd. Pop-up at his next login22
- Farid Ismail3rd. Pop-up at his next login17
- Wei Ling GohNo pop-up. The board's still open to her.
04The risers
Show the risers beside the top of the board.
You've seen the same two names at the top for months, and the rest stopped looking. The board also shows Most improved and each person's 4-week best, so you can recognise a rep for beating their own numbers.
- Most improved is measured against their own last 4 weeks
- Each person has a 4-week best
- The weekly group post names the risers too
- Priya NairTop of the board. 4-week best: 4138
- Daniel Tan4-week best: 3127
- Farid IsmailMost improved, up on his own last 4 weeks23Beating his own numbers
05The group
Put closes and appointments in the group chat.
Your team reads the group chat, so that's where a win counts. Your admin can post each close and each appointment set to Telegram or WhatsApp. Both start switched off.
- Off until your admin turns it on
- A close post shows who, what and its figures
- Photos from the close go with it
Priya Nair closed. The post shows what, its figures and a photo.
Palby Sales Tracker, 11:42amOff until your admin turns it onGreat one, Priya.
Daniel TanFarid Ismail just set an appointment.
Palby Sales Tracker, 2:05pm
And the rest
Small things, and what kudos won't do
Goes well with
Stop letting the week's wins scroll away.
Bring the group chat you post wins in.
30 minutes. You choose the day and the time.
Before you clap
Not everyone wants the same recognition?
It might be for some. A clap is one tap and nobody has to give one, and each person can mute the push. If your team only cares about the group post, leave it at that.
There's no rewards store today. A contest can carry a prize line, and handing the prize over is up to you.
The pop-up goes to the three winners only. The board itself is open to the whole team.
Someone switched off the board stays out of the weekly post. Their teammates can still see what's in the feed.
They post, though a close post's words are written for an insurance agency today, with policy and premium.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.