Immediately after set-up, CoPilot begins processing your analytics and surfacing blind spots and weak areas. And if you have history tracking in place, CoPilot is able to analyze your historic data too.
Utilize tested and proven coaching recommendations with CoPilot’s Flight School: a series of enablement exercises designed to take the guesswork out of improvement. Where additional assistance is desired, CoPilot offers tailored Professional Services.
Quickly view who is improving and who needs attention. CoPilot’s coaching tool enables managers to spend less time combing through data and more time providing unbiased coaching. Opportunities to set and save goals increase accountability and promote progress.
Calibrate around individuals - level the playing field between ‘sand-baggers’ and overly optimistic team members. Gain clarity around quota achievement, commissions and promotion timelines (quickly answer: “Am I going to hit quota?”, “How much will I make?”). Have an open and honest dialogue about your forecast accuracy based on personal trends.
Quickly assess performance & answer pressing questions with CoPilot’s easy-to-read dashboard.
Continuously collects and correlates metadata from your phone and CRM systems to provide you with real time insights on how your teams and reps are performing. No manual data entry required.
Mitigate risks with push notifications that alert you when urgent attention is needed based on early-warning indicators.
Clearly see how much revenue potential is linked to improvement with opportunities for improvement quantified in dollar amounts.
Goal-setting is designed to take bias out of coaching. Individuals & managers can set goals and create an improvement strategy based on real-time performance and results.
We are inundated with tools to help us - as managers and individual contributors - to be successful. Some actually help -- and this is one of those. I’ve stopped relying on my gut (or my rep’s gut) to determine what we will work on. Now, it’s clear. Today, we are more closely aligned and working together.
Anthony S.
Manager