Installing CompeteBot and other mandatory steps.
Compete Bot is a gamification and coaching bot for Salesloft and Slack. If your sales team uses both of these softwares, there's a good chance you've struggled to find an easy solution to keep your team engaged and up-to-date with the latest stats and metrics. Compete Bot helps keep sales teams engaged, in the know, and continuously improving.
Click the "Add to Slack" button on our home page. This will bring you to the Slack website where you'll then select an initial channel to install Compete Bot to. Select the channel, and hit 'allow'. Next, you'll want to authorize Salesloft. To do so, just click the 'authorize Salesloft' text on your screen and follow the directions. After you've successfully authorized both Slack and Salesloft, the bot should redirect you to Slack for more setup.
The first thing to you'll want to do after installing Compete Bot is to invite it to all of the Slack channels you want it to post to. Use the command
/invite @CompeteBot in the channel(s) of your choosing to do this.
For CompeteBot to work properly, it needs to know what you consider a "connected" call in Salesloft. Use the dropdown shown next to the first red arrow below to choose your connected disposition.
Lastly, CompeteBot needs to know which users in Salesloft you would like to see data from and send messages to. Use the select button shown next to the second red arrow above to choose your connected disposition.
Configuring the daily stats section
The daily stats feature of Compete Bot sends a message at the time of your choosing every day with basic stats across your entire team. It also includes an inspirational quote and (optional) trivia message. To use the daily stats message you'll need to set each of the following in the image shown below:
Configuring the success notifications section
The sales success notifications are meant for sending congratulatory slack notifications each time a new meeting (success) is booked. To use sales success notifications you'll need to set each of the following in the image shown below:
Configuring the sales retro section
The sales retro message is meant for sending a once-per-week message to your team with 3 calls to review per sales rep. You can choose the time and day to send the message as well as the sentiment for the selected calls. To use the sales retro message you'll need to set each of the following in the image shown below:
Configuring the call learning section
The sales learning message is meant to give you and your team quick access to call recordings (for review, coaching, etc.). You can choose the sentiment of calls you'd like to include in the messages, as well as the frequency to send the call recordings. To use the sales learning message you'll need to set each of the following in the image shown below:
Configuring the power hours section
The power hours feature is used to encourage friendly competition amongst your sales team. You can create prizes to win based off certain metrics, determine how many times per week to hold power hours, and also set how frequently prizes can be won. To setup power hour(s) you'll need to set each of the following in the image shown below:
To create a prize, click the 'create prize' button. Next, write a name for your new prize, select a metric, and then describe how the prize is to be won.
To delete a prize, click the 'delete prizes' button. Next, click on the ellipsis button next to the prize you'd like to delete and select 'delete'.
Configuring the meeting bounties section
The meeting bounties feature is used to encourage the reps on your sales team to target specific accounts. If they set a meeting with the named account, then they win a prize that you've set up. To setup a meeting bounty you'll need to set each of the following in the image shown below:
To create a bounty, click the 'create bounty' button. Next, write the name of the account (company) you're setting the bounty for, enter the Salesloft Account ID of the company (shown below), and then describe how the prize is to be won.
To find the Salesloft Account ID, click on the name of an account in Salesloft and you'll see that the URL bar in your web browser looks similar to the one shown below. The Account ID is the highlighted number below.
To delete a bounty, click the 'delete prizes' button. Next, click on the ellipsis button next to the prize you'd like to delete and select 'delete'.
Using the slash commands
/gong into any channel that has Compete Bot in it for a celebratory gong to unite your team upon success!
/leaderboard calls or
/leaderboard meetings or
/leaderboard emails into any channel that has Compete Bot in it for a quick leaderboard of call statistics (week to date), meetings booked (week to date), or email statistics (week to date).
/charts conversions or
/charts connections into any channel that has Compete Bot in it for a quick chart of conversion rates (connections to meetings booked) or connection rates (dials to connections made) week over week.
/success into any channel that has Compete Bot in it for a list of all call recordings of meetings booked (week to date).