What is Compete Bot?

Compete Bot is a gamification and coaching bot for Salesloft/Outreach/HubSpot and Slack. If your sales team uses either 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.

Installing Compete Bot

Click the "Add to Slack" button below. 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 or Outreach. To do so, just click the 'authorize Salesloft, Outreach or HubSpot' text on your screen and follow the directions. After you've successfully authorized both Slack and Salesloft/Outreach/HubSpot, the bot should redirect you to Slack for more setup.

Adding to Channels

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 @SalesCompete in the channel(s) of your choosing to do this. For example, we like to setup the channels "#sales-learning" for call recordings to post to and "#sales-success" for notifications of meetings being booked.

Setting the "Connected" Disposition(s)

For SalesCompete to work properly, if you're using Salesloft it needs to know what you consider a "connected" call. Use the multi-select button shown next to the first red arrow below to choose your connected disposition(s). If you're using Outreach, this is the exact same process except you'll be selecting the disposition(s) for what calls are to be defined as a "success". For HubSpot you'll need to set both.

Setting the User Groups

Lastly, SalesCompete needs to know all of the possible users in Salesloft/Outreach/HubSpot you would like to pull data for. Use the select button shown next to the second red arrow above to choose your user group(s). Learn more about how to use these user groups in Salesloft, 'teams' in Outreach, and 'teams' in HubSpot.

Basic Setup

The daily reports feature of Compete Bot sends a message at the time of your choosing every day with stats of your choosing for the team(s) of your choosing. The report also can include extras (shown at the bottom) such as any open goals you may have, challenges, meeting bounties, and an inspirational quote to kick the day off on the right start. You can setup as many reports as you'd like. To create your first report, click 'Create Daily Report' shown in the image shown below:



Once you click this button, the following modal (seen below) will appear. Fill out the form options and click 'Submit'.

• Report name (must be unique)
• User group(s) to pull data from in Salesloft, Outreach, or HubSpot
• Time range (current options for the current week, yesterday, and today)
• Time of day to send report
• Channel(s) to send report to
• Select the graphs you'd like to show in the daily message
• (Optional) Any extras (such as displaying any open goals, challenges, bounties, and an optional inspirational quote)

What does this message look like?

Basic Setup

The custom leaderboard (CompeteScore) is a custom activity weighting system defined by you to gauge rep productivity. The leaderboard can be sent daily to a channel of your choosing or by typing /leaderboard custom into any Slack channel. To setup your custom leaderboard you'll need to set each of the following in the image shown below:

• Check "send custom leaderboard message" on
• Select the hour of the day to send the leaderboard
• Channel(s) to send report to
• User group(s) to pull data from in Salesloft, Outreach, or HubSpot
• Lastly, click the "setup weights" button to pull up the weights modal (also shown below)

For the activity weights, we suggest choosing heavier weights for more important activities such as meetings and successful calls. For higher volume activities (such as calls and emails), we suggest choosing lighter weights.

What does this message look like?

Basic Setup

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:

• Check the "send notifications when calls are marked as success" checkbox
• Select a channel to post to

What does this message look like?

Basic Setup

The sales retro message is meant for sending a once-per-week message to your team with 3 calls to review per sales rep. This is helpful for virtual call reviews or to stay on top of your reps from afar. 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:

• Check the "send weekly sales retro message" checkbox
• Select a day of week to send
• Select an hour of the day to send
• Select a channel to post to
• Select the sentiment to use for the selected calls
• Select the way to sort the selected calls (only 3 calls will be selected per sales rep)

What does this message look like?

Basic Setup

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:

• Check the "send call learning messages" checkbox
• Select a frequency to send
• Select the sentiments to include for posted call recordings
• Select a channel to post to

What does this message look like?

Basic Setup

The power hours feature is used to encourage friendly competition amongst your sales team. The point of a power hour is to have a dedicated 60-min period where your team calls prospects (from specific cadence(s) or just in general) in the hopes of winning a prize determined by a pre-defined goal.

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:

• Check the "hold power hours for the team" checkbox
• Select a channel to post to
• Select the Salesloft cadences (or Outreach sequences) to use for the power hour optional
• Select the day(s) of week to hold the power hour(s)
• Select an hour of the day to hold power hour(s)
• Select the prize frequency (you can determine the winner after each power hour or after the last power hour)
• Select the prize(s) to use for the power hour(s)
• To create or delete prizes, see the instructions below
• To send slack notifications every time a call is connected during a power hour, check the "display a notification each time a call is connected" checkbox

Creating Prizes

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 (example prize: "$50 via venmo").

Deleting Prizes

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'.

What does a power hour message look like?

What does a call connected notification look like?

Basic Setup

The challenges feature is used to setup 1 vs. 1 and team vs. team games based on a specific metric (such as calls placed, meetings held, etc.). Challenges come in two different flavors -- cumulative score and top (individual) score. You can create as many challenges as you'd like and can even set them up from any Slack channel just by typing "/challenge". To get started, visit the challenges section of the home page:

Creating Challenges

To create a challenge, click the 'create challenge' button (or use the "/challenge" slash command from any channel). Next, choose a metric for your challenge, the game type (cumulative means the score from each team is combined, top score means it's the top performer who wins), challengers, challengees, the deadline, a message, channel to post to, and an optional prize to win.

Deleting Challenges

To delete a challenge, click the 'active challenges' button. Next, click on the ellipsis button next to the challenge you'd like to delete and select 'delete'.

What does a challenge created notification look like?

What does a challenge over notification look like?

Basic Setup

The goals feature is used to setup targets across various performance metrics such as conversations held, meetings booked, emails replied to, and more. Goals have both a deadline and an optional prize that you can specify. You can have as many goals as you'd like and they can be one-off or repeating. To setup a new goal you'll need to set each of the following in the image shown below:

• Select a channel to post to
• To create or delete goals, see the instructions below

Creating Goals

To create a goal, click the 'create goal' button. Next, choose a title for the goal you're creating, enter the performance metric to use, a target number to reach, a deadline, and whether the goal is to be for your whole team or any single individual to hit. You can also now choose to make a goal repeat every day or every week.

Deleting Goals

To delete a goal, click the 'view all goals' button. Next, click on the ellipsis button next to the goal you'd like to delete and select 'delete'.

What does a goal created notification look like?

What does a goal won notification look like?

Basic Setup

The alerts feature is used to notify you when an individual rep or your team is falling behind on a pre-determined metrics target. You can setup as many alerts as you'd like.

Creating Alerts

To create an alert, click the 'create alert' button. Next, choose a title for the alert you're creating, enter the performance metric to use, a minimum threshold to use (below this an alert will fire), whether the alert is to be for your whole team or any single individual to hit, the user group(s) to monitor, alert time period (day/week/month), timing to send the alert, and lastly the channel.

Deleting Alerts

To delete an alert, click the 'view all alerts' button. Next, click on the ellipsis button next to the alert you'd like to delete and select 'delete'.

What does an alert notification look like?

Basic Setup

The meeting bounties feature is used to encourage the reps on your sales team to target specific accounts or account tags. If they set a meeting with the named account (or an account with one of the tags you've listed), 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:

• Select a channel to post to
• To create or delete bounties, see the instructions below

Creating Bounties

To create a bounty, click the 'create bounty' button. Next:

• choose a title for the bounty you're creating
• enter an exact Salesloft (or Outreach/HubSpot) Account name or a comma-separated list of account tags
• lastly, describe the prize to be won

Deleting Bounties

To delete a bounty, click the 'view all bounties' button. Next, click on the ellipsis button next to the bounty you'd like to delete and select 'delete'.

What does a meeting bounty created notification look like?

What does a meeting bounty collected notification look like?

"/gong"

Type /gong into any channel that has Compete Bot in it for a celebratory gong to unite your team upon success!

"/leaderboard"

Type /leaderboard into any channel that has Compete Bot in it for a quick leaderboard of call statistics, meetings booked, email statistics, and more. You can also choose to view metrics by the day or the hour.

"/charts"

Type /charts conversions, /charts connections, /charts replies or /charts prospects into any channel that has Compete Bot in it for a quick chart of conversion rates (connections to meetings booked), connection rates (dials to connections made), email reply rates, and gross number of prospects added to cadences/sequences over time.

"/success"

Type /success into any channel that has Compete Bot in it for a list of all call recordings of meetings booked (week to date).

"/goals"

Type /goals into any channel that has Compete Bot in it for a list of all outstanding goals you've setup.

"/meme"

Type /meme into any channel that has Compete Bot in it for a random, on-demand hilarious sales meme.