What is Compete Bot?

Compete Bot is a gamification and coaching bot for Salesloft/Outreach 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 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 or Outreach. To do so, just click the 'authorize Salesloft or Outreach' text on your screen and follow the directions. After you've successfully authorized both Slack and Salesloft/Outreach, 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 @CompeteBot 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

For CompeteBot to work properly, if you're using Salesloft it needs to know what you consider a "connected" call. Use the dropdown shown next to the first red arrow below to choose your connected disposition. If you're using Outreach, this is the exact same process except you'll be selecting the disposition for what is to be defined as a "success."

Setting the User Groups

Lastly, CompeteBot needs to know which users in Salesloft/Outreach 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 user group(s). Learn more about how to use these user groups in Salesloft and 'teams' in Outreach.

Basic Setup

The daily stats feature of Compete Bot sends a message at the time of your choosing every day with stats of your choosing 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:

• Check the "send message" checkbox
• Select an hour of the day to send
• Select a channel to post to
• Select the graphs you'd like to show in the daily message
• (Optional) Check the "send daily trivia" checkbox

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 cadence/sequence that your team calls on during a one hour period 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 a Salesloft cadence (or Outreach sequence) to use for the power hour (instruct your reps to make calls using just this cadence during the power hour)
• 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 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:

• 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 the exact Salesloft (or Outreach) Account name you're posting the bounty for, and then describe how the prize is to be won.

Deleting Bounties

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'.

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 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"

Type /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"

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