Improve
Make workers better
Lessons come from supervisors and from the coach. Nothing changes until a person accepts it, and every change can be tested before it goes live.
Suggested lessons
Newest first“Give the quantity break before asking about delivery timing.”
Quote follow-upsCoach · from 7 conversations this week
Tested in version 13 with the two below.
Accepted by Sam Ortega. It goes into version 13.
“When a buyer mentions a competitor's price, ask for the part and quantity first.”
Inside salesSam Ortega's note on a chat, 29 Sep
Written from a supervisor note.
Accepted by Sam Ortega. It goes into version 13.
“Don't offer a callback before giving the price.”
Morgan onlySam gave this as a live instruction twice this week
Suggested because the same instruction was repeated.
Accepted by Sam Ortega. It goes into version 13.
Active lessons · 8
Say what a price excludes, freight and tax, once.
Inside sales · since 22 Sep · from the coach
Offer the data sheet when a part is superseded.
Quote follow-ups · since 18 Sep · from Sam Ortega
Ask for the PO number before the ship-to address.
Order requests · since 14 Sep · from the coach
Latest test
DoneVersion 13 (with the 3 suggested lessons) against version 12 (live). 48 simulated conversations across 6 situations and 2 kinds of customer.
| Measure | v12 | v13 |
|---|---|---|
| Company goal steps | 4.1 | 4.3 |
| Customer objectives met | 81% | 88% |
| Service quality | 4.4 | 4.5 |
| Promises kept | 100% | 100% |
Promoting needs your approval. You can roll back at any time.
Try it yourself
Runs in a sandbox with sample accounts. No real customer is contacted.
Versions
Version 13
Draft · tested today
Version 12
Live since 22 Sep · Sam Ortega
Version 11
14 Sep