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Suggestions2U™

One Click Coaching To Your Reps

Send a suggestion to your reps with the click of a button - Suggestions2U™

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How Does Suggestions2U Work?

Leverages SMS messaging and sophisticated, cloud based software to connect frontline managers with their sales teams

Facilitates effective real time coaching- without requiring the manager to join a meeting that is already in progress

This feature also allows managers to provide feedback to their sellers during the call review process or coaching sessions

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Let's dive Deeper into the Product

S2S icon

Clicking on the Lightbulb Icon in the upper right hand corner opens the Suggestions2U text box

Step 1 - Click The Lightbulb Icon

Step 1: Allows the manager to leave suggestions to their is real time without disrupting the call with a pop up message or whisper

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Step 2 - Provide Your Suggestion

Step 2: Takes call review to a new level, as managers can leave direct messages on specific parts of calls by lead record

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s2u

Here is the completed message that will be sent to the contact owner (sales rep) assigned to the lead

s2u3

Here is the updated Story So Far, which automatically repaints itself a second after the sales manager presses the OK button

s2u4

Clicking the note shown in the Story So Far causes the entire note to appear in a pop-up window, like this one

Step 3 - The Suggestion Is Stored

Step 3: After making the suggestion to the rep, it is stored back into the Story So Far as a note that the rep can click on to review. This ensures the rep sees all communications about their lead.

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These Tool Are Not Available In Your Current
CRM Or Sales Cadence Products!

Find out what makes us a valuable plug-in to your current technology stack!

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