Your sales superstars are now onboard and soon, thereâll be dozens of calls automatically transcribed and analyzed waiting for your review.
Letâs quickly walk you through accessing and reviewing your teamâs calls so you can coach them effectively.
Better sales coaching in less time
Weâve talked of how Wingman makes you a part of every sales call, so you can coach more effectively, and now, itâs action time!
Access your teamâs calls
As your sales reps come onboard, Wingman merrily tags along on scheduled calls to record, transcribe and analyze them for you. All of these sales calls are housed in the Team Call Log.
How to view all sales calls
Go to the Wingman web app (https://app.trywingman.com/) and click on Team Call Log (on the left). All recorded calls are listed on this page. Click to open one.
Review calls and share feedback
The âcall reviewâ screen is pretty intuitiveâour product team is ready to bet on this đâbut hereâs a short explainer.
How to review a call
Working with call recordings
On the left of the screen, you can review deal details (account info from your CRM) and key call metrics (talk/listen ratio, monologue duration and engaging questions).
In the center, you see the meeting video and transcript, with playback controls and speaker audio graphs at the bottom. Try navigating through a call recording using the audio graphs or by clicking anywhere in the transcript. Or hit the play button next to any speaker to hear only what they said and nothing else! Super useful when you need to review what your sales rep or customer said as you can skip any pauses in conversation as well as what other meeting attendees said.
On the right is what we like to call âsales coaching central.â This is where you review bookmarks, highlights, add/reply to comments, etc. Letâs see how in a little more detail.
How to share feedback
In any call recording, look to the right for the highlights (automatically detected by Wingmanâs AI) and comments section.
Navigate through the recording and, at relevant points, add a comment with your feedback. Tag your sales rep, so they are notified immediately.
When they reply/comment/tag you back, you are alerted immediately via the notification center on the top right. Say hello to precise, actionable and effective sales coaching.
Coach your reps with actionable comments on their sales calls
Need to review highlights and next steps from a meeting? Wingman automatically shows highlights on the right, but you can also search for keywords and phrases in the call transcript (Did they talk pricing? Competitor mentions?) to quickly review the next steps.
Find the right calls to coach on
Like we mentioned earlier, youâve only got so many hours in a day, and even in a small sales team, the sheer volume of calls to review can become a bottleneck real fast. Wouldnât it be nice if you knew exactly which calls you should focus your energies on? With Wingman, you can.
Creating a custom filter
Letâs say you want to see how your sales reps are handling pricing questions. Hereâs how to save a custom filter and get alerts for new matches:
In the Wingman web app (https://app.trywingman.com/, click on Team Call Log.
Click on More Filters to narrow down your list of call recordings based on length, competitor mentions, talk/listen ratio, categories, etc.
In this case, click on Contains Categories and then Pricing.
Too many search results? Try looking for a specific time period or minimum call length.
Now click the Save button at the top and give your custom filter a name.
Check the filter alert box to be notified when new call recordings match your filter criteriaâcalls where prospects asked pricing questionsâand start reviewing.
Understand whether your team is following the playbook
Setting up a sales playbook is great. Coaching your team is even better. But is your team following the process you so painstakingly set up? Are they asking the right questions on sales calls to qualify prospects accurately? How are they handling objections related to, say, budget or pricing concerns?
With Wingmanâs AI automatically analyzing your teamâs sales calls, critical insights into your sales repsâ performance are organized into a dashboard made just for youâthe Team Dashboard.
Letâs say you want to see if your reps are qualifying prospects for budget. No long list of steps to follow here! All you have to do is:
Go to Team Dashboard in the web app (https://app.trywingman.com) and click on Topics.
And voila! You can see how often the âbudgetâ is coming up on sales calls, by rep and overall. âïž
Wingmanâs Topics dashboard
What are Topics?
Think of Topics as keywords or phrases that come up when your reps talk to prospects that tell you whatâs happening on a call. Not sure what to track to begin with?
Not to worry! Wingman comes preloaded with the most popular topic categories such as Agenda Setting, Customer Goals, Blockers, Budget, Process, Authority, Timing, etc. So you can get started right out of the box.
Add a Topic
Adding a Topic is simple. You tell Wingman the topic to track with a few associated keywords or phrases to look for as it analyzes your teamâs sales calls. Hereâs a cool GIF (and step-by-step info if that doesnât work for you) of adding a topic:
Adding a Topic in Wingman
In the Wingman web app (https://app.trywingman.com/), click on Settings.
Under Admin Settings, click on Manage Topics.
You want to know if reps are qualifying prospects for budget, so add a new topic with the name âbudget qualificationâ and click Add Topic.
Under Semantically Similar Matches, type in a phrase or two for the topic that you want to track. For example, âdo you have a defined budgetâ, âhave you allocated a budgetâ, âhow costly is the problemâ are all ways to qualify for budget.
Wingman uses state-of-the-art natural language processing (NLP) systems to understand your input and find all phrases that mean the same thing. This is typically effective for longer phrases with four or more words.Need to track an exact phrase/keyword? Add it to Exact Matches and hit Enter. Repeat to add as many phrases as needed. In our example, we add âwhat is your budgetâ as an exact phrase match.
Finally, specify if Wingman should look out for these topics from your sales reps or customers, or both.
Whoosh! And weâre in the air! đ«
Wingmanâs AI-powered topics tracking and search filters make you a sales monitoring wiz and help you coach more effectively so itâs all clear skies ahead as you fly.
And we are in the air!