Freshworks Marketplace

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OneTap

Improve performance of sales rep by coaching and bringing efficiency.
Published by Exponentia.ai Private Limited(about almost 2 years ago)
Version 1.0
Visit Site To Install
OverviewInstallation InstructionsPrivacy & Security
The app targets the sales reps and their managers as the primary users. It provides ability to the managers to coach their sales reps and bring more efficiency by first knowing where and who needs coaching and then by creating recommendations for sales reps who seem to be contributing significantly to a business problem. The app provides users to capture the conversations they are having with various stakeholders on direct line/phone call or in person in order to provide insights to both the sales reps and their managers on the quality of customer conversation. The quality of conversation is measures by the ML models that determine intent, sentiment, dialogue and coverage scores for conversations with respects to one lead or across all leads for an individual sales rep. The app collects sales activity related information from various apps like Freshsales, Google Calendar, Gmail, L&D to create a daily activity list for each sales rep so that they can have one place to know about all the things they have to do today. It provides options for sales managers to create activities and assign them to their reps as part of huddle tasks. App also provides users to access leaderboard and contests as part of the gamification for enhancing performance and app adoption. The reps and managers can view their performance with respect to their peers across various parameters defined by their managers for leaderboard. The managers can also create contests for their subordinates through built in contests templates which include Sales Poker, Raffle and Daily Winners. Besides the app, the content generated for the app is also delivered through WhatsApp by a bot to the sales executives making it very easier for them to access what they need and get notifications on priority actions and insights. One of the biggest challenges that sales organisations face today is the ability to record conversations their sales executives are having with their customers. The challenge gets magnified when it is a B2B set up. To overcome this problem, the app provides ability to record customer conversations on direct phone and in person which can easily linked to the leads in the CRM. Besides recording the conversations, the ML engines also analyse such conversations and provide sales reps and their managers with insights to improve the quality of discussion eventually leading to better conversion rate. List out your top three app features, the ones that make it stand out from other similar apps. Call out the app’s USP. [Preferably bullet statements.] 1. Conversational Analysis with ability to record the conversations on phone and in person 2. ML output of the conversational insights customised for each sales rep and managers 3. WhatsApp integration of app content with a bot to deliver it A use case: An example of exactly how, why and when a user/agent/admin will use this app. The app caters to use cases for primarily three personas – Sales Managers, Sales Reps, Data Admin Sales Managers: On a day-to-day basis, sales managers get recommendations about the performance of their team members. Sales managers can use this information to coach their reps and help them improve their performance. The information is delivered through recommendations after thorough analysis of each rep’s performance. Analysis of the conversations with the customers, help the managers talk about specific content a sales rep is failing to deliver while talking to the customers. Sales managers further define huddle tasks and assign them to their reps that are very easy to slip through the cracks Sales managers can create rule-based recommendations for their sales rep revolving around a set of KPIs and target those areas which require immediate improvement Sales managers can create leaderboard and contest parameters through the web app with ability to define customised calculation criteria which gets reflected in the mobile screens of the reps to ingest extra adrenaline for going an extra mile Further, managers get notifications on their WhatsApp number from a built-in bot which they can train themselves from the admin console Sales Reps: Reps get coaching in form of recommendations to do their daily activities related to deal pipeline management. They get information about the quality of conversations they are having with the customers with advice on how to improve those conversations along with actions that support enterprise-wide initiatives Sales reps get a list of all the tasks they have to do with clearly defined priority to plan their day. They get recommendations from their managers on how to improve their KPIs. They can keep a track of their performance with respect to their peers and enter into contests to gain extra by doing performing better at work Data Admins: Data admins can connect to the admin console and ingest the sales data for regular app content refresh. They can simply provide credentials to their underlying source systems and set up a data refresh frequency (batch and real-time) Coach your sales team to success

App Details

Categories
Productivity, Utility & WorkflowsCRM & SalesData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

1. Firstly, you need to download the apk file from the provided link. 2. Then you can transfer the apk file to android mobile. 3. You need to install the apk using any android package manager. 4. After installation, you can use the app with the proper credentials.

App Details

Categories
Productivity, Utility & WorkflowsCRM & SalesData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
Productivity, Utility & WorkflowsCRM & SalesData management & Analytics

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

Go to Developer Portal