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Manager Overview

As a Manager in SalesSavant, you're the bridge between organizational goals and rep performance. This guide explains what you can expect from the platform and how to use it to coach your team effectively.

What You'll See

Coaching Command Center

The Dashboard is your home base — it surfaces what needs your attention this week:

  • Top Priority: One AI-generated coaching priority for the team, with the action to take.
  • Team KPIs: Calls per day, closed-on-call rate, revenue per day, lead and call quality.
  • Missed Wins: Calls where the rep had a high-intent buyer but the deal didn't close.
  • Best Calls: Calls worth replicating, with a one-line summary of why they worked.
  • Critical Coaching: The reps who need the most support, with their top recurring objection and the patterns to fix.

Reps Drill-In

Click into any rep from the Reps tab to see their individual scorecard, action plan, recent calls, and how their numbers trend over time.

Team Calls

The Calls tab lets you browse and review every call from your team:

  • Full transcripts with AI-powered insights
  • Scorecard results for each call
  • Ability to add notes and feedback

Your Key Responsibilities

1. Regular Call Review

Make call review a consistent practice:

  • Review a sample of calls from each rep weekly
  • Focus on calls flagged by AI for coaching opportunities
  • Balance positive feedback with areas for improvement

2. Coaching Conversations

Use SalesSavant insights to drive meaningful 1:1s:

  • Reference specific call moments when giving feedback
  • Track progress on previously identified improvement areas
  • Celebrate wins and reinforce successful behaviors

3. Team Development

Take a strategic view of team performance:

  • Identify patterns across your team's calls
  • Share best practices from top performers
  • Adjust coaching focus based on scorecard trends

4. Roster Management

Manage your team's access and structure:

  • Invite new reps to the platform
  • Update team assignments as needed
  • Ensure everyone has the right permissions

Getting Started Checklist

  1. Explore Your Dashboard: Familiarize yourself with the Coaching Command Center, Missed Wins, and Best Calls.
  2. Review Recent Calls: Listen to a few calls to understand how insights are presented.
  3. Check Your Scorecards: Understand how your reps are being evaluated.
  4. Invite Your Team: Ensure all reps are on the platform (see Managing Your Team).
  5. Set Coaching Cadence: Decide how often you'll review calls and meet with reps.

Best Practices

Consistent Cadence: Review calls and coaching insights at the same time each week to build a habit.

Balance Feedback: For every area of improvement you identify, also highlight something the rep did well.

Use Specific Examples: Reference exact moments from calls rather than giving general feedback.

Track Progress: Note improvement areas and revisit them in future 1:1s to show progress.

Lead by Example: If appropriate, share your own calls or role-play scenarios using insights from top performers.

Related Guides

  • Getting Started
  • Managing Your Team
  • Rep Overview
  • Leader Overview

Questions? Email us at support@salessavant.ai