Top 5 Things a Sales Manager needs to know about SPOTIO

After your SPOTIO account Workflow settings are complete and you’re actively working in SPOTIO, these are the Top 5 things a Manager needs to know in order to be successful on a daily basis.

1. How to view Reports and manage custom My Reports
2. How to create and manage Territories
3. How to use Filters, Layers, and Colorization
4. How to manage records in your Sales Pipeline
5. How to use Find my Team and Team Chat

Dashboard Reports

Activity and stage reporting allows you to see what is going on out in the field. Use Reports in SPOTIO to track the steps your Sales Reps are taking to move a record to a win. A lot of SPOTIO customers are looking to track the number of Visits per day a rep is completing - Reports in the Dashboard is where you will find this information. 

1. In the SPOTIO Web app, select the Dashboard menu.
2. Open the Filters panel.
3. Scroll down in Filters. 
4. Watch our Manager training for an overview of popular reports including our Account Overview, Activity Feed, Visits, Location Verification, and Activities reports.
5. You can also create your own My Reports with custom metrics, please review our My Reports overview.

How to Create and Manage Territories

Territory management is key to ensure that sales reps are assigned to their respective sales territories and focusing their efforts in targeted areas. You want to be able to focus your Sales Reps' attention on the areas of importance to you. 

• This article provides an overview of how to create and manage Territories.
• Record visibility is based on how your Account Admin has set your company's account permissions, your Reps may be able to edit all records in their assigned Territories or globally, or even delete records
• As a Manager, you may or may not be able to export records, or create and edit Territories by default. Please check with your Account Admin to verify if they have enabled these responsibilities for the Manager role. 

How to use Filters, Colorization, and Layers

Filters, pin colorization, and map layers provide you with easy options to change the view of your Map and records in your pipeline, allowing you to focus on what is most important for you to see. It can really make your life easier when you're out working in the field, making it easy for you to find the records you're looking for at-a-glance. 

• The following articles provide an overview of how to use Filters, Colorization, and Layers.

How to review records on the List and Pipeline views on the Web

Pipeline management is import for understanding how your Team is working. Combined with filters, your pipeline can become your go-to for coaching and development of your Sales Reps.

• This article provides an overview of how to manage records in your pipeline.

How to find and chat with reps on your Team

We also think it is critical to be able to use Find my Team and Team Chat. We want you to be able to communicate information quickly to your sales reps. 

• This article provides an overview of how to chat with your Team from the Web or Mobile app.
• This article shows you why Find My Team is beneficial, and how to use it.

If you know how to use these 5 features of SPOTIO, you'll know exactly how to manage for success.