AI-Driven Sales Coach, Sales Management Playbooks, and More!

From AI-driven sales management assistance at your fingertips and standardized best-practice playbooks, to more customizations, here's what is new to Atrium in Q2 2023.

✨ Atrium Sales Coach is an AI-driven sales management assistant that provides contextual, practical metrics interpretation & with concrete coaching next steps to help sales managers, leaders, and reps quickly & easily improve team performance.

📋 Standardized Manager Playbooks: We’ve officially launched “Manager Playbooks” to align teams around a standardized & prescriptive manager playbook overlaid with AI sales management assistance to ensure the organization is effectively managing the sales funnel. 

 

Additional New Releases & Customization

• 👥 Know which reps are included in every calculation:  You’ll now see which reps are included in a team average, team total, or custom group calculation.
  
  
• 📆💫 Additional Timeframes on Individual Metrics Cards: You’ll now see more timeframes available on metrics cards.
  
  
• 🗓️ 📩 Further customize your Subscription Cadence: Whether you want biweekly emails or slacks or prefer them on the 61st day of the quarter. 😉
  
  
• 🗃️ Dashboard Tile Duplication Improvements: Tile Duplication without frustration–We’ve made it easier to find a duplicated metrics card while editing a dashboard.
  
  
• 💰 Currency Symbols & Conversion Improvements: Have teams in Phoenix, Frankfurt, and Fujian? More currency customization & conversion per user. 

Atrium Sales Coach

Atrium’s AI-Driven management assistant simplifies the challenging task of leveraging data for insights and effective actions by providing contextual, practical metrics interpretation & concrete coaching next steps to help sales managers, leaders, and reps quickly & easily improve team performance. 

Sales Coach for Individual Reps, Sales Teams, and Sales Leadership

Rep Sales Coach

Atrium’s Rep Sales Coach distills the top 3 focus areas for every rep, and delivers recommended actions, to both managers and directly to the rep themselves!

Dive into the Per Rep Analysis and Coaching Plans through the Rep Profile Pages.

Did you know? Sales Coach speaks to reps directly when they log in! 

 

 

Team Sales Coach

Atrium’s Team Sales Coach scans across all high priority alerts for all reps on a team, distills, and synthesizes patterns of behavior into three major opportunities for coaching & action.

 

 

Plan of Action:  Take effective next steps on Sales Coach insights through the recommended plan of action. 

Reps to be Worried About & Reps to Celebrate or Encourage: Know who’s struggling or excelling on the team, and  dive in further with individual rep performance analysis.

Pervasive Patterns Across The Team: highlight the positive and negative consistent trends across the whole team. 

Dive into the Team Analysis and Coaching Plans through the Team Profile Pages.

 

Leadership Sales Coach

More than one team? Flip between different Team Sales Coach Summaries from the dropdown to understand the performance of all your teams! 

 

✨  Where else can I find the AI Sales Coach? Look for the Sparkle! ✨ 

You can now find Atrium’s AI Sales Coach analysis on all Atrium insights.  This includes easy to understand insight interpretation and coaching on Single Metric Insights, Goal insights, Strategy Insights, Rep Profile Pages, Team Summary Pages, Leadership Summary Pages, and anywhere else you see the Sales Coach sparkle! 

 

 

Sales Coach Insights Delivered 📨

Sales Coach will also send licensed, sales-coach eligible leaders, managers, and reps a weekly digest of their current "Sales Coach" report. Never miss an important insight again!

 More on administering this in the automatic notifications support article.

Take your coaching to the next level with Sales Coach. 

Reach out to your CSM for an in-person tutorial or check it out  this short video! 

 

 

📋 Standardized Manager Playbooks

To help organizations consistently produce the down funnel pipeline needed to hit their numbers, we’ve introduced standardized manager playbooks paired with prescriptive AI sales management assistance. 

 

Based on proven best practices, Atrium’s playbooks with AI Sales Coach ensure that your reps and managers understand which metrics matter, why they matter, and what effective next-step actions to take.

 

First, Atrium continuously monitors the most relevant metrics for Activity, Pipeline Creation, Pipeline Hygiene, and Pipeline Velocity to ensure the teams are doing the quantity and quality of work necessary to generate more down funnel opportunities. 

 

Second, Atrium aligns the organization around standardized manager playbooks bucketed into three operating cadences:

 

🏆 Accountability Views

Are reps doing the work?

Focus on immediate action with weekly views of the controllable metrics! 

 

💰Results View

Is the team seeing results?

Track bi-weekly results at the individual & team level.

 

⛰️ Bird’s Eye View

Is the org seeing results?

Track monthly results at the team and org level.

 

Reach out to your CSM to implement your standardized Sales Management Playbooks and check out a tutorial here. 

 

 

Additional New Releases & Customizations:

👥 Know which reps are included in every calculation

It is now possible to quickly understand which reps are included in a team average, team total, or custom group calculation.

To see which reps are included in each data point on a graph, simply hover over the team or custom group name, or hover over the metric total number.

 

Reps included in a team average.

 

Reps included in a team total. 

 

And in the custom group selector, you can now hover the “i” to see who is included! 

 

 

📆 Additional Timeframes on Individual Metrics Cards

You now have more time frame options on metrics cards to answer your questions of trends in more detail! 

We’ve added your most requested additional timeframes: “Last X weeks” and “This month and last X months”.

 

📩 Further customize Subscription Cadence

Atrium now offers even more customization for well-timed reminders and insights–whether you want biweekly emails or slacks or prefer them on the 61st day of the quarter. 😉

Head over to your subscription center to customize your cadence! 

 

 

🗃️ Dashboard Tile Duplication Improvements

We’ve made it easier to find that duplicated metrics card when editing a dashboard.  The newly duplicated tile will now show up right next to the original tile, where it belongs!

 

 

💰 Currency Symbols & Conversion Improvements

Have teams in Phoenix, Frankfurt, and Fujian?  Choose your currency symbol and conversion rate—by company and by user!

Below is the same org, the same team, but from different users’ perspectives! 

 

 

Reach out to your CSM for assistance in customizing your currency per user and check out our support doc. 

 

 

If you want to leverage any of these Atrium features and need some help getting started, please reach out to your Atrium CSM!