Coach Phaseout

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What is Being Phased Out? The phaseout of Coach refers to the transition of its features from a standalone tab within the Vymo SPM platform to an integrated part of the performance tab. This includes all the current widgets and tools housed within Coach.

Where Will It Be Phased Out From? Coach features will be phased out from their original location in the app and will be reintegrated within the main performance dashboard for streamlined access. The transition within the Vymo app is focused on migrating various sales and performance management widgets to areas where they fit best functionally. The goal-centric widgets, which provide monthly numerical targets and achievements, are moving to the Performance Tab, aligning with its focus on detailed metrics and analytics.

The team engagement widget, which includes login percentages and location issues, is transitioning to the Hello Screen. This is to give users a quick overview of their team's status as part of the initial interaction with the app.

Activity-related widgets that summarize daily tasks and completions are also shifting to the Hello Screen. This change is intended to provide users with immediate access to actionable items upon logging in.

Lead management widgets, detailing numbers of premiums, new opportunities, and lost leads, as well as branches and contacts information, are now found in the Performance Tab. These widgets are inherently metric-driven and thus are integrated into the area of the app dedicated to performance tracking and analysis.

coach phaseout

Reasons for the Phaseout The phaseout is driven by the need to streamline the platform, reduce redundancy, and enhance user experience by consolidating key features into a single, more efficient interface.

Implications for Users and Coaches Users and coaches will experience a more integrated environment with improved navigation. While the fundamental tools remain, their presentation and accessibility will be refined.

As we continuously evolve to meet the dynamic needs of sales performance management, Coach is being phased out and its core functionalities are being integrated into the performance tab. This transition represents an advancement in our platform, ensuring that the insightful and empowering features of Coach continue to enhance user experience in a more streamlined and integrated manner.

The updated experience in the performance tab retains the essence of Coach, offering advanced widgets and tools that have been refined and optimized for modern sales teams. Users can now access these familiar features directly within the performance tab, benefiting from a more cohesive and seamless interface.

This guide provides an overview of the phased-out Coach and introduces the upgraded experience, highlighting how the core widgets and analytics tools are now part of the performance tab. Embrace the new layout and functionalities as we take a step forward in our commitment to providing intuitive and effective sales performance management solutions.

Welcome to Coach, an innovative feature of the Vymo Sales Performance Management platform designed to guide, empower, and enhance the productivity of sales teams. As a strategic tool, Coach is your digital mentor, providing insights, recommendations, and real-time data to sharpen your team's focus and drive sales effectiveness.

With Coach, sales managers, and teams are equipped with a powerful suite of widgets and analytics tools tailored to foster a culture of continuous improvement. The feature’s intelligent insights help you understand performance gaps, set realistic and challenging goals, and execute strategies that align with your company's growth objectives.

Differences from the Old Experience Unlike the old Coach, the new experience will be more integrated into the daily workflow, with a focus on ease of use and more relevant data display.

coach phaseout

Key Benefits of Coach phaseout

Personalized Dashboards: Customize your view with widgets that matter most to your role and objectives.
Goal Setting and Tracking: Set measurable goals for your team and track progress in real time, making adjustments for optimal performance.
Actionable Insights: Receive data-driven suggestions and alerts that help you prioritize tasks and coach your team effectively.
Performance Visualization: View performance trends and patterns with intuitive graphs and leaderboards, encouraging a competitive and results-oriented environment.
Activity Management: Provides a clear overview of sales activities, helping teams prioritize tasks and follow up effectively.
Lead Management: Offers insights into lead engagement and conversion potential, helping target high-value leads for better sales outcomes.
Partner Management: Delivers detailed information on partner interactions and performance, aiding in building stronger business relationships.

Old User Journey

Separate Coach Tab: Users had to navigate to a specific Coach tab to access insights and action items.
Dispersed Functionalities: Key metrics, team performance, and daily activities were spread across different tabs or sections of the app.
Multiple Steps for Access: Users may have needed to take additional steps to view their calendar, plan routes, or analyze performance data, possibly moving back and forth between different tabs.

New User Journey

Integrated Hello Screen: The Hello Screen now serves as a central dashboard, consolidating daily activities, team status, and action items in one place.
Streamlined Navigation: The need to switch tabs is reduced, as users can access most of the actionable insights and tasks directly from the Hello Screen.
Performance Tab for In-Depth Analysis: Detailed analytics, such as leaderboards and key metrics, are now located in the Performance Tab, providing a focused space for comprehensive performance review.
Enhanced Accessibility: Frequently used tools and reports are now available under Favorites, reducing search time and increasing efficiency.
Simplified Metrics View: Completed activities and prospect statuses are more conveniently presented, with easy-to-use filters for timeframes, enhancing the ability to track progress and outcomes.

coach phaseout

USER JOURNEY WHEN COACH PHASEOUT IS ENABLED NOT ENABLED

Refer to https://docs.getvymo.com/en/master-internal/topics/coach_hello/

USER JOURNEY WHEN COACH PHASEOUT IS ENABLED

Refer to https://docs.getvymo.com/en/master-internal/topics/spm_overview/