Suggestions overview
Vymo: Personalized User Suggestions
Overview
Vymo offers personalized suggestions based on user activities such as closing a lead or meeting a partner. These suggestions, derived from rule-based evaluations, guide users toward their next optimal action, aiding them in achieving milestones or goals.
Vymo's suggestion system is a robust tool designed to streamline user workflows by providing timely and relevant recommendations. Tailored to fit your organization's unique needs, these suggestions are based on rule-based evaluations and user activities, aiding in goal achievement and milestone management.
How Suggestions Work
Vymo's suggestions are rooted in the standard definitions and attributes of leads, partners, activities, and goals.
Daily Limits for Suggestions
Each individual can receive up to 5 suggestions daily.
Configuring Suggestions
Suggestions in Vymo are versatile and can be tailored to fit your company's unique requirements. They can be set globally or for specific modules, with module settings taking precedence over global ones.
Fully Configurable Options:
- Time of the day or week when the suggestion should appear.
- Beginning and end of the day definition.
- Custom text for the suggestion.
- The target audience for the suggestion (agent, manager, or both).
- Consideration of partner tiers for suggestions.
Partially Configurable Options:
- While attributes for prioritization (hot, warm, cold) are fixed, their associated weights can be adjusted.
- Call-to-action (CTA) options are customizable to some extent. Users can select up to 3 options and modify their display text.
Non-configurable Options:
- The date and time format remain consistent as per the company's configuration.
- Suggestions always follow the First In, First Out (FIFO) principle.
- Suggestions are limited to partner activities, excluding leads and user activities.
What is a suggestion?
A suggestion in Vymo is a personalized recommendation or nudge provided to users based on their activities, such as closing a lead or meeting a partner. The purpose of these suggestions is to guide users toward their next optimal action, aiding them in achieving milestones or goals. They are rooted in rule-based evaluations using standard definitions and attributes of leads, partners, activities, and goals.
What does a suggestion consist of?
A suggestion in Vymo comprises several key elements: - Trigger Time: The specific time or event that prompts the suggestion. - Conditions: Criteria that define when a suggestion is relevant. - Message Content: Custom text forming the suggestion's body. - Target Audience: Specifies whether the suggestion is for an agent, manager, or both. - Configurable Options: Various settings that can be tailored, like time of day/week for the suggestion to appear, and call-to-action options.
What is the trigger time for a suggestion?
The trigger time for a suggestion in Vymo is defined by specific conditions or events, such as a user being within a certain distance of a lead or a lead remaining idle for a specified duration. These triggers are determined based on the user's activities and interaction with the system, impacting the timing and relevance of the suggestions.
What is the condition for a suggestion?
The condition for a suggestion is the set of criteria that determines its applicability. For example, a suggestion might only appear if a lead hasn’t seen any state change for a certain number of days, or if an agent is close to achieving a monthly goal. These conditions ensure that the suggestions are relevant and timely.
What are the stop criteria for a suggestion?
The stop criteria for a suggestion are factors that signal when a suggestion should be removed or terminated. For instance, a suggestion might stop showing once the user engages with it, or if the specific scenario prompting the suggestion no longer exists. This helps in maintaining the relevance and effectiveness of the suggestions.
What is the message of a suggestion?
The message of a suggestion in Vymo is the content conveyed to the user. It typically includes a clear, concise title and a subtitle or body text providing details or instructions. The message is crafted to be persuasive and straightforward, aiming to influence the user's behavior positively.
What is the call to action (CTA) for a suggestion?
The CTA for a suggestion is a specific action or response that the suggestion prompts the user to take. For example, it may encourage a user to engage with a lead or plan activities for a partner. The CTA aligns with the overall goal of the suggestion, guiding the user towards productive actions.
Who are the user personas for suggestions?
The user personas for Vymo suggestions include sales representatives, agents, and managers. Each persona has distinct attributes and needs, such as agents needing reminders for lead or partner activities, and managers requiring notifications for overseeing team performance.
What module types can suggestions be based on?
Suggestions in Vymo can be based on various modules, such as leads, partners, and performance goals. These modules provide the context and data necessary for generating personalized and relevant suggestions for the users.
What are the two types of trigger time variations?
The two types of trigger time variations for suggestions in Vymo are: - Based on User Activity: For example, when a user is within a certain proximity of a lead. - Time-Based: Suggestions that are triggered at specific times, like the end of the day (EOD) or the beginning of the day (BOD).
Machine Learning-Based Suggestions:
- Utilizes historical data for insightful engagement recommendations.
- Example: “Engage with [Lead Name] by 5 pm today for [Product/Service].”
Efficiency and Productivity:
- Suggestions are designed to enhance user efficiency and productivity.
- Tailored to individual roles, ensuring relevance and effectiveness.
Role-Based Suggestions
For Sales Reps:
Lead Suggestions:
- Nearby Nudge: Display leads located within x meters of the user.
- Next Best Action Nudge: Recommendations for the next step in the lead engagement process.
- Activity Update Nudge: A reminder to update self-assigned lead activities, typically sent at the start or end of the day.
- Lead Milestone Suggestions: Notifications about significant lead dates like renewals or birthdays.
- Idle Lead Suggestions: Alerts for leads that haven't seen state changes in a while.
Partner Suggestions:
- Partner Engagement Follow-up: Reminder when a partner hasn't been approached within x hours.
- Partner Activity Planning: Notifications to schedule activities for specific durations (day, week, month).
- Activity Update Nudge: Reminder to update self-assigned partner activities.
- Partner Milestone Suggestions: Alerts for significant partner dates.
These suggestions aim to assist Reps/Agents in managing their leads, partners, and performance goals. Here's a breakdown:
Who Will Get the Suggestion:
- This column specifies the target audience for each suggestion. In all the rows, this is "Reps/Agents," indicating that these notifications or nudges are intended for them.
What is the Suggestion About:
- Lead: Refers to potential customers or clients that the Rep/Agent is trying to convert into a sale.
- Partner: Likely refers to business partners or associates with whom the Rep/Agent collaborates.
- Performance (Goals): Refers to the achievement or progress of certain targets or objectives set for the Rep/Agent.
Nudge the User When...:
- This describes the specific scenarios or triggers under which the system will generate and send out the suggested notification to the Rep/Agent. For example, if a potential customer (lead) hasn't had any state change for a certain number of days, or if an agent is close to achieving a monthly goal.
Suggestion Type:
- Nearby Suggestion: Notifies Reps/Agents about leads located within a specific proximity to them.
- Next Best Action Suggestion: Offers recommendations on strategies or steps to enhance lead conversion.
- Idle Lead Suggestion: Alerts Reps/Agents about leads that have remained unchanged or unattended for a specified period.
- Activity Update (BOD/EOD/immediately) Suggestion: A reminder for Reps/Agents to update their activities related to leads or partners either at the beginning of the day, end of the day, or immediately.
- Lead Milestone Suggestion & Partner Milestone Suggestion: Reminds Reps/Agents about significant dates (like renewals or birthdays) associated with a lead or partner, respectively.
- Metric Risk Alert Suggestion: Informs Reps/Agents if they are at risk of not meeting a specific performance goal for the month.
- Metric Motivational/Positive Alert Suggestion: Sends a motivational message to Reps/Agents when they are close to or have achieved their monthly goal.
USE CASES
Nearby Suggestion (Lead)
- Who Gets It: Reps/Agents.
- About: Identifying leads that are geographically close to the user's current location.
- Trigger: When the system detects leads within a specified radius (x meters) of the user.
- Purpose: To enable reps to capitalize on nearby opportunities, enhancing efficiency and the possibility of lead conversion.
Next Best Action Suggestion (Lead)
- Who Gets It: Reps/Agents.
- About: Providing recommendations to increase lead conversion.
- Trigger: When a user requires guidance on the next step to take with a lead.
- Purpose: To assist reps in making strategic decisions to advance the sales process with potential clients.
Idle Lead Suggestion (Lead)
- Who Gets It: Reps/Agents.
- About: Alerting about leads that have not seen any recent activity or progress.
- Trigger: When a lead remains inactive or unchanged for a certain period (x days).
- Purpose: To prompt reps to re-engage with leads that might otherwise be neglected or forgotten.
Activity Update Suggestion (Lead/Partner)
- Who Gets It: Reps/Agents.
- About: Reminding users to update their activities related to leads or partners.
- Trigger: At specific times, like the beginning or end of the day, or immediately as needed.
- Purpose: To ensure that all lead or partner interactions are accurately recorded and updated in the system.
Lead Milestone Suggestion (Lead)
- Who Gets It: Reps/Agents.
- About: Reminding about important dates related to leads, such as renewals or birthdays.
- Trigger: Approaching significant dates for a lead.
- Purpose: To encourage personalized engagement with leads on important occasions, enhancing relationship building.
Partner Milestone Suggestion (Partner)
- Who Gets It: Reps/Agents.
- About: Alerting about significant dates related to partners.
- Trigger: When important dates (like renewals or birthdays) for a partner are near.
- Purpose: To maintain and strengthen business partnerships through timely and personal engagement.
Partner Engagement Follow-up Suggestion (Partner)
- Who Gets It: Reps/Agents.
- About: Encouraging re-engagement with partners who haven’t been contacted for a while.
- Trigger: If a partner has not been approached for a specified time (x hours/days).
- Purpose: To ensure continuous and consistent communication with business partners.
Partner Activity Planning Suggestion (Partner)
- Who Gets It: Reps/Agents.
- About: Assisting in planning sufficient activities with partners.
- Trigger: When a user has not scheduled enough partner-related activities for a given period (day/week/month).
- Purpose: To promote active and strategic engagement planning with partners.
Metric Risk Alert Suggestion (Performance/Goals)
- Who Gets It: Reps/Agents.
- About: Informing users if they are at risk of not meeting their set goals for the month.
- Trigger: When the system identifies a potential shortfall in achieving monthly performance goals.
- Purpose: To alert reps of potential performance issues, allowing them to adjust strategies to meet their targets.
Metric Motivational/Positive Alert Suggestion (Performance/Goals)
- Who Gets It: Reps/Agents.
- About: Providing positive reinforcement or motivation related to performance goals.
- Trigger: When a rep is close to achieving or has achieved their monthly goal.
- Purpose: To motivate and commend reps on their performance, boosting morale and encouraging continued success.
For Managers:
Lead Suggestions:
- Lead Activity Approval: Reminder to approve activities pending for over x days.
- Activity Update Nudge: Notifications to update self-assigned lead activities.
Partner Suggestions:
- Activity Update Nudge: To ensure partner activities are always up-to-date, managers receive reminders, usually at the start or conclusion of the day, to update any partner activities they're overseeing.
ML-Based Suggestions:
- With the influx of leads, prioritizing them becomes paramount. Vymo's Machine Learning model analyzes historical lead data to provide insightful engagement recommendations. For instance, these recommendations guide sales reps on how to engage with a lead effectively.
- Example: Engage with Mithesh by 5 pm today and introduce the Premium Health Plan product.
- Such ML-driven suggestions offer diverse recommendations, ensuring that sales reps receive varied and contextually relevant advice.
These suggestions are part of a system that aims to assist Managers in overseeing their team of Reps/Agents, monitoring their interactions with leads and partners, and assessing their performance goals. Here's a breakdown:
Idle Lead Escalation Suggestion (Lead)
- Who Gets It: Managers.
- About: Identifying leads with no recent activity or state change under their team's management.
- User Need: Managers need to know which leads have not been actively pursued by their team.
- Trigger: Activated in x hours/days if a lead's status remains unchanged.
- Purpose: To enable managers to proactively address stagnant leads and direct their team to re-engage or revise strategies.
Activity Update BOD/EOD/Immediately Suggestion (Lead)
- Who Gets It: Managers.
- About: Ensuring managers update the activities related to leads they are overseeing.
- User Need: Managers need to keep track of their team’s interactions with leads.
- Trigger: Immediate reminder for activity updates.
- Purpose: To maintain accurate and up-to-date records of lead activities.
Lead Activity Approval Suggestion (Lead)
- Who Gets It: Managers.
- About: Alerting managers to pending approvals on lead activities.
- User Need: Managers need to be aware of lead activities that require their approval.
- Trigger: Triggered when approval on a lead activity is pending for more than x days.
- Purpose: To ensure timely managerial approvals for smooth lead management.
Activity Update BOD/EOD/Immediately Suggestion (Partner)
- Who Gets It: Managers.
- About: Prompting managers to update partner-related activities.
- User Need: Managers need to monitor and record their team’s interactions with partners.
- Trigger: Immediate reminder for updating partner activities.
- Purpose: To ensure accurate documentation of all partner interactions.
Partner Engagement Escalation Suggestion (Partner)
- Who Gets It: Managers.
- About: Providing information about partners with no recent engagement changes.
- User Need: Managers need to oversee and manage partner engagements by their team.
- Trigger: Activated in x days if a partner has not seen engagement changes.
- Purpose: To assist managers in identifying and addressing potential issues in partner relationships.
Metric Risk Alert Suggestion (Performance/Goals)
- Who Gets It: Managers.
- About: Alerting about team members at risk of not meeting their monthly goals.
- User Need: Managers need to ensure their team meets performance targets.
- Trigger: Triggered when a risk of not meeting performance targets is identified.
- Purpose: To enable managers to support and guide team members who are behind in achieving goals.
Metric Motivational/Positive Alert Suggestion (Performance/Goals)
- Who Gets It: Managers.
- About: Notifying team members who have achieved or excelled in their goals.
- User Need: Managers need to recognize and motivate high-performing team members.
- Trigger: Triggered when team members achieve or perform well in their goals.
- Purpose: To encourage managers to commend and motivate their team, fostering a positive and productive work environment.