Rep Overview

As a Rep in SalesSavant, you have access to powerful tools for self-improvement and call preparation. This guide explains what you can expect from the platform and how to use it to elevate your performance.

What You'll See

Your Performance Dashboard

The Dashboard is your home view, scoped to just you:

• Your KPIs: Calls per day, closed-on-call rate, lead and call quality.
• Missed Wins: Calls where you had a high-intent buyer that didn't convert — with the moment that mattered.
• Best Calls: Your strongest recent calls, with a one-line note on what made them work.
• Action Plan: A scoped list of the things to focus on this week, generated from patterns across your own calls.

Your Calls

The Calls tab is where you review everything:

• Call History: Browse all your processed calls with full transcripts.
• AI Insights: Each call includes AI-generated analysis highlighting key moments.
• Scorecard Results: See how each call scored against your team's criteria.
• Search & Filter: Find specific calls by date, score, or keywords.

Scorecards

Understand what success looks like:

• See the scorecard criteria you're being evaluated against in Scorecards
• Understand what differentiates a great call from a good one

What SalesSavant Does for You

Automatic Call Processing

Once your organization connects Zoom or Fathom:

• Your calls are automatically transcribed and analyzed
• No manual upload required—just have your calls as usual
• Insights are typically available within minutes of your call ending

Objective Feedback

Get consistent, unbiased analysis:

• Every call is scored against the same criteria
• AI catches things humans might miss
• No more waiting for your manager to review every call

Self-Coaching Tools

Take ownership of your development:

• Review your own calls to hear how you sound
• Compare your approach to what the scorecard rewards
• Identify your own patterns and habits

Getting Started Checklist

1. Check Your Calls: Make sure your recent calls are appearing in the dashboard.
2. Review a Call: Pick a recent call and explore the transcript and insights.
3. Understand Your Scorecard: Review the criteria you're being evaluated against.
4. Identify One Focus Area: Based on your scores, pick one thing to work on.
5. Track Your Progress: After a few more calls, check if your scores improve.

Best Practices

Review Your Own Calls: Don't wait for your manager. Listen to your calls and read the transcripts to self-assess.

Focus on Patterns: One bad moment doesn't define you. Look for patterns across multiple calls.

Celebrate Progress: When you see improvement in your scores, take note of what you did differently.

Use Coaching Insights: The AI highlights specific moments—use these as concrete areas to focus on.

Prepare for 1:1s: Before meeting with your manager, review your recent calls and come prepared with questions or insights.

Learn from Top Calls: When you have a great call, note what made it successful so you can replicate it.

Understanding Your Scores

Your calls are scored based on criteria defined by your team:

• High Scores: Indicate you're hitting the key points and behaviors your team values.
• Lower Scores: Highlight specific areas for improvement—not failures, but opportunities.
• Trends Matter: A single call is just one data point. Look at trends over weeks and months.

Privacy & Transparency

• You can see all the same insights about your calls that your manager sees
• Scoring criteria are visible to you so you know exactly what's expected
• Use this transparency to take ownership of your development

Related Guides

• Getting Started
• Manager Overview

Questions? Email us at support@salessavant.ai