Leaderboard in Velocify LeadManager is a dynamic tool that gives agents a real-time view of their performance. By tracking key performance indicators (KPIs), leaderboards help identify top performers and encourage friendly competition among team members.
The Power of Leaderboards
1. Real-Time Performance Tracking: Leaderboards provide an instant view of agent activities, helping managers and team members see who is excelling and who may need additional support.
2. Motivation Through Competition: By making performance visible, leaderboards encourage sales agents to push harder, creating a results-driven culture.
3. KPI-Based Rankings: Leaderboards update automatically as work is completed and metrics are recorded. The available metrics include:
- Total Contact Attempts: Measures the number of outreach attempts made.
- Speed to Contact Attempt: Tracks the time taken to make the first contact attempt.
- Total Contacts: Records the number of successful contacts.
- Speed to Contact: Measures the time between lead assignment and successful contact.
Creating a Leaderboard
To create a leaderboard, follow these steps:
- Navigate to the Administration Menu and select Manage Leaderboards.
- Click +Add New Leaderboard.
- Fill Out Leaderboard Details:
- Title: The leaderboard name visible to all users.
- Description: Internal details to help identify the leaderboard.
- Groups: Select users to be included (max of 10 per leaderboard).
- Metric: Choose a KPI to track.
- Time Frame: Options include Today, This Week, or This Month.
- Click Save to finalize your leaderboard.
Sharing Leaderboards
Managers and team members can share leaderboards easily:
- Navigate to Manage Leaderboards.
- Select Preview from the Options column.
- Copy the URL and share it with others. No restrictions apply to leaderboard visibility.
Viewing and Customizing Leaderboards
Leaderboards offer several features to enhance the experience:
- Animated Rankings: See real-time updates when rankings change.
- Podium Display: Special recognition for the top three agents.
- Personalized Profiles: Agents can customize their profile picture, nickname, and background image.
- Tiebreakers: In case of a tie, rankings are determined by agent ID.
Profile Customization
Agents can personalize their leaderboard presence by:
- Navigating to Preferences > My Settings.
- Editing their Leaderboard Profile, including:
- Profile Picture (JPG, max 10MB).
- Nickname for display on leaderboards.
- Shout Out message when achieving 1st place.
- Background Image for a unique look in the winner’s circle.
Why Use Leaderboards?
- Drives Performance: Creates a results-oriented environment.
- Enhances Team Engagement: Encourages competition and recognition.
- Improves Productivity: Sales teams stay motivated and accountable.
Leaderboard in Velocify LeadManager is more than just a ranking system—they are a powerful tool for fostering motivation, tracking performance, and ultimately driving sales success.
To learn more, click LeadManager Feature Overviews
