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Missed Opportunities

Customizable sales or call coaching (Missed Opportunities) along with overall Cluely scores to monitor ROI. Teams simply describe the ideal output, like sales score cards, and Cluely monitors how reps respond to prospect queries in real-time. After every call, Cluely summarizes a rep’s missed opportunities and tells reps what to do better next time.

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How It Works

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Real-Time Monitoring

  • Live Analysis: Cluely monitors how reps respond to prospect queries during calls
  • Customizable Criteria: Teams define ideal outputs and sales score cards
  • Instant Feedback: Real-time coaching based on predefined standards

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Post-Call Analysis

  • Missed Opportunities Summary: Comprehensive analysis of what could have been improved
  • Actionable Insights: Specific recommendations for better performance next time
  • ROI Tracking: Overall Cluely scores to monitor return on investment

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Accessing Missed Opportunities

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For Sales Reps

  1. Go to enterprise.cluely.com
  2. Navigate to My Activity
  3. Select a meeting note
  4. Click Missed Opportunities to view your coaching insights

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For Team Admins

  • Team Overview: See missed opportunities for all reps on your team
  • Performance Tracking: Monitor team-wide coaching metrics
  • ROI Analysis: Track overall team performance and improvement

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Setting Up Coaching

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Step 1: Define Ideal Output

  1. Describe your ideal sales process and outcomes
  2. Create sales score cards with specific criteria
  3. Set up coaching standards for your team

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Step 2: Configure Monitoring

  1. Enable real-time monitoring for sales calls
  2. Set up automatic analysis triggers
  3. Customize feedback parameters

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Step 3: Review and Improve

  1. Check missed opportunities after each call
  2. Implement suggested improvements
  3. Track progress over time

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Coaching Features

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Customizable Analysis

  • Sales Score Cards: Define specific criteria for evaluation
  • Team Standards: Set consistent coaching standards across your organization
  • Flexible Criteria: Adapt coaching parameters to different call types

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Performance Insights

  • Missed Opportunities: Detailed analysis of improvement areas
  • Success Patterns: Identify what works well for top performers
  • Trend Analysis: Track improvement over time
Set up specific, measurable criteria for your sales score cards to get the most actionable coaching insights from Cluely.

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ROI Monitoring

  • Overall Scores: Comprehensive performance metrics
  • Team Comparisons: Benchmark individual and team performance
  • Investment Tracking: Monitor coaching program effectiveness

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Best Practices

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For Sales Teams

  • Regular Review: Check missed opportunities after each important call
  • Team Alignment: Ensure all reps understand the coaching criteria
  • Continuous Improvement: Use insights to refine sales processes

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For Managers

  • Team Monitoring: Regularly review team-wide missed opportunities
  • Training Focus: Use data to identify common training needs
  • Performance Management: Track individual and team progress
Make sure your team understands the coaching criteria and how to access their missed opportunities to maximize the value of this feature.