What is it?
The Enablement feature enables onboarding and information dissemination for users in all business functions. It provides a consistent training experience for new hires and ongoing training by standardizing onboarding and coaching delivery, and measures achievements against goals.
When to use it?
Although you have an onboarding process in place, your managers have little visibility into reps' progress against their goals.
Without reinforcement of onboarding goals, reps consistently miss their milestones.
When launching new products or changing existing processes, enabling reps and measuring progress is a struggle.
Reps are not aware of the latest and most effective content to use in various scenarios while working on a live sales opportunity.
How is it set up?
To begin, go to the "Enablement" section on the Rattle web app and create a new workflow. There are three types of Enablement workflows:
Onboarding: Track reps' progress against their onboarding goals by setting up "milestones" with timely alerts to reps or managers on their milestone status.
Start by selecting the field that represents the joining date.
Create milestones for your onboarding program. Milestones can be of two types:
Instructions: Send an alert with a set of instructions on the day of the milestone.
Goal Tracking: Create a goal to receive alerts on the day of the milestone with the status of achievement against the goal.
Everboarding: Measure progress of reps against goals while introducing a new product or process. The setup is similar to an Onboarding workflow, with the only difference being a static "Start date".
Assistance: Send relevant content to reps in the context of the deal. Configure the conditions for when this alert should be sent out.