Whether you work in biotech or software development, telecommunications or ecommerce, are a sales executive, customer success team lead, head of operations or an R&D manager, Sidekick removes all blindspots and gives you full observability over your entire area of work. By monitoring connected apps and data sources, tracking and alerting you on important activity, summarizing important communications and content, and more, Sidekick supercharges your work game. Its adaptability to each user allows it to be leveraged in a variety of different use cases.
Today, we’re going to dive into how Sidekick is supercharging sales teams; from Sales Development Representatives and Account Executives to team leads, up to the Chief Revenue Officer.
Sales and business development representatives leverage Sidekick to efficiently manage their lead pipeline and coordinate with the sales team. SDRs can surface the details they need instantly by asking questions like show me a list of new meetings scheduled or meeting no shows from the last 30 days, which leads asked to follow up in Q3, how many new leads signed up from the campaign yesterday, how many leads from Q2 reached Demo stage, with the ability to schedule requests to be on a daily, weekly or monthly basis. Sidekick is also used to summarize slack channels or text heavy content, generate content like emails, or set up alerts such as when a certain client reaches a stage and reminders such as to follow up with a team member or prospect. All in chat form.
Take a look at just a few examples of how SDRs leverage Sidekick:
Sales executives use Sidekick for questions on the fly like asking how many opportunities were created this week, what opportunities have a close date this month, what is my average deal size, which opportunities are missing items, or what are some product use cases from an internal document uploaded, which prospects haven’t responded in 30 days, or recurring questions like send me a list of new leads or outreach responses every morning. Use Sidekick to also summarize slack channels or text heavy content, generate emails, or monitor prospect activity like asking to be notified every time a prospect or client is mentioned systems-wide.
Check out just a few example use cases Sales Executives use:
Sales team leads, directors, and VPs use Sidekick to remove blindspots and have full observability over all aspects of sales and pipeline health, instantly. Ask Sidekick for a breakdown of team and individual members’ performance with questions like how many meetings were booked for each sales executive in the past week or month, what is the average sales cycle, what’s the total pipeline amount per region, is the EMEA team hitting their target for this quarter, which opportunities are stuck in Discovery for more than 30 days. Stay in the know with customized alerts and updates; when major opportunities are won, stuck or lost, when actual vs target performance is achieved, or not, when certain clients complete onboarding and more. Upper management can also use Sidekick to summarize Slack channels or text heavy content.
See here how department heads and upper management supercharge their daily work:
Marketers put their Sidekicks to work to monitor and manage their demand generation campaigns and marketing pipelines. On the fly or scheduled on a recurring basis, get full observability over marketing activities by asking Sidekick questions such as how many new qualified leads came in the last 24 hours, which email from the holiday campaign performed best this week, or show me a snapshot of actual vs target performance for Q2. Leverage Sidekick to set up reminders instantly, let you know when milestones are achieved, summarize slack channels or text heavy content, or generate posts and emails.
Check out a few use cases for marketing team members:
These are just several examples of how to leverage your Sidekick. Remember, at Jigso, we are a community-driven company where our users and community of Sidekick’s biggest contributors; providing direct feedback, feature ideas and early testing. As we continue developing and our community grows, new use cases come up and features requested. Join us on this journey to make sure everyone has a professional Sidekick! If you haven’t done so already, give Sidekick a test drive and connect it to all your work apps to maximize its value.
Stay tuned for future articles on how Sidekick is supercharging teams in over 2,000 companies worldwide.