Service Manager Performance Review

    • Live Salesforce Data

      Add live Salesforce reports or list views to review documents, making it easy to quickly glean activities and performance.

    • Embedded Spreadsheets

      Organize and structure feedback so all parties can see and comment on the details with clarity and ease.

    • @mentions

      Just like Twitter and Facebook, @mention your teammate to bring their attention to specific parts of the document.

    Manage service agent performance with data and conversation.

    Give service agents a holistic view of their performance in one living document where you can detail, share, and discuss feedback. Manage ongoing performance reviews for individual service agents by combining live Einstein Analytics data, feedback prompts, and real-time discussions. Standardize the performance review process and make it both an in-person and asynchronous experience to help your agents improve over time

    This use case is available with Quip for Customer 360.

    • Live Salesforce Data

      Add live Salesforce reports or list views to review documents, making it easy to quickly glean activities and performance.

    • Embedded Spreadsheets

      Organize and structure feedback so all parties can see and comment on the details with clarity and ease.

    • @mentions

      Just like Twitter and Facebook, @mention your teammate to bring their attention to specific parts of the document.

    Recommended Templates See All Templates