The Digital Adoption and Performance Platform

True North is designed to spotlight performance in the context of underlying behaviors. Viewing performance across multiple user metrics provides a more contextual snapshot of underlying performance issues that deserve more attention from managers and coaches.

True North allows for easy targeted profiles that focus on and reinforce specific behaviors or groups of behaviors. By emphasizing key behaviors, teams can move users towards more optimized habits, and therefore increasing the value to themselves and the organization.

True North provides instant visual feedback to how a user is performing against a business defined KPI. It captures what good looks like and then displays the user’s performance against that allowing managers and coaches to investigate further and help guide users to better outcomes.

True North allows for evaluation of user performance and metrics that cannot be calculated with out-of-the-box Salesforce reporting. Examples include percentage-based reports (% accounts with key fields missing) or metrics that rely on other metrics to be calculated. These would typically require a business team to export to excel or use an analytics platform like Tableau CRM.

True North provides trending for user performance as well as metrics that would otherwise require building complicated snapshot reports. Trending user performance over time allows teams to see progress based on driven initiatives.

Yes, True North can be configured to capture metrics on any object with the help of your admin and some configuration. The base metrics can be removed, updated, or added to as needed to match the KPIs most important to the business. Base configuration is designed for standard sales cloud users. Most organizations have business specific customizations that will require some adjustments to align metrics accordingly.

The Performance and adoption tool does much more than just report user analytics. The tool provides a comprehensive and visually efficient way to build and compare user performance against business defined KPIs and KPI standards.

The tool allows organizations to establish not only performance standards, but customize them based on user types, roles, geographies, or product lines. It allows for true apples to oranges comparison.

Additionally, the performance and adoption tool allows for trended performance over time to track a users’ progress towards established KPIs, and allows for progressively more advanced or targeted goal development to drive toward greater overall business success.

Every business is different and it’s definition of success is based on the unique factors, products, and geographies it sells or services.  Establishing business KPI and refined metrics are not turn-key processes that can be pre-packaged generically, but are unique to each organization and user role.

True North provides some basic templates that provide a basic starting point on some metrics to consider and easily customize. Ultimately you will need to tweak the numbers to make more sense based on selling cycles, geography size, and products. These kind of baseline metrics can be fairly quickly established by looking at existing key user metrics.