Moments™ Overview

Ensure reps say the right things during every conversation

Moments by is a virtual coach powered by patented technology that delivers real-time conversation guidance at the exact moment that reps need it, allowing expertise to be scaled across every live conversation to improve performance.

How does Moments™ benefit me?

Because 87% of SDR training can be forgotten within a week, Moments™ reinforces best practices and ramps new reps 50% faster. Struggling reps are empowered by Moments™ real-time prompts to effectively handle objections, coached to stick to specified talk tracks, nudged to follow best practices, and reminded to adhere to compliance requirements. Even the best reps benefit from Moments™ by receiving relevant information in real-time, based on the situational context of the conversation.

Any organization can deploy Moments™ to transform the quality and effectiveness of rep conversations towards more successful outcomes, whether it is increasing meetings booked, conquering sales quota, or enhancing customer support experiences. Make every rep your best rep.

How does Moments™ work?

Moments™ automatically joins and monitors every rep conversation. As the conversation takes place, Moments™ intelligently recognizes speech, detects patterns, and delivers timely guidance to the rep in the form of a real-time Notification.

When configuring Moments, Checklists and Notifications can be created, organized, and customized based on specific targeting parameters, triggering criteria, contextual data, and visual presentation.   

How can I get started?

Getting started with real-time coaching via Moments™ is done in just a few steps.

Step 1: Getting Familiar with Moments™

To start using Moments™ please see our Get Started and User Licenses guides. These will walk you through how to ensure you can access Moments™ within the Revenue app and ensure that your reps have access to its functionality.

Step 2: Configuring Moments™ for End Users

The Moments™ experience adapts to the roles and responsibilities of members of your team. You can see how the Moments™ experience helps supervisors set up coaching strategies for their teams and how agents can now have a supervisor on each and every call to help guide them to a positive outcome. 

Step 3: Create your first Notifications

Now that you can access moments it's time to start to create your first notification or checklist to automate coaching based on situational context. You can create new notifications or checklists from scratch or use one of our best practice templates to get you started. 

Step 4: Understanding the Moments™ Experience

The Moments™ application is accessible in various form factors and goes where reps are to ensure that they never miss a coaching moment. Reps can receive real-time Notifications within the RingDNA Dialer powered by the Moments™ App, within the browser directly in the Moments™ App for Web, directly within the Microsoft Teams app, or within the Moments™ App for Desktop.

Each of these experiences provides reps with the ability to interact with notifications and checklists to help drive their conversations to positive outcomes by being instant experts and capturing the information needed to push a deal forward. Supervisors can be alerted to critical conversations based on supervisor notifications that quickly allow them to join the conversation.

Within the Moments™ application, users can also view information about each participant who is part of a conversation, and capture critical information back to Salesforce associated with a call or video meeting, and view a live transcript of the conversation in real-time. 

Step 5: Tracking Success of Moments™

With notifications and checklists helping to influence your reps to success, you can leverage our wide array of Moments™ dashboards to quantify the effectiveness of your notifications and track how behaviors change over time.

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