Using Hoopla in a Sales Department

Looking for an easy-to-use sales motivation tool?

  • As a sales leader, your time is spread across hundreds of responsibilities. It can be hard to provide hands-on coaching and motivation for your sales team. Hoopla offloads part of that by displaying leaderboards on TVs in your office, holding your reps accountable for metrics that you deem important.

Want to inspire focus and alignment around sales goals?

  • Broadcast important sales goals, and progress toward achievement. Keeping these goals front-and-center will keep your team aligned and increase performance where it matters most. You can track individual and team progress on outbound calls, scheduled demos, closed deals, and any other key metric.

Looking for an easy way to keep sales KPIs top-of-mind?

  • Key business data is often buried in your CRM. Even if it’s accessible on a dashboard, sales reps don’t take the time to look at it. Leveraging dynamic TV broadcasts, Hoopla makes it easy to communicate effectively across your organization and bring visibility to the metrics that drive your success as a sales team. Staying informed is as easy as glancing at the TV!

Want to promote an engaging and lively sales culture?

  • Can you name the last deal that was closed by one of your team members? Could you even guess when it happened? Hoopla Newsflashes can trigger off of events like a closed opportunity or a person hitting quota, ensuring that the whole team knows about it. Celebrating booked deals - big or small - builds an encouraging and motivating culture that keeps your team engaged.

 

Check out this demo channel for Sales to see Hoopla in action!

How to Create Your Own Sales Channel

  1. Sign up for a free trial or log in to your existing account.

  2. Follow these instructions to set up Hoopla with the Salesforce integration.
    If you don’t use Salesforce, follow these instructions instead.

  3. Once you define your Metrics, you can map them to Salesforce reports that you’ve created (or update them through another integration). Here are some Sales Metrics that are helpful to track:
    Metric Name Type Decimals
    Demos this Week Number 0
    Calls Today Number 0
    Sales Qualified Leads Number 0
    # Opps Closed MTD Number 0
    Pipeline Currency 0
    Revenue MTD Currency 0
    Average Deal Size Currency 0
    Quota Attainment Percent 0
    $ Remaining to Goal Currency 0


  4. Once you have the Metrics above defined, you can create these suggested Leaderboards:
    Type Name Metric 1 Metric 2 Members Watchers
    Player SDR Activity Demos this Week Calls Today Sales (team) admin
    Player Qualified Leads Sales Qualified Leads -- Sales (team)

    admin

    Team Sales Team Summary Revenue MTD # Opps Closed MTD Sales (team)

    admin

    Player Promising Pipeline Pipeline -- Sales (team) admin
    Player Salesapalooza Revenue MTD Average Deal Size Sales (team) admin
    Player Quota Busters Quota Attainment -- Sales (team) admin


  5. Define a couple Metric Newsflashes
    • Metric: Demos this Week
    • Trigger Criteria: Increases
    • Posting a Newsflash: post without requiring personalization
    • Default Message: Way to complete another demo! Let's chase that opportunity!
    • Players: Sales (team)
    • Watchers: add yourself!
    • Metric: # Opps Closed MTD
    • Trigger Criteria: Increases
    • Posting a Newsflash: post without requiring personalization
    • Default Message: Great job closing that deal! Keep up the momentum!
    • Players: Sales (team)
    • Watchers: add yourself!

    1. Sales Demo Completed
    2. Opportunity Closed
  6. Define a Quickfire Newsflash that will help you make on-the-fly announcements to your team over Hoopla TV and our web and mobile applications.
    • Name:Sales Announcement
    • Title on TV: From the Sales Team
    • Enabled Users: Sales (team)
    • Watchers: admin

  7. Define your Channel by clicking and dragging desired components into your Lineup. Within the Lineup sub-tab, you can select and configure Leaderboards and Extras (e.g., Countdown).
    Use our suggested Lineup as a template:




  8. Add Newsflashes to your Channel to celebrate important achievements or make on-the-fly announcements. Within the "Newsflashes" sub-tab, you should see your three Newsflashes you defined previously; click and drag them to the middle column, and configure the details.


  9. Add Ticker sources to your Channel. The Ticker is the scrolling text that runs along the bottom edge of your Channel. Here are some suggested sources to try:
  10. Broadcast your Channel.
    You will need a dedicated device attached to each TV that will display a Hoopla Channel. Check out our hardware requirements before purchasing devices.
    • TV Display Activation - Hoopla TV Activation gives Hoopla Admins the ability to control Hoopla TV Channels remotely, with the click of a button.  This process will also provide security for your Hoopla TV Channels and enable authorized devices - determined by the Admin - to play/view a Hoopla TV Channel.

 

Other Suggested Integrations

  1. Salesforce - automate metric updates by syncing with Salesforce reports. Create Streaming Newsflashes that trigger when an opportunity is closed, or a demo is scheduled. Manage users and teams dynamically, based on reports in Salesforce.
  2. Google Sheets - use bi-directional syncing to transform data from Salesforce into new metrics like conversion rates, month-over-month growth, quota attainment, etc. Enable Team syncing to track Team metrics like Average Deal Size, Team Quota Attainment, and more.
  3. Slack - post announcements to Hoopla TV from within Slack! Send out meeting reminders, kudos, and birthday announcements.
  4. Zapier - connect with hundreds of other internet apps to update Hoopla Metrics or trigger Newsflashes.
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