Managing Features within Ambition
Below is a comprehensive list of Ambition features that are included across product packages (Recognize, Gamify, Coach, Pro, Enterprise).
Depending on your Organization's package, each of these features can be toggled on/off within the Manage Features page.
1. Open the left-hand navigation and click Administration > Features.
Under the Features tab you will have access to viewing Package contents, Enabling and Disabling Features, and Viewing your Organization's Limits.
1. Open the left-hand navigation and click Administration > Features.
2. Click on Features.
3. Locate the desired Feature, and toggle Enabled to On or Off.
If you are trying to enable a Feature that is listed as LOCKED, reach out to your CSM or email@example.com for more information!
4. Click the Update Features button to save your changes.
Overview of each feature, sorted alphabetically:
An Accolade is an Organization defined achievement represented in Ambition. Accolades delivers the ultimate flexibility to sales teams, supporting both rewards programs that are automatically derived from metrics and programs that are manually derived at a manager’s discretion.
Accolades: Social Sharing 🐦
Accolade achievements can be shared externally! When activated, each achievement generates a third party URL. Turning on this feature provides an external share link which can be shared to LinkedIn, Twitter, Facebook, Email, and more. This is an org-wide setting.
Ambition Analytics drives insights to help sales leaders build strong sales teams - that drive real revenue. Ambition offers a variety of options for accessing, visualizing, and deriving actionable insight from your data.
This platform includes spreadsheets, graphs, histograms, and quadrants.
Analytics Saved Reports 💾
Instead of bookmarking frequently visited reports, you can save them directly in Ambition for frequent return visits. Users can save spreadsheet, graph, histogram, and quadrant reports.
Employee Asks is a simple, performance-centric system where employees can make asks and managers can take action. Coaching, Competitions, Goals, Accolades, Edits, you name it. Everything is powered by your company’s data, trackable, exportable, critical to ensuring culture is exactly where you want it.
Ambition Coaching is made up of 3 key components that work together: Check-Ins, Action Plans, & Notes. This platform brings Managers and Contributors together in more data-driven, prepared and effective 1:1 coaching sessions. These can either be hosted through one-off check-ins or through recurring programs, which are essentially recurring check-ins.
Coaching: Check-In Ratings ⭐️
When a coaching session is closed out, each check-in has an optional rating (these ratings are scored on a 1-5 point scale). Ratings provide an outlet for managers to give feedback directly to their employees.
The default rating categories for check-ins are Preparedness, Engagement, and Coachability. However, these can be customized to fit your needs.
Coaching: Check-In Templates ☑️
Administrative users can also build templates that can only be used for one-off check-ins. For example, if managers are frequently coaching reps on their call performance, an admin user could build a template that requires each manager to use the same basic template for their check-ins. These templates can be editable or locked.
Coaching: Managed Programs
Managed Programs are a distributed Coaching Program for multiple managers and their employees. These programs are centrally managed, so any changes you make will cascade down.
Managed Programs are great for:
- Sales Enablement, Sales Leadership, Human Resources
- Promoting top-down accountability, alignment, consistency
- Ensuring compliance and oversight
Coaching: Program Templates
Most managers want to coach, but they don't always know where to start. Templates help de-stress the situation, turning any manager into a prepared & effective coach.
Coaching Program Templates are true to the term template. Admins can build out the structure of the coaching program (questions, key metrics, etc.) so that when a manager is ready to initiate a coaching program, they can select the pre-built template as a basis for their program.
Ignite the competitive spirit on your sales floor, creating fun (and accountability) at the same time. By running strategic competitions, sales leaders can quickly and easily drive performance against KPIs, encouraging lasting behavior changes that make reps stronger sellers in the long term. There are two Competition frameworks available: Challenge and Fantasy.
Competitions: Fantasy 🏈
Fantasy allows your Organization to draft into Teams and compete over a "season" comprised of weekly head-to-head matchups.
At the end of the "regular season" the top four Teams (determined by regular season wins + tie-breakers) will compete in a two week "Playoff" bracket, while the rest of the competitors participate in a consolation group.
A Dashboard exists for every User, Manager, & Group within Ambition (Role, Team, Location). On a dashboard, users have insight into scorecards, metrics, coaching, competitions, accolades, and more.
Users can set a custom GIF to add extra personalization to their profile image, presence on Leaderboards, for being the top 3 in a competitions, and in Ambition's Slack Triggers. The GIPHY Integration allows users to search & select a GIF directly in their user settings.
Goal-setting is critical to enhancing reps’ performance — which has a direct impact on your bottom line. With goals in Ambition, leaders have an active lever to focus their teams’ energy and provide visibility into goals and progress. That means you can keep teams on track, and reps can see how each activity gets them closer to success.
Ambition leaderboards align your teams on the metrics that matter most and reinforce behaviors that lead to big wins. Giving your whole team visibility into performance keeps everyone accountable to goals and each other — because no one wants to be at the bottom of the leaderboard. Ambition Leaderboards offer ranking by value, percent to target, & most improved.
Salesforce User Field Syncing☁️
Using Ambition's User Attribute Sync, you can automatically map over changes in user attributes from Salesforce to Ambition. Administrators can configure these sync settings for multiple Ambition User Fields at once (i.e. Roles, Permissions, Groups, Locations.).
Once the User attributes are mapped over to Ambition, any changes to the User's profile in Salesforce will automatically be reflected in Ambition.
Salesforce User Provisioning ☁️
Using Ambition's Salesforce User Provisioning tool, Admins can configure custom filter rules to automatically activate and/or deactivate Salesforce Users in Ambition.
SAML / Single Sign-On 🔐
Benefits of Single Sign-On:
- Users authenticate into Ambition using company-managed credentials
- Users already signed into company network will automatically be signed into Ambition
- Ambition access will automatically be revoked once employees are removed from company-defined HRMS system
Ambition Scorecards create employee-level transparency and accountability around process.
Daily accountability, long-term results. Our methodology combines target baselines of activity and effectiveness, with continual progress tracking of the long-horizon goals. Managers have the power to create scorecards for every role with custom metrics and scoring weights.
Scorecards: Advanced Options 🛑
Set a Start or Stop for specific Activities and Objectives.
Start = Employee must reach this value before earning points toward their Activity/Objective Score.
Stop = Employee can no longer earn points towards their Activity/Objective Score beyond this value.
Scorecard: CSV Upload ⬆️
Scorecard Templates offer the ability to mass update, through .CSV file upload, individual Scorecard Targets for Ambition Users.
Scorecard: Per-Employee Targets 🎯
Set ramp targets, individual targets, or accommodate seasonality by manually overriding scorecard targets for specific users.
An Ambition Trigger is a data-driven push notification, commonly used to recognize a person/group for reaching a metric or record level threshold.
Custom URLs that allow you to highlight key Leaderboards, Competitions, Goals, and more anywhere from your sales floor to home offices.
Workflows enable the automation of business processes and are built on a set of if/then rules. Depending on the criteria, Ambition can send updates and notification to Ambition TVs, emails, Slack channels and direct message, and soon to come, Microsoft Teams!