Service Manager Performance Review

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 Salesforce.

• 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.