With Collections, you can now group your recorded calls into organized, easily accessible playlists - solving the need for any makeshift solutions like email folders, Slack channels, or scattered Google Docs.
Whether you’re curating a library of best-practice calls, organizing coaching sessions, or creating onboarding playlists for new reps, Collections help you keep everything in one spot, making multiple calls easily accessible.
What are Collections?
Collections are customizable folders within Sybill that allow you to group calls based on specific themes, categories, or use cases. Instead of manually tracking call summaries, sharing links across tools, or storing data in separate apps, you can now:
Create, organize, and manage curated lists of calls within Sybill’s Dashboard.
Streamline workflows for sales coaching, onboarding, and training.
Save time and improve collaboration by having all relevant calls in a single location.
For example:
A sales manager can create an “Objection Handling Calls” collection for team training.
A CSM can create a “Product Conversations: Gaps & Requirements” collection for targeted client follow-ups & providing Product team with conversations to help build a product roadmap.
A new hire can access an “Onboarding Playbook” collection with key calls to ramp up quickly.
How to Use Collections
1. Creating a New Collection
Please go to your Sybill dashboard.
Click on ‘Collections’ in your dashboard. (marked in green box in the image below).
Here, you’ll find a ‘Create +’ button (marked in a green box in the image below), please click on it.
Give your collection a name and an optional description.
Example:
- Collection Name: Onboarding - Best sales discovery- Description: A group of calls with the best demo or first pitch.
2. Adding Calls to a Collection
Once you’ve created a collection, you can begin adding calls:
Please use Search to locate relevant calls.
From the search results, you can select the calls you want to add.
Once you have selected the calls, please click on “Add to Collection” and you’re done. (image c)
Alternatively, you can create the Collection & skip adding calls right away. You could always add calls individually or in bulk, at your convenience to keep building the collection. (image d & e)
3. Managing and Reviewing Collections
Please go to the Collections section on your dashboard to view all collections created by your org.
Click on any collection to review its content:
- Play individual calls directly.
- Share the collection with team members for coaching or onboarding.
- Edit or update the collection as needed.
Use Cases for Collections
1. Sales Coaching Playlists
Create playlists of top-performing calls to train sales reps on key techniques like objection handling, negotiation, or discovery. For example:
Collection: “Best Discovery Calls”
Description: Examples of high-quality discovery calls with detailed questioning techniques.
2. Onboarding New Reps
Simplify training for new hires by organizing calls into onboarding playlists.
Collection: “Onboarding Playbook”
Description: Essential client calls that showcase Sybill’s features, demo delivery, and objection handling.
3. Product Conversations and Internal Reviews
Group calls discussing specific product features, integrations, or internal reviews.
Collection: “Zoho Integration Feedback”
Description: Calls with clients discussing Zoho integration to identify use cases and challenges.
4. Best Practice Libraries
Curate libraries of top calls that represent best practices across sales processes.
Collection: “Best Objection Handling Calls”
Description: Successful objection handling scenarios from real sales calls.
5. Team Collaboration
Share collections for collaborative analysis, feedback, or learning. For example, create collections for quarterly review calls, internal product demos, or competitive research.
FAQs
1. What types of calls can I add to Collections?
You can add any recorded call in Sybill to a collection, whether it’s a client call, internal product discussion, or training session.
2. Can I add calls to multiple collections?
Yes, a single call can belong to multiple collections. For example, a product call discussing “pricing & integrations” can be added to both a “Pricing Conversations” and a “Product Feature Feedback” collection.
3. Can I share a collection with my team?
Yes, you can share a collection with other users in your organization. This is ideal for collaborative coaching or team training.
4. How many collections can I create?
There’s no limit to the number of collections you can create, so feel free to organize your calls as needed.
5. Can I edit or delete a collection?
Yes, you can update collection names, descriptions, or add/remove calls at any time. If a collection is no longer needed, you can delete it.
Troubleshooting
1. I can’t find a call to add to a collection.
Use Global Search to locate the call by keyword or phrase.
Ensure the call is properly transcribed. If not, contact Sybill support for assistance.
2. My collection isn’t saving changes.
Refresh your browser and try again.
Check for a stable internet connection.
Clear your cache and cookies if the issue persists.
3. I can’t share my collection with a team member.
Verify your team member has access to Sybill.
4. The call links in a collection are not playing.
Ensure you have the necessary access permissions.
Contact Sybill support if you continue to face playback issues.
Start building your first collection today and see how it transforms your workflow!