What Ergo helps sales managers do
- Review the pipeline by priority, risk, stale activity, follow-up coverage, and forecast impact.
- Ask Ergo which deals need attention, what changed recently, what reps should do next, or which pipeline risks are based on real customer evidence.
- Coach from meeting transcripts, call grading, objections, action items, and follow-up quality instead of relying only on rep-entered notes.
- Spot adoption or data-quality gaps before mistaking missing source data for rep behavior.
- Use reports, dashboards, and scheduled summaries to keep team review lightweight and evidence-backed.
Setup and workflows
Setup first
- Sales manager tips for success
- Roles and permissions
- Meeting availability and visibility
- Reporting overview
Workflows to use day to day
- Meeting detail page
- Video, transcript, and action items
- Call grading rubrics
- Default dashboards
- Chart builder
- Notetaker adoption dashboard: reading edge cases
- Deals board overview
- Deal and account health
- Chat with Ergo
- Follow-ups panel
- Scheduled agent runs
Common issues
- Search/reporting has no results
- Permission or access denied
- Notetaker did not join
- Transcript or recording missing
- CRM sync issues