TRUE NORTH - Digital Adoption & Performance Platform
A native Salesforce App for aligning adoption to organizational KPIs/OKRs
Overview
True North is a native Salesforce tool designed to measure performance and coach towards quantifiable, KPI/OKR aligned behaviors customizable by role or business persona. True North is purpose built for Sales Cloud, Service and all Industry clouds.
See How TRUE NORTH - Digital Adoption & Performance Platform Works
See where every rep stands, and which way they're moving Every rep scored against targets set for your team, period over period. Position and trend on one screen, because a rep can be short of every target and still be the fastest-improving person you've
Manager summaries in moments, not mornings. Ask about any scorecard in plain language. The agent reads that rep's accounts, leads, opportunities and activities and returns the highlights, replacing several cross-referenced reports per rep.
Lift Team Performance for Revenue, Customer Loyalty, and Efficiency Measure Performance Against Benchmarked KPIs.
True North enables your organization to: ✓ Behavior scorecards: every rep scored against targets set from your own data, showing both position and trend. ✓ Progressive tracks: reps advance by holding targets across consecutive periods, not by hitting one good week. ✓ Plain-language summaries: ask about any rep and get their accounts, leads, opportunities and activities summarized in moments. ✓ Click-through verification: every number opens a standard Salesforce report showing the same records. ✓ Manager-controlled coaching drafts: built from that rep's real accounts. Nothing reaches the rep until you release it. ✓ Maintenance and re-entry: reps who clear every stage stay measured, and return to coaching if a behavior slips. ✓ Metrics standard reporting can't build: record-completeness percentages, metrics from metrics, period-over-period trend. ✓ Native, no external AI: scoring and Agentforce both run inside your org. Nothing leaves Salesforce.
Categories
- Business Needs
- Sales Intelligence
- Industries
- Financial ServicesHealthcare & Life SciencesManufacturing
- Personas
- Business Operations ManagerBusiness UserSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MorePerson AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyAgentforcePerson AccountsManaged PackageLightning App Builder