Overview
The Teams feature in Autobound allows companies to segment their users into groups, providing enhanced control, analytics, and usage tracking capabilities. By organizing users into teams, managers can ensure that sales reps only see the most relevant content, while also maintaining visibility and control over content distribution and team performance.
This segmentation enables:
Controlled content access: Assign sales assets, writing styles, sequences, and buyer personas to specific teams.
Targeted analytics: Track performance metrics and compare usage across teams.
Improved efficiency: Reduce cognitive overload by limiting users to relevant content.
Streamlined management: Bulk assign, remove, or delete assets across teams.
Setting Up Teams
To create and manage teams within Autobound:
Navigate to the Settings section in your Autobound account.
Select the Teams option.
Click Add Team to create a new team.
Name your team.
Add users to your team.
Users can be members of multiple teams, allowing for a flexible organizational structure. If a user is added to a team without assigned content, they will not see any sales assets or sequences until content is added.
User Roles
Autobound offers three user roles, each with specific responsibilities and permissions:
1. Admins
Responsibilities:
Manage the organization's content hub, sequences, and insight control
Oversee billing
2. Managers
Responsibilities:
Manage the organization's content hub, sequences, and insight control
3. Members
Responsibilities:
Generate and send personalized content
Control insights
Customize writing styles
Content Hub
The Content Hub is a crucial asset within organizations, allowing for team-wide content strategies. Benefits include:
Ensuring consistent, high-quality messaging across the team
Tailoring messaging to specific buyer personas and their needs
Enhancing the effectiveness of sales communications
Managers and Admins can access and manage the Content Hub to maintain organizational alignment in messaging.
Best Practices
Your team should invest heavily in perfecting your Value Propositions and building out your team Content Hub before allowing users to build Personal Value Props. This ensures everyone is aligned with your core value propositions.
Managing Team-Specific Content
Overview
The Teams feature now allows managers and admins to assign specific content directly to teams, ensuring that sales reps only have access to the most relevant resources. This targeted content distribution minimizes distractions, enhances efficiency, and improves outreach effectiveness.
By structuring content access at the team level, organizations can maintain consistency in messaging, streamline operations, and reduce cognitive overload for SDRs and BDRs.
Here’s how managers and admins can manage team-specific content:
Managers and admins can control which sales content is available to each team:
Assigning content to a team: Select individual or multiple content hub elements to add/remove from teams or delete them entirely. This can be done with Value propositions, Sales assets, Writing Styles & Sequences.
Team-Specific Access: Members/Managers only see assigned assets, ensuring relevant outreach.
Filter by Team: Use the "Filter by Team" option to display only relevant assets.
Important Admin Notes
When assigning content to teams, admins should be aware of how content hub preferences interact with sequence visibility. If a sequence is assigned to both Team A and Team B, but the content hub preferences used in the sequence are only visible to Team B, then Team A will still generate content based on those inputs. See an example of what this looks like below.
If this is not the desired outcome, consider assigning the sequence so that it is only visible to Team B, ensuring that teams only generate content using inputs relevant to them.
Using Team Filters in Analytics
Overview
The Teams feature also allows managers and admins to track adoption and engagement across different teams. By segmenting analytics by team, organizations can measure how different groups utilize Autobound, identify high-performing teams, and pinpoint areas for improvement. This data-driven insight helps optimize sales processes and enhance team efficiency.
Once teams are set up, segmentation can be leveraged in analytics:
Go to the Analytics section in Autobound.
Open the Filters menu.
Select Team from the available filter options.
Choose one or more teams to analyze.
Apply the filter to see data specific to the selected team(s).
For further assistance, check out our other knowledge base articles or contact our support team.