Coaching Frameworks help you create a consistent structure to feedback on calls and help embed a framework of what is important on calls. If you haven’t already, read our article on Why Coaching Frameworks are important before continuing. In this article, we’ll guide you through how to go about putting together your own Coaching Frameworks.  How do ...

Here at Jiminny, we're helping you to record your meetings easily and effortlessly. To help with this, we want to provide you with different compliance options so that you can implement what is right for your business. In addition to the compliance options you have set up in your conferencing tool, you can go the extra step and send an email to your...

Here at Jiminny, we're all about making sure we provide the best service for our clients and we do this by providing you with a plan which delivers priceless attention for each stage of your journey with Jiminny! When you join Jiminny we want to make sure you are thoroughly onboarded before you set off into the sunset on your Journey with your CSM 🚀...

Question is, how can you use the transcription filter search to you advantage!  Using the transcript filter in "On Demand", you'll be able to search a particular word and bring up all the conversations that are stored in Jiminny with that word! How incredible is that!!  Let me tell you something better! 😎 It doesn't have to be just one word, you can...

Say hello to switching speakers 👀 in the transcript: We're constantly looking for ways to improve, and one of the ways to do so is by detecting who is speaking in your client conversations. We therefore wanted to give you the option to manually change the speakers in the transcript of a conversation should you detect an unfortunate error.  With the ...

How are you currently logging all of your calls to your CRM? The old tried and tested method, writing down the information on your note pad and then transferring that information across when you find time to do so? Well we have the answer for you!  The Jiminny Sidekick is our key productivity tool that builds the direct link between all of your work...

Introduction: Welcome to our guide on granting consent for seamless integration between Office 365 and Jiminny.  Follow these simple steps to enhance your user experience without diving into technical complexities. Step 1:  Access Your Office 365 Account Log into your Office 365 account. If you're new or need assistance, contact your IT administrato...

Your browser does not support HTML5 video. The Jiminny Mobile App is an exciting new way to access the Jiminny platform. Available on iOS and Android, it empowers our users to maximize their coaching potential and deliver high performance insights on the go.  The release aligns with our own mission to transform coachable moments for our customers an...

Having the ability to access your Jiminny data can open up a whole new set of possibilities for you to move the needle which is why at Jiminny, we give our customers autonomy over their data and provide you with the ability and insight to drive revenue generating activities.  What is the Jiminny API? Let’s start at the top, an API (Application Progr...

One of the most common challenges teams face is getting a quick grasp on what’s going on in the client or prospect journey. Now, imagine if you could take an hour-long meeting and understand exactly what happened and the key action outcomes in just 90 seconds! (Pure fiction, I know) What are Summaries? Summaries are a streamlined way to condense a m...

Jiminny are very pleased to announce the release of our Jiminny Salesforce Application which allows Jiminny customers to integrate and open Jiminny information within their native Salesforce environment.  I know, it's finally here! And it looks fantastic. This guide is to help you as a user get familiar with the set up and get the most value out of ...

Ready to know which prospects are worth your time?  ‍We certainly are, that’s why we created Deal Insights! This allows you to forecast more accurately, see coaching opportunities in seconds and spend time on the deals that matter. Your Source of Truth for Engagement You have an overview of all the conversations that are being had with each prospect...

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  Overview of the dialler: InsideSales (previously Xant) is a cloud call center software trusted by teams all over the world. It is integrated ...

Wave goodbye to losing deals and lets dive deeper with  Deal Risks Jiminny's main aim is to make life easier for you, and for you to win! Introducing Deal Risks, this feature allows you to set trigger points for every crucial moment within a deal, so you never miss an opportunity to act quickly. Diving in we are able to provide top class feedback an...

If you've found your way here then you're already an initiative taker, someone who's ahead of the pack and always looking for ways to gain a competitive advantage.  This motivation is going to serve you very well on your journey and once you combine this attitude with the data in Jiminny… well, good luck to everyone else as you're going to be progre...

Overview For businesses using Jiminny with Salesforce, particularly those operating with multiple currencies, understanding how currency data is presented and calculated within Jiminny is crucial.  This article provides insights into how Jiminny displays opportunity amounts and deals with multiple currencies when integrated with Salesforce. Currency...

Overview For businesses using Jiminny with Hubspot, particularly those operating with multiple currencies, understanding how currency data is presented and calculated within Jiminny is crucial.  This article provides insights into how Jiminny displays opportunity amounts and deals with multiple currencies when integrated with Hubspot. Currency Displ...

What type of information is sent to Copper? Jiminny creates Activity and Task records. Optionally, Lead Statuses and Opportunity Stages can be updated as part of the activity log workflows. How do we integrate Copper with Jiminny? The first step is to invite the Copper admin as normal.  (The admin of Copper will be your Jiminny owner) Once you let u...

What are Insight Seats?  Insight seats are a non-recording license that enables anyone across your organisations to leverage Jiminny to see insights into the voice of the customer.   Unlike paid licenses, insight seat holders cannot record their calls, conference meetings or emails.  What access do Insight Seats provide?  Unlike most providers, Jimi...

Steps to Syncing emails to Jiminny In the Jiminny Platform, go to your profile In Settings, click on Integrations Under Sync Email, click on the toggle Jiminny will redirect to a page for consent and authorization  Please note to import emails your contact will be in the CRM. The email does not need to be stored anywhere this is pulled directly from...

If you haven't read the article on “What is Automated Call Scoring” I'd recommend hopping over there first to get familiar with what this is and get some ideas on potential use cases so you can configure this feature with a clear objective in mind.  If you are ready to get into the detail on how to actually configure this incredible feature - please...

Jiminny uses a technology called WebRTC to power real-time media services. It is supported natively in most modern Web browsers.  As a web application, Jiminny does not normally require any network configuration changes (STUN and TURN technologies help mediate restricted networks).  However, some firewalls can block traffic and interfere with web co...

Did you know that the OnDemand page is the most visited part of our platform? Here you can search for every call that you want to listen back to. ☎️  Here is how the OnDemand page looks. There are three key areas:   1. Current and default filters On the top of the page (in the pink box), you will be able to check what filters are applied to your sea...

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview With Groove your conversations will be automatically transcribed and analyzed into Jiminny. You will be able to search, listen a...

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  Overview of the dialer: “Change is an essential part of the Vonage DNA. Our original business brought VoIP to families and small businesses. ...

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview 8X8 is a centre software trusted by teams all over the world. You can set it up and integrate it with your CRM. With 8X8 your co...

Customize which meeting types get recorded Did you know that there are several types of meetings? Each meeting type has default recording options available to your organization. Some can only be set at the organization level by Administrators. You can also delegate some preferences to users themselves. Instant meetings Instant meetings are those mee...

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview Cloud Call is a center software trusted by teams all over the world. You can set it up and integrate it with your CRM. With Clou...

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview JustCall is a center software trusted by teams all over the world. You can set it up and integrate it with your CRM. With JustCa...

If you've found your way here then you're already an initiative taker, someone who's ahead of the pack and always looking for ways to maximise the revenue of your team. This motivation is going to serve you very well on your journey and once you combine this attitude with the data in Jiminny… well, let's just say they should print your boarding pass...

To connect the HubSpot and Jiminny integration, please request a demo to get started! Jiminny's integration with HubSpot improves communication and productivity, while enriching the data being pushed to your CRM. By capturing every customer conversation, you'll have unparalleled visibility into your team's performance and the data to understand wher...

Some product features are immediately obvious in what they bring to the party, others require a little more explanation to reveal their hidden identity, however once you understand the value they bring, you can never go back to the way you used to do things.  What this convoluted introduction is trying to say is that you’re likely already aware of S...

Once the RingCentral integration goes live on your platform or you sign up for the first time RingCentral meetings will start to be recorded, analyzed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integration also means easier ...

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In this article, we’ll talk you through how to set up your Coaching Framework in Jiminny. If you haven’t already you might find it useful to read these articles first: Why Coaching Frameworks are important How to create your Coaching Frameworks As a reminder, your Coaching Framework help you create a consistency to feedback, which will help the team...

Sales used to be a lot more binary when it came to performance. Good performance was reserved for those who hit target and performance reviews were for those who didn’t. However, the truth is that life is just more nuanced than that and those with better results may not be performing at the levels these results suggest. According to Gitnux, Sales St...

What is SCIM? SCIM stands for System for Cross-domain Identity Management. It is an open standard protocol designed to simplify and automate the management of user identities, groups, and their attributes across different systems or domains. The primary goal of SCIM is to provide a standardized way for identity provisioning and synchronization in cl...

March 2024: Export for an activity can now be restricted so no one can access it. This can be done in Settings > Organisation > Activity   Download of an activity can now be restricted so no one can access it. This can be done in Settings > Organisation > Activity   Drill-down option is now available in all pages in Topics section in Tea...

Jiminny’s Email integration enables managers like yourselves and your reps to get a comprehensive view of conversations across calls, meetings and emails. Without it, you'll miss key interactions that occur outside of recorded calls and would lose extremely valuable insights, recommendations and feature functionality. Jiminny imports both inbound an...

Have you sent your colleague an invite to Jiminny and they haven't joined yet? No worries, resending an invite couldn't be any easier 🤓 Sometimes you may forget to accept invites or sometimes you may accidently delete an email with invite links. Whatever the case, you can invite a user again as many times as you want until they accept 🧐 How to resen...

What do meeting organisers need to know?  Send. Set. Forget. Meeting organisers set the meeting options after the meeting invite is sent. This is easy to forget. As soon as the meeting invite has been sent, edit the meeting invite and open the meeting options. Then turn on Record automatically. Who owns the recording?  For private Teams meetings, th...

Deal Insights for Managers Deal Insights is designed to give a source of truth across all your deals and opportunities across the board. For the very first time, you can see all the activity and engagement across your pipeline. Deal Insights is designed to help you in 5 key ways!  Help you to truly forecast your whole pipeline accurately  Spend your...

Below you’ll find an example of an Intro Call template. Intro Call Coaching Framework:  Module   Goal Coaching Area  Coaching Notes Frame the Call Start the call right  Inviting opener to the call Map out the agenda  Build Personal connection  #BeKind Build personal connection Empathy: Show you care Deliver a conversational meeting Project your enth...

The question you must be thinking is..."How is this going to work if we don't use a CRM?" The amazing news is Jiminny is able to help you regardless of whether you have a CRM or not. There's only a few steps to follow and then you're ready to go! 🚀 1. We'll require the main admin to have access to a free CRM initially for us to integrate with regard...

Successfully converting opportunities into happy new customers is what keeps the lights on for most businesses and is the deciding factor in how fast they’re able to scale. However, in this pursuit of successful conversion, we can sometimes leave revenue on the table and these bitesize chunks can quickly add up.    Inspired by one of our customers (...

Jiminny’s Email integration enables managers like yourselves and your reps to get a comprehensive view of conversations across calls, meetings and emails. Without it, you'll miss key interactions that occur outside of recorded calls and would lose extremely valuable insights, recommendations and feature functionality. Jiminny imports both inbound an...

We integrate with Twilio Flex in multiple ways.  We pull the Twilio flex link directly from your CRM. If this link is not in your CRM already we require some extra configuration. Connecting to Twilio Flex to import dialer calls: Import users to Jiminny and set them to record before integrating Twilio Flex to Jiminny - this can be SSO, Okta or bulk u...

To start using the integration:   Visit your Organization Settings > Manage > Integrations Click the Salesloft Logo You'll be taken to Salesloft to authenticate Allow Jiminny to access your Salesloft data Configure your Activity Types to synchronize to your CRM If you're using Jiminny to make calls:   In this case, your team will use Salesloft...

You read correctly! It's no longer the case that only the host of the meeting has the Sidekick pop up for them to be able to take notes!  During meetings regardless of whether it's external or internal, you may perform a double act in a client meeting, or hold internal team meetings, the Sidekick will pop up for the host and anyone else in that call...

Below you’ll find an example of a Disco/ Demo template.  Disco/Demo Coaching Framework:  Module   Goal Coaching Area Coaching Notes Relationship  Building Building meaningful connection Connect on a personal level Active listening: Be present and understand whats being communicated Empathy: Show you care Deliver the meeting through conversation Busi...

Which plans are supported? We support all plans offered: Free, Starter, Professional and Enterprise. For high volume teams or those with multiple HubSpot integrations, we suggest the Professional or Enterprise plan (or the API Add-on) because these offer increased API limits. How does Jiminny access Hubspot? Jiminny uses the Hubspot REST API for acc...

Themes and Topics are integral to the way Jiminny tracks sales rep performance and are a crucial indicator in how we implement data-driven coaching practices.  Therefore, having a way to easily upload these key phrases into Jiminny is instrumental to use cases like: Onboarding onto Jiminny for the first time Migrating over from another CI Provider I...

The meeting owner is important in Jiminny for a variety of reasons, such as being able to search for the call, for scoring, giving feedback, statistics, and more. Being able to correctly identify the host is essential for ensuring that Jiminny links the meeting recording to the correct member of your team and to the correct opportunity.  Ownership i...

Playlists, you know what they are, I know what they are - there's no need to do this dance so let's cut to the chase! Where you're probably curious is how they work within Jiminny and what value playlists can have on your teams onboarding and revenue generation?  What are Playlists within Jiminny?  Playlists are a fantastic way that you can organise...

The Jiminny Salesforce application has transformed the way that Salesforce users can leverage their Jiminny data so let's explore the core benefits that you can expect from getting this set up.  1. Consolidated Workflow with In-Depth Intelligence: Sales managers can now consolidate their workflow by accessing comprehensive conversation intelligence ...

When you log an activity, Jiminny will automatically create an engagement in HubSpot. It will be logged in different ways depending on the activity type: Text Messages will log as Notes Dialer Calls will log as Calls Conferences will log as Meetings Where do we log? You'll see everything in HubSpot on the relevant record(s): Contacts and Companies I...

Everything you need to know Once the Go To Meeting integration goes live on your platform or you sign up for the first time Go To Meetings will start to be recorded, analyzed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integr...

One of our core principles at Jiminny is finding ways to automate the lives of our customers and give you more and more time back to spend in other ways.  This latest iteration is a core part of this idea, that meeting admin shouldn't be a task you fear but something that is automated with accuracy.  SmartMatch gives your reps the automated power to...

New Dimension to using Teams Messenger! Just to help you as management and as a team, we have utilised Teams in a way which enables leaders to coach their teams, and teams have the ability to coach each other and grow! All we're doing is planting the seed and watching you grow!  Getting Set up Microsoft Authorization We as a team are always looking ...

So you’ve set up your Coaching Frameworks and you’re ready to launch them to your team? Great! We want to help you make the most out of launching these so we’ve put together some guidance and advice to help. We’d also love to hear what worked well for you so get in touch!  Your team could leave with 2 thoughts about the coaching framework you’re abo...

Being able to automate sales admin has long been the dream of your average sales manager; searching for a way to automate meetings notes and improve the way activity is tracked at scale. Imagine all that extra time you and your team could spend prospecting and the impact this would have on your team's target achievement.  This dream is a reality wit...

Jiminny allows you to download your calls during the unfortunate time of your departure. We do have a few simple steps in place to enable this process to be smooth for you!  Following your request for calls: 1. We'll send you a ".CSV" file with the download links 2. We'll deactivate your Jiminny users at the end of the signed agreement, nevertheless...

What is Manager Coaching This is an hour 1-2-1 session between yourself and one of your team members. Preparation for this style of coaching The team member selects the call they want to be coached on and sends it to you ahead of the meeting. You both separately listen to the call and debrief on the call during the coaching session. The benefits for...

What is Share & Learn This is a 45 minute to an hour team session. We also refer to it as self-coaching with accountability, as ultimately, it’s centred on sharing findings discovered through everyone listening back to their own calls Preparation for this style of coaching The team member selects the call they want to listen back to and does so ...

Themes and topics are an awesome way to find that perfect moment of the call in a matter of seconds. Plus it's even better with multi-language support 🥳😱👀 Filter By Language Filter By Language makes it easier for you to filter your topics by a specific language. In the filter by language box towards the top right of the page, you are able to amend t...

What is Team Coaching This is an hour dedicated to team sessions.  Preparation for this style of coaching  We recommend creating a rota to feature all team members within a certain team. When their turn on the rota is approaching, each team member selects the call they want to be coached on and describes their coaching goals for the session to the t...

Softphone Recording Options At Jiminny we give you the opportunity to define how recordings are managed at an organisational level to ensure that your recording practices meet your business needs. We'll walk through each option and showcase the various options available to you: Outbound / Inbound Call Recordings: First up is Outbound Calls, where yo...

We all have our little quirks in the way we do things and those quirks are part of what makes life so exciting. I like to have just a black coffee for breakfast and you like to create 38 new data fields within your CRM and order them alphabetically. Just little fun quirks!  The good news is that while we can't (yet) implement a breakfast management ...

What is Automated Call Scoring? “Imagine a world where you can define exactly what good lookslike and automatically track every single customer interaction” That's what Automated Call Scoring is; the next innovation for Conversation Intelligence software that transforms how Jiminny users are able to identify and benchmark best practice at scale.    ...

Coaching is movement. It’s identifying where someone is now and uncovering the game-changing areas to focus on to incrementally improve over time. As well as the amazing things they’re doing and should continue to do. All of this leads to better performance and bigger wins!  We’ve built our Coaching Frameworks to make coaching easy, accessible and c...

Make pipeline reviews more effective and streamlined using  Deal Insights. Jiminny's main aim is to make life easier for you, and for you to win! 🥳Within Deal Insights, you can view and also update data that comes directly from your CRM 🤓. This means during pipeline reviews (and in order to prep for them) you can easily see the deal amount, what sta...