Andrew Ryan
andrew.ryan@jiminny.com

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Updated December 15th, 2021 by Andrew Ryan

Logging calls via Sidekick

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Updated July 8th, 2022 by Andrew Ryan

Update your CRM automatically within Deal Insights

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...

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Updated December 14th, 2021 by Andrew Ryan

FAQs

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...

1 min reading time
Updated June 14th, 2022 by Andrew Ryan

Using Deal Insights to help your team! 📈 +🔍 = 💰

Deal Insights for Management 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 yo...

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Updated August 12th, 2022 by Andrew Ryan

Deal Insights - Getting true visibility across your pipeline 💰

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...

1 min reading time
Updated February 7th, 2022 by Andrew Ryan

How to setup email sync with Google Workspace for Admins 📧

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...

2 min reading time
Updated June 29th, 2022 by Andrew Ryan

Natterbox Voice Integration With Jiminny

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 Natterbox your conversations will be automatically transcribed and analyzed into Jiminny. You will be able to search, liste...

1 min reading time
Updated August 16th, 2022 by Andrew Ryan

Participants Compliance email

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...

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Updated December 14th, 2021 by Andrew Ryan

HubSpot Integration with Jiminny

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...

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Updated June 29th, 2022 by Andrew Ryan

Groove Voice Integration With Jiminny

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...

1 min reading time
Updated September 13th, 2022 by Andrew Ryan

Cloud Call Voice Integration With Jiminny

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...

1 min reading time
Updated July 6th, 2022 by Andrew Ryan

How to customise Deal Risk In Deal Insights

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...

2 min reading time
Updated September 22nd, 2022 by Andrew Ryan

How To Switch Speakers On The Playback Page

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 ...

1 min reading time
Updated March 15th, 2022 by Andrew Ryan

Reporting and Analytics on Coaching Progress

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...

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Updated June 16th, 2022 by Andrew Ryan

How to set up your Coaching Framework in Jiminny

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...

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Updated March 18th, 2022 by Andrew Ryan

How Do Automatic Recordings Work For Microsoft Teams Meetings?

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...

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Updated December 15th, 2021 by Andrew Ryan

Types of meetings

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...

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Updated July 8th, 2022 by Andrew Ryan

Outreach Platform With Jiminny Voice

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 full potential 🤩 If your Sales Development team leverages Outreach for dialing, there are two ways that we can support this. Either the SDR team can use ...

1 min reading time
Updated July 8th, 2022 by Andrew Ryan

How To Filter Topics By Language

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...

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Updated December 7th, 2021 by Andrew Ryan

Word Search in Transcription

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...

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Updated December 14th, 2021 by Andrew Ryan

How to launch Coaching Frameworks with your team?

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...

1 min reading time
Updated December 14th, 2021 by Andrew Ryan

Making Notes on SideKick Even If I'm Not The Host!

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...

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Updated December 14th, 2021 by Andrew Ryan

Downloading Calls

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...

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Updated February 15th, 2022 by Andrew Ryan

Steps to Syncing Emails to Jiminny

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...

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Updated December 15th, 2021 by Andrew Ryan

Searching for a conversation

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...

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Updated January 31st, 2022 by Andrew Ryan

How your RingCentral Video integration works

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 ...

2 min reading time
Updated February 17th, 2022 by Andrew Ryan

How to create your Coaching Frameworks

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 ...

2 min reading time
Updated January 20th, 2022 by Andrew Ryan

How to setup email sync with Office365 for Admins 📧

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...

2 min reading time
Updated February 25th, 2022 by Andrew Ryan

Save Time and Be Prepped with the Jiminny Call Summary

Imagine you can take an hour long meeting and understand exactly what happened and the outcomes in just 90 seconds! One of the challenges teams face is getting a quick grasp on what’s going on in client or prospect journeys. Time is of the essence so at Jiminny, we’ve created Call Summary to save time for both managers and reps by summarising key co...

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Updated June 29th, 2022 by Andrew Ryan

8X8 Voice Integration With Jiminny

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 Overview8X8 is a center software trusted by teams all over the world. You can set it up and integrate it with your CRM. With 8X8 your con...

1 min reading time
Updated February 10th, 2022 by Andrew Ryan

Intro Call Coaching Template

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...

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Updated February 10th, 2022 by Andrew Ryan

Disco/Demo Coaching Template

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...

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Updated February 7th, 2022 by Andrew Ryan

1-2-1 Manager Coaching 🤝

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...

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Updated February 7th, 2022 by Andrew Ryan

Team Coaching 🏆

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...

1 min reading time
Updated July 22nd, 2022 by Andrew Ryan

Go To Meeting Integration

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...

2 min reading time
Updated December 14th, 2021 by Andrew Ryan

Logging activity to HubSpot

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...

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Updated February 7th, 2022 by Andrew Ryan

Share and Learn 🎯

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 ...

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Updated June 29th, 2022 by Andrew Ryan

JustCall Voice Integration With Jiminny

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...

1 min reading time
Updated July 18th, 2022 by Andrew Ryan

Teams Messenger Notifications

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 ...

1 min reading time
Updated December 14th, 2021 by Andrew Ryan

Can I add users to Jiminny if they don't have CRM access?

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 regardl...

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Updated July 19th, 2022 by Andrew Ryan

How to resend an invite to join Jiminny

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...

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Updated February 4th, 2022 by Andrew Ryan

Network Connectivity

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...

3 min reading time
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