How Snap Finance Improved Sales Coaching Visibility and Accountability with LevelEleven
We are extremely satisfied with L11 and the support of Ascent Cloud. It has transformed how we measure, motivate, and manage our sales team.
Problem
Snap Finance needed a better way to support sales coaching, leadership development, and performance visibility across the organization. Managers were required to hold weekly one-on-one coaching sessions with their teams, but the company had no reliable way to confirm whether those sessions were happening or to review notes and documentation afterward. At the same time, the organization struggled with siloed systems that required teams to switch between multiple tools, especially when working in the field on mobile devices. While Salesforce dashboards and reports were available, they were not providing leaders with the clarity needed to measure activities, understand performance trends, or connect coaching efforts to outcomes.
Solution
Snap Finance implemented LevelEleven to create a centralized system for tracking coaching, performance, and engagement directly within Salesforce. The platform provided a visual way for managers to understand team performance and quickly identify where attention was needed during coaching conversations. Because LevelEleven is native to Salesforce, it enabled Snap Finance to consolidate performance management into a single source of truth while leveraging the data they were already capturing in their CRM. The platform also introduced gamification elements that encouraged friendly competition among sales teams and made performance tracking more engaging and transparent.
Result
With LevelEleven in place, Snap Finance gained greater alignment around expectations and performance across the sales organization. Managers can now track coaching efforts and document sessions in a centralized system that is accessible to both leadership and executives, eliminating the need for scattered notes and files. The gamification features have helped motivate sales representatives by creating an environment where teams enjoy competing and improving together. Most importantly, the platform introduced a new level of accountability by providing visibility into the activities and progress of both managers and reps, helping the organization identify opportunities for improvement and drive stronger performance outcomes.
