Team Insights

Manage your team on data, not reports.

Activity, meetings, objections and field coverage for every rep, so you coach the right people and save the right deals.

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Teams at these companies use Tap

GSK Boehringer Ingelheim Mondelez International Saudia Emaar Misr IQOS Floward Savills Booking.com

Know what happened in the field.

Field coverage

See which areas your team covers, and which it never reaches.

Every meeting recorded with location lands on the map. Click an area to zoom in and see who's been there.

  • Meetings, reps and average lead score per area
  • Click an area to filter the meetings

Notes analysis

The notes that need you, flagged.

Tap reads every note your reps type or record. It flags promises nobody followed up, accounts that keep mentioning risk, and competitors being named.

  • Unanswered, Risk and Competitor flags
  • Open the notes behind any flag

Competitors

Know who you're up against.

Every competitor named in a note or a meeting, how often, and whether that's going up.

  • Change vs the previous period
  • Open the meetings that named them

Meeting intelligence

Coach from the meetings, not from memory.

Talk time for every rep, marked low, optimal, heavy or dominating. With total meetings, follow-through and average length for the team.

  • Top objections and topics across the team
  • Sentiment trends by account
See meeting intelligence

Action completion

See who follows through.

Every next step from every meeting, by rep: done, open and overdue. Send a reminder in one click.

  • Completion rate for each rep
  • Escalates to you if it's still open

Built for managers.

By department or member

Filter every number by department, member and date.

Each admin sees their own

Full-team admins see everyone. Sub-team admins see their department.

Export

Download the report for your own reviews.

Buying roles

How many decision makers your team met.

See lead capture

Note themes

What customers keep saying, grouped by meaning.

Members activity

Leads, views, taps, notes and each rep's last session.

Tap Teams

Run the whole team from one dashboard.

Branded cards, lead forms, departments and roles, in the same place as your insights.

See Tap TeamsBook a demo
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Questions

Can't find your answer? Visit the Help Center.

Who can see Team Insights?

Admins. Full-team admins see every department; sub-team admins see their own.

Where does field coverage come from?

From meetings recorded with location turned on. The map tells you how many meetings have a location, so you know how complete it is.

How does notes analysis work?

Tap reads the notes your reps type or record on leads. It flags promises with no follow-up, accounts where several notes point to risk, and competitors being named.

Can I export the numbers?

Yes. Export the report from Team Insights.

Which plans include it?

Meeting intelligence and field coverage start on Sales Intelligence. See pricing.

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See Tap on your team's workflow.

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