Sales coaching software gives salespeople and managers the ability to analyze sales calls to help refine technique, establish best practices, and improve sales close rates. Sales coaching tools enable continuous training with features such as conversation intelligence, live feedback from observers, and the signalling of upsell or close opportunities. These platforms may also provide a repository of previously recorded sales calls, as well as a list of upcoming sales deals in the pipeline. This provides greater visibility over which sales calls may have a direct influence over revenue. In some cases, live feedback or review is offered by a third-party representative or artificial intelligence. With help from these tools, teams can reduce ramp time by quickly identifying areas for improvement and aligning the messaging and approach among client-facing salespeople.
Sales coaching software is a natural complement to sales training and onboarding software which trains new hires and provides continual training through role playing, skills assessments, and microcourses. Sales coaching software may integrate with outbound call tracking software to streamline cold dialing and lead follow-up calls, and integrate with or share features of video conferencing software for joint or observed calls with clients. These tools may also integrate with sales enablement software and sales performance management software so sellers can access relevant resources and receive feedback on their overall success respectively. Emails and calls captured within a sales coaching platform will often be tied to customer data in the company’s CRM software.
To qualify for inclusion in the Sales Coaching category, a product must:
- Offer capture, analysis, and feedback tools related to sales calls
- Help identify pivotal moments or opportunities in conversations, as well as areas for improvement, to share with the corresponding salesperson
- Integrate with call dialers, CRM software, or both to pull and store sales call information
