Exec Features

Organizes knowledge from fellow sales representatives and other experienced employees for reference.

Offers content and training for new hires within the tool.

Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.

Records users' practice or live pitches for future reference and improvement.

Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.

Provides a scorecard to display team and/or individual performance.

Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.

Projects team sales performance publicly to reward and motivate employees.

Updates sales data in real-time so as to help teams remain close to their goals.

Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.

Motivates employees by creating time-sensitive competititons that drive performance.

Allows clients to schedule based on availability and syncs with coach calendar.

Processes credit card payments or integrates with payment processing tools.

Generates invoices and payment links to secure client payment.

Stores individualized coaching plans that can be viewed by client and coach.

Allows coaches to include public or private notes for each client and session.

Tracks past and future sessions, and details associated with each session.

Supports communication between client and coach, such as texting, emailing, and video conferencing.

Tracks progress towards agreed coaching goals.

Provides access to a coach-curated list of educational resources for clients to utilize.

Stores relevant biographical data for each client served.

Allows promotional packages or deals to be applied to purchases.

Collects pre- and post-coaching feedback from clients.

Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts.

Allows users to create sales training courses

Provides a range of premade question types for sales training courses

Enables for design of classes that are led by an instructor.

Allows managers to create custom learning paths based on role, or experience

Provides video coaching features with object handling scenarios

Motivates users by tracking points, achievements, and badges.

Enables the design and administration of tests and quizzes.

Provides custom certifications to distribute after course completion.

Allows managers to see progress of trainees

Provides features for coworkers and managers to provide feedback on sales training lessons

Supports various file types including video

Allows users to access training content from mobile devices

Integrates with sales software such as sales performance management

Manages files and documents required to onboard new employees.

Assign coaches to new employees based on role and experience.

Define various types of onboarding programs that can be customized by role or team.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives