Exec Features
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items. 10 reviewers of Exec have provided feedback on this feature.
Leaderboard
Projects team sales performance publicly to reward and motivate employees. 10 reviewers of Exec have provided feedback on this feature.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals. 10 reviewers of Exec have provided feedback on this feature.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction. This feature was mentioned in 10 Exec reviews.
Competition
Based on 10 Exec reviews. Motivates employees by creating time-sensitive competititons that drive performance.
Administration (3)
Scheduling
Allows clients to schedule based on availability and syncs with coach calendar. 27 reviewers of Exec have provided feedback on this feature.
Payment Processing
As reported in 27 Exec reviews. Processes credit card payments or integrates with payment processing tools.
Invoicing
Generates invoices and payment links to secure client payment. 28 reviewers of Exec have provided feedback on this feature.
Coaching (6)
Client Plans
Stores individualized coaching plans that can be viewed by client and coach. 27 reviewers of Exec have provided feedback on this feature.
Notekeeping
Based on 26 Exec reviews. Allows coaches to include public or private notes for each client and session.
Session History
Tracks past and future sessions, and details associated with each session. 26 reviewers of Exec have provided feedback on this feature.
Messaging
Supports communication between client and coach, such as texting, emailing, and video conferencing. This feature was mentioned in 26 Exec reviews.
Goal Tracking
Based on 25 Exec reviews. Tracks progress towards agreed coaching goals.
Resource Library
Provides access to a coach-curated list of educational resources for clients to utilize. 23 reviewers of Exec have provided feedback on this feature.
Business Management (4)
Client History
Based on 22 Exec reviews. Stores relevant biographical data for each client served.
Promotions
As reported in 23 Exec reviews. Allows promotional packages or deals to be applied to purchases.
Surveying
Collects pre- and post-coaching feedback from clients. This feature was mentioned in 24 Exec reviews.
Marketing Tools
As reported in 22 Exec reviews. Provides relevant marketing tools to support email campaigns, website branding, and other related advertising efforts.
Course Authoring (5)
Course Builder
Allows users to create sales training courses
Questions
Provides a range of premade question types for sales training courses
Instructor-Led Training
Enables for design of classes that are led by an instructor.
Customized Learning Paths
Allows managers to create custom learning paths based on role, or experience 10 reviewers of Exec have provided feedback on this feature.
Video simulations
Provides video coaching features with object handling scenarios
Course Management (5)
Gamification
Motivates users by tracking points, achievements, and badges.
Assessments
Enables the design and administration of tests and quizzes. 10 reviewers of Exec have provided feedback on this feature.
Certifications
Provides custom certifications to distribute after course completion. This feature was mentioned in 10 Exec reviews.
Manager Portals
Allows managers to see progress of trainees
Feedback
Provides features for coworkers and managers to provide feedback on sales training lessons
Platform (3)
File support
As reported in 10 Exec reviews. Supports various file types including video
Mobile support
Allows users to access training content from mobile devices
Integration
Integrates with sales software such as sales performance management
Onboarding (3)
Documentation
Manages files and documents required to onboard new employees.
Coaching
Based on 10 Exec reviews. Assign coaches to new employees based on role and experience.
Programs
Based on 10 Exec reviews. Define various types of onboarding programs that can be customized by role or team.
Generative AI (5)
AI Text Generation
As reported in 21 Exec reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 21 Exec reviews. Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs. 22 reviewers of Exec have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs. This feature was mentioned in 10 Exec reviews.
Agentic AI - Coaching (5)
Autonomous Task Execution
Based on 16 Exec reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Based on 16 Exec reviews. Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience This feature was mentioned in 16 Exec reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 16 reviewers of Exec have provided feedback on this feature.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 16 Exec reviews.
Agentic AI - Sales Coaching (4)
Multi-step Planning
Based on 10 Exec reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives


