SellMeThisPen AI Features
Training (4)
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Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
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Coaching Materials
Offers content and training for new hires within the tool.
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Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
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Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
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Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
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Scorecard
Provides a scorecard to display team and/or individual performance.
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Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
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Leaderboard
Projects team sales performance publicly to reward and motivate employees.
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Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
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Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
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Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (15)
Opportunity and Pipeline Management
Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Call Management
Document Management
Store, manage, and track all electronic documents in a centralized location
Contact Management
Manage, organize, and store contact information
Task Management
Create, manage and track all task activities and progression
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Notes Management
Allow users to create, edit, and sort multiple notes
Sales Activity Management
Define, track, and/or automate sales activities and sales processes
Email Management
Manage, store and organize emails within the system or via third-party apps
Performance Analysis (4)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Email Tracking
Track delivered, received, and opened emails
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
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
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.
Certifications
Provides custom certifications to distribute after course completion.
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
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
Assign coaches to new employees based on role and experience.
Programs
Define various types of onboarding programs that can be customized by role or team.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Agentic AI - Sales Coaching (6)
Multi-step Planning
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
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - AI Sales Assistant (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Additional Functionality (55)
Email Response Control
Speech Recognition
Train your system to interpret and transcribe voice messages
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Chat/Messaging
Communicate using direct chat or messages within the system
AI Writing Assistant
Generates and edits text using machine learning
For Sales Teams/Organizations
Caters to sales teams
Sales Automation
Automate processes to manage leads, contacts, opportunities and sales activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Predictive Analytics
Predict future data based on historical data sets
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Templates
Sample files or documents that could be customized as needed or used as is
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Email Templates
Pre-made examples and templates for emails
SMS Messaging
Send messages via SMS
Personalization
Adjust communications based on previous interactions or personal preferences
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Lead Engagement
Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Omnichannel Outreach
Using different methods or channels to connect with customers
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gamification
Games or game-like elements to track progress and reward accomplishments
Automatic Transcription
Use AI to convert voice into text automatically
Call Recording
Record the audio of phone conversations for quality assurance purposes
Sales Reports
Reports specific to sales analysis for trends and strategies
Real-Time Analytics
Analyze and gain insights into data in real-time
Commenting/Notes
Leave comments and notes on documents for others to view
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Video Conferencing
Connect with meeting participants remotely over video
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Workflow Management
Create, design and manage workflows for repetitive tasks
Learning Management
Organize and track educational activities
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Training Management
Track employee/learner's progression through training programs
Document Management
Store, manage, and track all electronic documents in a centralized location
Content Library
Centralized repository to store content and assets
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria