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Sales Coach

Sales Coach provides AI-powered guidance for your sales team. Get coaching on active deals, objection handling, meeting preparation, and recommended next steps - all grounded in your org’s competitive intelligence and buyer psychology.

How It Works

  1. Go to Agents → Sales Coach
  2. Select a deal or account for coaching
  3. Review AI-generated recommendations
  4. Apply suggestions to your outreach and deal strategy

Sales Coach pulls from your global context (competitor analysis, buyer personas, value propositions, battle cards) to give advice specific to your business, not generic sales tips.

Coaching Areas

AreaWhat It Provides
Deal strategyRecommended next steps based on deal stage, signals, and buying committee
Objection handlingResponses to common objections using your competitive positioning
Meeting prepTalking points, agenda suggestions, and research briefs before calls
Competitive positioningHow to differentiate against specific competitors in the deal
Risk assessmentEarly warning signals that a deal may be stalling or at risk
Email coachingSuggestions to improve outreach messaging and follow-up timing

Using Sales Coach with Deals

When reviewing a deal in the AE Cockpit, Sales Coach insights appear automatically:

  • Meeting prep decisions include coaching notes with talking points
  • At-risk deal alerts include recommended recovery actions
  • Post-meeting follow-ups include suggested next steps based on meeting context

Integration with Global Context

Sales Coach uses your org’s intelligence documents:

  • Battle cards - competitive positioning for specific competitors
  • Buyer personas - tailored advice based on the prospect’s role and pain points
  • Value propositions - which value props to lead with for each persona
  • Proof catalog - relevant case studies and social proof to reference