Sales Coach in Zuper helps your team improve those conversations by providing AI-powered coaching and performance feedback after every recorded visit. When a sales representative records an inspection or proposal presentation, Sales Coach transcribes the conversation, evaluates it against your company’s sales playbook, and generates a coaching card with a score, summary, and personalized coaching moments. Sales reps receive actionable coaching after every scored conversation, while managers gain visibility into sales performance across the entire team, identify coaching opportunities, and help reps improve their sales skills without needing to attend every appointment.
Before you begin
- Account configuration is required to use this feature. Please contact Sandhya Gopalan(sandhya@zuper.co) or your account manager for details.
- Your organization needs an active sales playbook. In this release, Zuper configures your playbook for you based on the sales process and evaluation criteria you want Sales Coach to use when assessing recorded conversations. Share your playbook with your Zuper representative to get started.
- If you do not have a playbook, Zuper can share a default playbook that you can review, customize, or use as-is for Sales Coach setup.
- Recording a conversation requires an active job or proposal presentation in Zuper Mobile. See Recording a Sales Coach Conversation.