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Sales call coaching

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Overview

Analyze recorded customer calls to evaluate how well reps follow your sales methodology and where they can improve. See where reps articulate value, quantify outcomes, reference customers, engage decision-makers, and what to focus on next time. Scale coaching with consistent, actionable guidance you can deliver in minutes.

See it in action

Capabilities

  • Evaluates calls against your internal sales methodology to pinpoint strengths, gaps, and risks.
  • Surfaces relevant transcript quotes so managers can coach to specifics, not generalities.
  • Suggests practical next-step topics and agenda items for the follow-up conversation.
  • Highlights missing elements such as quantified outcomes, references, or executive engagement so reps can address them early.

    Example output

    Feedback summary — Acme Corp discovery with Jordan Lee (Gong recording)

    Success criteria 

    Point of view (value hypothesis): Present — “Based on your expansion goals, Globex helps teams shift time from manual updates to selling by automating CRM hygiene and surfacing account context instantly.”

    Positive business outcome: Partial — Outcomes were described qualitatively.

    Customer references: Missing — No specific customers cited.

    Executive alignment: Missing — No explicit economic buyer identified or invited for next call.

    Suggestions for the next meeting agenda

    Quantify outcomes: Align on 2–3 concrete KPIs.

    Add a customer proof point: Share one relevant customer story and outcome to build confidence.

    Expand stakeholders: Invite the economic buyer and a technical evaluator; confirm decision process and timeline.

    Agent workflow

    Step 1: Trigger activation 

    User selects one or more recorded calls and the agent fetches the transcript(s) from Gong.

    Step 2: Analyze call transcript 

    Identify the rep and meeting context from the transcript.

    Step 3: Compare transcript to desired criteria 

    Check for key success criteria (value hypothesis, positive business outcomes, customer references, executive involvement).

    Step 4: Note sources for conclusions 

    Extract supporting quotes tied to each criterion and mark presence or absence.

    Step 5: Generate report 

    Create a compact table summarizing coverage across criteria.

    Step 6: Deliver output 

    Write concise coaching notes with suggested focus areas and next-meeting agenda items.

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