Best Sales Coaching and Onboarding Software

Sales coaching and onboarding software is designed to help sales managers build specific and effective playbooks and pitches to improve the skills of sales representatives. These tools may also offer a knowledge base of content for training new hires. These products are used to create and organize playbooks that model the steps that are both needed and known to be productive when trying to close a sale. Some solutions may offer the ability for a user to record videos of themselves making pitches to perfect their company’s sales messages. These solutions also help shorten the time of onboarding by centralizing training materials.

Sales coaching and onboarding is solely used within sales teams, and mainly by sales managers in charge of the overall sales messaging. Executives may choose to have a say in such sales coaching strategies. Sales coaching and onboarding software may be similar to sales enablement products; however, these solely focus on sales playbooks and improving the skills of the representative or new hire. These products fall under the sales acceleration parent category, with the likes of sales enablement, email tracking, sales performance management, and outbound call tracking.

To qualify for inclusion in the Sales Coaching and Onboarding category, a product must:

  • Allow users to build effective, customized playbooks and sales pitches to increase the performance of sales representatives
  • Work as a knowledge base of onboarding material for new hires
  • Provide a tool to help record and practice sales pitches and improve the skills of sales representatives
  • Help sales managers focus their representatives on a specific message to be relayed to prospects and customers

Sales Coaching and Onboarding Software Grid® Overview

The best Sales Coaching and Onboarding Software products are determined by customer satisfaction (based on user reviews) and market presence (based on products’ scale, focus, and influence) and placed into four categories on the Grid®:
  • Products in the Leader quadrant are rated highly by G2 Crowd users and have substantial Market Presence scores. Leaders include: Brainshark, LevelEleven, LearnCore, MindTickle, ExecVision, Gong, and Chorus.ai
  • High Performers are highly rated by their users, but have not yet achieved the Market Presence of the Leaders. High Performers include: Membrain, Jiminny, Rallyware, Noteninja, and Xvoyant
  • Contenders have significant Market Presence and resources, but have received below average user Satisfaction ratings or have not yet received a sufficient number of reviews to validate the solution. Contenders include: Qstream, SalesHood, Allego, and vPlaybook
  • Niche solutions do not have the Market Presence of the Leaders. They may have been rated positively on customer Satisfaction, but have not yet received enough reviews to validate them. Niche products include: CommercialTribe, SharperAx, VoiceOps, and LevelJump
G2 Crowd Grid® for Sales Coaching and Onboarding
Leaders
High Performers
Contenders
Niche
Market Presence
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Compare Sales Coaching and Onboarding Software
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    Sales Coaching and Onboarding reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

    Gong.io is the #1 conversation intelligence platform for sales. It helps sales teams generate more revenue by having better sales conversations. Gong.io records, transcribes, and analyzes every sales conversations so you can replicate what your best reps do, coach your "B-Players" better, and ramp new hires faster.


    Chorus.ai improves your team’s selling skills by harnessing the hidden value in every conversation. Chorus automatically records and analyzes every online meeting in real-time and identifies how your best sellers lead conversations, benchmarks other team members against those top performers, and scales best practices and messaging across your front-line managers and reps. Chorus.ai brings actionable insights from customer facing meetings to your entire organization - like the most engaging discovery questions, the best responses to objections, customer needs, and what maximizes your deal size. Start getting value in just 5 minutes. Chorus.ai seamlessly integrates with your CRM, all major online meeting platforms like GoToMeeting, Zoom and WebEx and engagement platforms like Outreach, SalesLoft and InsideSales.com. Companies such as AdRoll, Outreach and Qualtrics use Chorus.ai to make every meeting count.


    MindTickle is defining what great Enterprise Sales enablement looks like. By leveraging the most comprehensive data-driven Enablement platform on the market, you will gain the ability to develop, coach and improve the performance of your sales reps independent of their location. Reduce sales ramp by 60%, double competitive win-rates & increase deal sizes w/MindTickle. This solution correlates sales capabilities to business outcomes, so you can directly tie sale enablement impact to revenue.


    LearnCore is a sales enablement and video coaching solution that addresses common training challenges for large and growing organizations who need to certify their sales teams. Leading companies like Box, CDW, Conde Nast and CareerBuilder use LearnCore to onboard and retain sales reps, identify top performers, share best practices, and ensure consistent communication across geographically dispersed teams. Learn more at http://learncore.com/


    Brainshark sales readiness software equips businesses with the training, coaching and content authoring capabilities to achieve sales mastery and outsell the competition. With Brainshark, companies can: prepare sales teams with on-demand training that accelerates onboarding and keeps reps up-to-speed; validate readiness with sales coaching that ensures reps master your message; and empower sales organizations with rich, dynamic content that can be created quickly and accessed anywhere. Thousands of companies – including more than half of the Fortune 100 – rely on Brainshark to identify and close performance gaps, and get better results from their sales enablement initiatives.


    Designed by seasoned sales and customer success professionals, ExecVision is the only conversation intelligence software that was built to empower organizations to coach people efficiently at scale, improving performance and driving revenue. ExecVision analyzes conversations, providing the ability to identify what was said, the context of what was said, positive or negative reaction, and the phase of the conversation where it occurred. ExecVision then interprets and compares outcomes, giving you insights into what is and isn’t working, differentiating top performers from everyone else. To accomplish this, ExecVision ingests and transcribes conversations, then leverages AI to identify and flag key moments that managers would have never caught due to time limitations. ExecVision combines software with a team of engagement and training specialists to customize the experience for the unique needs of your organization.


    LevelEleven is a Sales Management System. We have three editions to work with different types of clients. The first is to the help MOTIVATE salespeople, the second is to ENGAGE salespeople in the behaviors that matter every single day, and the third is to help COACH salespeople with structure and consistency.


    Allego provides an intuitive sales learning platform that boosts sales performance by harnessing the power of mobile devices to transform enablement and training through video content sharing. With Allego’s mobile-first platform, organizations can create and curate the best content from the field and corporate office to better train and collaborate with sales teams, without the time and expense typically associated with in-field coaching or on-site training. Users can easily access relevant, quality content, anytime, anywhere, allowing them to capture their best ideas, master their pitch and accelerate their performance. Tens of thousands of global users across a range of industries have adopted Allego to improve sales success.


    Rallyware reinvents corporate training by connecting company-specific learning activities with operational and performance data utilizing Machine Learning and science-based gamification technologies for most impactful outcomes. This has resulted in significant business KPI improvements for companies with large workforces. Our customers are industry leaders and include companies like Samsung, Avon, Recruit, Vivint, Oriflame, and Mary Kay. Rallyware improves employees’ knowledge and performance by: - Enabling employees success through performance-based learning, customized engagement, and adaptive talent development programs - Providing ability to segment employee population by teams, geographies, interest, or any other attributes in order to align them with specific process workflows - Energizing and motivating employees through scalable personalized social game-like experiences and peer recognition - Fostering collaboration among employees across functions and geographies - Identifying talent and improving engagement through real-time metrics and analytics


    Recently acquired by SalesLoft, Noteninja is a meeting intelligence provider for sales teams. Integrating into leading conference solutions, it provides organizations the ability to surface and leverage insights from their team’s conversations and allows for easier training, coaching, feedback, and knowledge transfer during the sales process.


    We help you create modern, high performing sales teams. SalesHood is the prescriptive, just in time, sales learning platform to elevate sales results. We use mobile, video, crowdsourcing and content creation to increase team productivity and revenue.


    We’re in the business of enabling sales and success teams to communicate to their customers better, getting maximum value out of those conversations and building a coaching culture to learn and become more effective together. We achieve this by building and running a superb website, suite of desktop apps, a complex transcription and analytics platform, telco infrastructure with an audio/video pipeline, all to help bring coaching to the front of the business. We want to give teams amazing tools to become more effective and gain insight into previously hidden data.


    Xvoyant is a sales coaching technology platform, built native in Salesforce, that helps prioritize, optimize and dollarize coaching. It changes behavior by rapidly identifying and prioritizing each rep’s areas for improvement and measuring performance, activities and coachability to predict forecast viability and rep engagement. Xvoyant is the first platform to link activity execution and skill development to pipeline sustainability and forecast accuracy. Xvoyant optimizes coaching execution by providing one, consistent platform to plan, schedule, document and track coaching sessions and goals. Xvoyant syncs with Salesforce calendaring, routing and notification functionality to provide an integrated, closed-loop workflow.


    Membrain is the award-winning Sales Effectiveness Platform that makes it easier for sales teams to execute their process, coach better and continually improve. It helps drive the behaviors needed in complex B2B sales to increase sales effectiveness and achieve consistent performance. Membrain can replace or complement traditional CRM systems. Trusted by clients in over 60 countries, a two-time Top Sales CRM winner, a Top Sales Tool for five years straight and named the Top Sales Enablement Technology in 2016 & 2017. Membrain is the only software named as a G2 Crowd High Performer in each of the CRM, Sales Performance Management, Sales Coaching and Sales Enablement categories.


    Qstream is a sales acceleration platform that combines performance analytics, coaching optimization and knowledge reinforcement in one powerfully simple mobile enterprise solution. Science-backed and data-driven, Qstream is used daily by top companies in life sciences, technology and financial services to optimize sales team performance at scale — with impact to the bottom line. By letting reps respond to Q&A based challenges for just minutes a day, Qstream delivers insights that help sales leaders align behaviors for growth, and identify targeted coaching opportunities to strengthen the capabilities that matter most. Whether you're delivering information to new hires or reinforcing product messages and selling skills from a recent sales meeting, Qstream is the only solution proven to durably change the customer-facing behavior of your reps. Today Qstream is used by 14 of the top 15 global pharmaceutical companies, and 7 of the top 10 medical device companies, as well as leaders in technology, healthcare and financial services.


    VoiceOps is a best-in-class product that transcribes conversations and provides coachable call analytics for sales teams. Instead of listening to and manually scoring a small sample of calls, we transcribe, parse, and analyze all your reps’ calls to show you a breakdown of core skills like asking probing questions, describing benefits, upselling, and asking for the close at the right moment. VoiceOps automatically identifies winning behavior used on successful calls and helps you scale that behavior across your team.


    vPlaybook is a leading sales enablement platform, functioning as a sales playbook in an interactive guide focused exclusively on the customer conversation from preparation to presentation. The vPlaybook sales enablement platform is built by salespeople for users who are looking to lead successful sales conversations. Experience what more than 100,000 salespeople have with our sales enablement platform. Try the vPlaybook software for yourself with a free 14-day trial!


    SharperAx is a SaaS, webcam and screencast-based role-play automation system that lets your entire sales and service team capture and master the selling stories that move prospects to action. It makes sense if your reps struggle to consistently add value during sales conversations because: • they're new • the product is new • the messaging is new • your market keeps changing • you don't have a good way to teach them what to say and how to say it in the first place We're seeing customers run story programs with SharperAx increasing their $ / rep 30%+.


    LevelJump is a sales onboarding and training software for high-growth SaaS companies. We make it easy for you to build consistent and scalable onboarding programs and align training to sales outcomes in Salesforce to reduce ramp time of new sales hires. -Quick and easy program builder inside Salesforce -Coaching rooms + just-in-time coaching tips directly in reps workflow -Automated program metrics tied to sales process + revenue in Salesforce -ROI reporting for proving Sales Enablement Manager success Our team has extensive expertise in sales onboarding, training, enablement, and Salesforce, delivering superior customer service and innovative product development aligned with how sales reps and Sales Enablement Managers work every day.


    CommercialTribe is solving the toughest problem in sales & enablement: how to get reps aligned and on message. Using video and associated content, reps can view and share peer best practices, practice by recording themselves, submit their scenario for manager and peer feedback, and refine until they have it right. Reps actually teach and learn from one another. We focus on four key areas of improvement: Onboarding, Upskilling, Product & Service Go-to-Market, and 3rd Party Message Development. The process of sales training hasn't meaningfully changed since Dale Carnegie introduced his approach in 1937. While billions of dollars are being invested annually, sales training effectiveness remains questionable with little measurable improvement in the metrics that matter. CommercialTribe tackles this problem head-on, giving teams a new way to truly learn and engage.


    Revegy delivers a proven framework and technology designed to protect, defend and grow existing revenues. Our collaborative visual platform delivers a deeper understanding of the customer’s business, a roadmap to coordinate the sales approach and an executable plan for growing account revenue in a constantly changing landscape.


    Unleash the Power of Professional Conversations. Truly is the all-in-one enterprise voice platform bringing rep productivity, global telephony, and realtime conversation intelligence together with one tool. Organizations use Truly to clean up their voice stack. Get more conversations and cleaner data for your team while saving on cost. As the only inbound and outbound voice solution, Sales and IT leaders alike love using Truly. Truly works everywhere, captures all your call data, and maximizes conversation quality with minimal support required.


    PointForward is a video-based sales training, practice and coaching tool that generates an immediate ROI by getting more out on-boarding and product launch process. Sales leaders and enablement professionals leverage the power of video to ensure that their sales teams are prepared to deliver consistent messaging. PointForward is built for the modern sales organization that's looking for a way to scale their approach to training.


    RingDNA is a complete sales acceleration engine for inside sales teams using Salesforce. RingDNA's Intelligent Dialer for Salesforce helps outbound sales reps use RingDNA to make more calls, connect with up to 400% more prospects and fully automate voicemails. RingDNA also improves inbound call performance. Calls can be routed to the right reps based on any marketing source, complete with prospect data that helps reps have more successful conversations. RingDNA also automates call logging and reporting, providing managers with dozens of actionable reports out of the box. The result: more dials, more conversations, more inbound call conversions and more revenue.


    Mindmatrix is the only single, fully integrated platform offering complete sales and marketing enablement for direct and indirect sales. Mindmatrix combines PRM, Channel Marketing, Asset Management, Sales Enablement, and Marketing Automation for the complete enablement of your sales and marketing teams. This unified platform takes you through every step in the sales process from lead to revenue, enabling your sales channels to sell more, faster.


    People.ai is the AI platform for data-driven sales and marketing. We give sales leaders a complete picture of sales activities and leverage AI to help them manage their teams based on hard data, rather than assumptions. Marketing teams gain visibility into how their leads move through the funnel after being passed to sales, allowing them to attribute sales activity to the right leads, campaigns, and opportunities. With AI, People.ai is finally bridging the gap between sales and marketing. People.ai is headquartered in San Francisco, CA and is backed by Y Combinator and Silicon Valley’s top investors, including Lightspeed, Shasta Ventures and Index Ventures. Customers include Lyft, Gainsight, and SalesLoft.


    WorkRamp's learning platform trains sales, customer success and marketing so they are aligned and onboarded quickly. Through our Enablement Cloud™ software, teams can easily upload and share knowledge resources and use our training platform to certify reps anywhere from product knowledge to objection handling. Combined with our industry leading customer success team, we help reduce ramp times, increase quota attainment, and improve customer satisfaction. Join the thousands of customers like Zoom, Square, and Paypal who are leveraging WorkRamp to super-charge their teams.


    Ambition is a sales management system backed by Google, Harvard Business Review and AA-ISP. The Ambition platform syncs data from your key systems (Salesforce, New Voice Media) onto a drag-and-drop UI that empowers managers to create flexible performance visualizations and insights across their entire sales organization. Sales leaders use Ambition to bring transparency, ownership and insight to sales performance metrics. The platform integrates all key data points from your CRM, phone system, and other major data systems under one roof. Using drag-and-drop interfaces, sales leaders can build sales performance analytics that suit the specific needs of their sales organization - complete with benchmarks, scores, goal trackers, TVs, leaderboards, competitions, coaching modules, and flexible on-command reporting into activities, objectives, and efficiency metrics.


    Strategy Mapper is a 100% native Salesforce.com strategic selling solution that provides the Four Key Components for Key Account Management: 1. Account Management- Create proactive, robust and intuitive key account plans to ensure customer success. Provide your teams the defined strategies to drive revenue in existing accounts and nurture potential accounts all within Salesforce. 2. Opportunity Planning - Ensure teams are following the stated sales process in every opportunity, provide proactive sales coaching in every selling situation, all within Salesforce. 3. Meeting Planning and Execution - Plan, Schedule and Execute your critical business meetings. Take meeting notes, identify Stance and Role of meeting attendees, gather 'Actionable Intelligence', schedule tasks all with a single 'Pane of Glass' in Salesforce. Reduce the administrative overhead of updating Salesforce for your team, give them more time to sell. 4. Stakeholder Relationships - Build robust, interactive org charts that depict the Stance and Role of every stakeholder. Realign in the org chart in real-time, gone are the days of static org maps. Strategy Mapper • Incorporates planning, execution and sales enablement is a single solution • Automatically updates based on inputs from opportunities and customer meetings • Brings together all of the customer intelligence to increase success rates • One-click plan creation eliminates the stress and overhead of creating and maintaining • One-click Sales Playbook • Provides a collaborative interface so sales managers and reps can easily sync on sales plans • Provides sales leadership a true picture of the progress of the opportunities • Buil-in integration with Pardot Strategy Mapper is unmatched Key Account Management and Opportunity Planning, Meeting Planning and Execution and Stakeholder Relationship Management within Salesforce.


    Bridge by Instructure is an innovative, outcome-focused talent management platform for businesses. Bridge helps companies elevate people, their careers, and the organization with customer-driven solutions—so they can grow and retain a happier workforce. We do this by developing learning and performance management software that promotes forward-thinking strategies, actionable analytics, and employee and leader development. Bridge supports continuous innovation and offers white-glove customer service, enabling companies to achieve desired outcomes—like happier, well-trained employees. Invest in your employees and your company. Bridge is the human capital management platform that understands that people matter most. Find out more at www.GetBridge.com.


    Emissary.io is a platform connecting sales professionals with former executives who have specific knowledge about their important sales targets.


    AllianceTek’s Executive coach suite is an online custom coaching management software designed to help coaches track and manage their business and administrative chores.


    Support your sales force through every step of the process.


    Cloud based technology Sales and Channel Management Software platform.


    LiveCoach helps you attract, retain and engage the best talent through limitless professional and personal growth opportunities. Our algorithm matches employees with qualified experts who create personalized programs to fit every learning style.


    Virtual role-play your way to effective messaging and consistent sales calls.


    Lurniture is dedicated to improving the sales effectiveness of modern sales teams. Lurniture helps companies drive revenue by accelerating the onboarding and ongoing enablement of its employees and partners.


    Whether your top goals are acquiring new accounts, overcoming objections, or closing deals more quickly, New Velocity Sales Training will empower your sales team to become superstar versions of themselves.


    The #1 Training Reinforcement App.


    Sales Coach is a configurable, context-sensitive playbook, natively built in Salesforce designed to guide reps to the appropriate content and sales strategy throughout their sales cycles.


    London-based sales trainers.


    SmartWinnr is a leading sales acceleration platform that can double sales performance and reduce recurring training cost by 30% through AI-driven knowledge and KPI gamification. SmartWinnr automatically sends short quizzes and Twitter-like feeds to your sales team to keep them updated about your products, competition, and customers. SmartWinnr’s gamification engine helps you to easily create competitions and leaderboards for your sales KPIs to drive performance. By quantifying knowledge and sales results in real-time while motivating and engaging your sales team, SmartWinnr helps you to proactively identify performance bottlenecks and take remedial actions.


    The mission of Syandus is to simulate human coaching and mentoring in software for rapid deployment at scale. There is broad recognition that simulated experience is a powerful way to improve human performance.


    Vista Lead Generation sales development platform solves some of the most time consuming problems in the outbound sales process like sourcing the right prospects, personalizing content at scale, and nurturing your prospects into customers with our tailored outreach solution.


    Kate from G2 Crowd

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