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:
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