Sales Coach

Overview

Sales Coach is graph8's AI-powered role-play feature that enables your sales team to practice and perfect their pitches through realistic simulations. Using actual company and contact data, Sales Coach creates scenarios where reps can engage with AI personas exhibiting various moods and behaviors commonly encountered in real sales calls.

Benefits

  • Practice with realistic AI simulations before engaging real prospects.

  • Build confidence through repeated exposure to challenging scenarios.

  • Develop effective responses to common objections.

  • Track improvement through competitive leaderboards.

  • Personalize training with specific contact profiles and company data.

How to Use Sales Coach

Step 1: Access Sales Coach

  1. Log in to your graph8 account.

  2. Navigate to the left sidebar menu.

  3. Under the "AI TOOLS" section, click on "Sales Coach".

Step 2: Choose a Call Simulator Mode

  1. Once in Sales Coach, you'll see the "Call Simulator" tab selected by default

  2. Choose your simulation mode by toggling between:

    • Compete Mode: Real-world scenario with no hints; results count toward the SDR Leaderboard.

    • Training Mode: Practice environment with helpful tips and guidance.

Step 3: Select a Contact List (Compete Mode)

  1. If using Compete Mode, you must select a contact list that has been tagged with #SalesCoach.

    • Note: For information on how to add tags to lists, please refer to the Adding Tags to Lists article.

  2. Available #SalesCoach tagged lists will display with the number of contacts they contain.

  3. Click on your desired list.

  4. Click "Next" to proceed.

Step 3: Select a Contact List (Training Mode)

  1. If using Training Mode, you'll have access to all contact lists without requiring special tags.

  2. Browse through the available lists, which show:

    • List name.

    • Number of contacts.

    • Created by information.

  3. Click on your desired list.

  4. Click "Next" to proceed.

Step 4: Select a Prospect

  1. Use the search bar to find specific prospects or browse through the available contacts

  2. Each prospect entry shows:

    • Prospect name.

    • Job title.

    • Company name.

  3. Click on a prospect to select them.

  4. Click "Next" to proceed.

Step 5: Select Prospect Behavior

  1. Choose the behavior/mood you want the AI prospect to exhibit:

    • Nay-sayer: Prospect is skeptical and hard to persuade.

    • No Time: Prospect is short on time and may rush the conversation.

    • Angry: Prospect may respond with frustration.

    • Bad Day: Prospect is less engaged or open.

    • Detail-Oriented: Prospect prefers deep, detailed answers.

  2. Click "Start Call" to begin the simulation

Step 6: Engage in the Simulation

  1. The AI will initiate the conversation based on the selected parameters

  2. In Training Mode, you'll receive helpful tips and hints during the call

  3. Respond naturally as you would in a real sales call

  4. Use the "Hang Up" button when you're ready to end the call

Step 7: Review Call Performance

  1. After completing the call, you'll be able to view a detailed analysis of your performance

  2. The system will provide:

    • Total score (out of 30).

    • Call summary with specific feedback.

    • Detailed scoring for different aspects (Opening, Pattern Interrupt, Value Proposition).

    • Areas of strength.

    • Areas for improvement.

Step 8: Review Audio and Transcription

  1. Navigate to the "Audio & Transcription" tab in the call summary.

  2. Listen to the audio recording of your call.

  3. View the complete call transcript.

  4. Review key highlights that point out specific moments in the call with feedback.

Additional Features

My Call History

  1. Click on the "My Call History" tab at the top of the Sales Coach interface.

  2. View your performance metrics:

    • Total Calls.

    • Average Score.

    • Your Rank.

  3. See a detailed list of all your past calls with:

    • Date & Time.

    • Prospect.

    • Mode (compete or assisted).

    • Score.

    • Status.

    • Duration.

    • View option for accessing detailed call information.

SDR Leaderboard

  1. Click on the "SDR Leaderboard" tab at the top of the Sales Coach interface.

  2. View how you rank compared to your teammates.

  3. Leaderboard displays:

    • Rank position.

    • SDR name.

    • Email.

    • Total Score.

    • Number of Calls.

    • Average Score.

Tips for Success

  • Start with Training Mode to familiarize yourself with the system.

  • Practice with different prospect behaviors to prepare for various scenarios.

  • Review call analyses carefully to identify patterns in your performance.

  • Focus on improving one aspect at a time (opening, value proposition, etc.).

  • Use the leaderboard as motivation to improve your skills.

  • Regularly check your call history to track progress over time.

Support

For additional assistance with Sales Coach: