How to Use AI Sales Coach

How to Use AI Sales Coach

The AI Sales Coach is one of our most user-friendly features, combining ease of use with a highly sophisticated system.
Understanding buyer behavior to build genuine one-on-one connections effortlessly. Crafting emails that stand out with the right approach to engage your prospects effectively.

Info
AI Sales Coach is only available for the +Employee platform.





How to use AI Sales Coach: 

To pull a report for AI Sales Coach you have a couple different options. 

1. Your Identified Visitors
  1. How to search a Lead in +Employee.





2. Who to Contact
  1. How to search in Who to Contact.





3. AI Sales Coach Menu
  1. Using the LinkedIn Profile URL inside the AI Sales Coach menu







Once you've requested your coaching, you will find the insights in the AI Sales Coach menu.







Once in AI Sales Coach you will find your coaching results.






Select the report you wish to open.





You will find helpful insights gathered by AI to help you successfully sell to your prospect.
We have used our AI Sales Coach template for privacy purposes.



4. AI Sales Rep
  1. Select the email recipient from your Unified Mailbox and open Visitor Details.



AI Sales Rep is an additional feature, if you do not have AI Sales Rep - this option is not available to you.
Please schedule a call with us to learn more about AI Sales Rep.

Notes
Please schedule a demo for live action using the link below.

Info
If AI Sales Coach cannot pull a report, you will get the credit back.

Want to add AI Sales Coach or schedule a demo? Click here.

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