AI sales coaching software
AI sales coaching software improves team performance and communication by providing data-driven coaching tips for each call. Great for teams of all sizes, AI sales coaching software improves lead conversion by optimizing team communication and identifying areas for improvement.
How AI sales coaching software improves lead conversion and customer satisfaction
Personalized, actionable coaching after the call
Every agent receives tailored feedback on specific interactions, helping them improve their performance after each call. This personalized coaching allows agents to continuously refine their skills, leading to better sales performance.
Scalability of training across teams
Automated call coaching provides consistent feedback to all agents without manual review. This scalability helps small and medium-sized businesses with limited training resources, improving agent performance without extensive one-on-one coaching.
Improved lead conversion rates
Convert Assist helps businesses manage their lead pipeline with follow-up recommendations and actionable steps. Quick, personalized follow-ups based on AI insights boost engagement and conversion rates, driving revenue growth.
Cost efficiency
Convert Assist helps businesses run more efficiently by automating lead management tasks like follow-ups and post-call coaching. Just one additional sale can cover the tool's cost, making it a cost-effective option for SMBs.
Enhanced customer experience
Automated coaching improves agents' conversational skills, leading to more effective interactions. Better customer experiences boost trust and satisfaction, making customers more likely to choose your business and improving retention and lifetime value.
Objective, data-driven insights
AI-powered coaching provides consistent, objective coaching, helping businesses identify performance trends and implement best practices. It ensures fair feedback for agents and gives managers insights for better team development and process improvements.
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Automated call coaching
After each call, Convert Assist provides AI-driven, personalized feedback to sales agents on their performance, highlighting areas for improvement. This helps agents continuously refine their skills, leading to better conversations and higher sales conversions over time, all without real-time pressure.
Action plans for lead follow-up
Convert Assist automatically generates tailored next steps for agents, based on previous interactions with the lead, ensuring personalized and timely follow-ups. This feature streamlines the follow-up process, helping businesses stay on top of their lead pipeline and reducing the risk of losing leads due to slow or generic follow-ups.
Automated drafting of follow-up emails and call content
The platform auto-generates ready-to-send emails or scripts for call-backs based on the context of prior conversations. This saves time for sales teams, ensures quick re-engagement with leads, and maintains a personalized touch, improving overall lead nurturing and increasing conversion rates.
AI-driven lead insights
Convert Assist leverages AI to analyze conversations and interactions, providing deep insights into lead behavior, engagement, and preferences. By understanding lead intent and preferences better, businesses can prioritize high-value leads and tailor their outreach more effectively, boosting conversion efficiency.
Seamless integration with CRM and marketing platforms
Convert Assist integrates with popular CRMs and marketing platforms, such as Salesforce, HubSpot, and Google Analytics, ensuring data flow and reporting are smooth and synchronized with existing workflows. This allows businesses to adopt Convert Assist without disrupting current systems and processes, and it enhances the overall lead tracking and reporting capabilities.
CallRail goes great with everything
Our call tracking integrates with the most popular small business software, from Google Business Profile and Google Ads, to email platforms and customer management tools.
Hear what our customers are saying about CallRail’s AI sales coaching software
“The CallRail Call Coaching feedback, when it's auto-generated, will often touch on the same kinds of things that I'll be prepared to deliver to our team members - and in some cases, will pick up on things that maybe I might have missed. So, that's extremely powerful.”
Tom Gonzales, Operations Strategist, Ohana Dental Implant Centers
“Today, I’m spending less time monitoring calls and more time serving our customers—which is the way it should be.”
Vlad Kandybovich, CEO, Qshark Moving Company
"CallRail has helped us identify some minor issues with our customer service over the phone with our clients. It has allowed us to provide positive feedback to our employees in helping them become educated on how certain calls can be handled more effectively."
Thomas R., G2 Customer Review
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Start your free trialAI sales coaching software FAQ
How will Convert Assist improve my lead conversion rates?
Convert Assist leverages AI to analyze your phone calls, draft ready-to-send follow-up messages, provide actionable next steps, and identify areas for sales rep improvement.
This reduces response time by eliminating the need to skim call transcripts or review notes before re-engaging, gives teams the opportunity to share follow-up responsibilities while providing an even more personalized customer experience, and allows businesses to efficiently re-engage leads to turn more leads into customers.
What specific outcomes or success metrics can we expect to see?
A recent study by MIT revealed that businesses that respond in 5 minutes or less are 21X more likely to qualify a lead and 100X more likely to convert a customer. With that said, you can expect an improvement in lead conversion, reduction in the time it takes to qualify and respond to leads, and an improvement in customer satisfaction.
How easy is it to implement and integrate with my current systems?
It’s easy and seamless to integrate Convert Assist with the systems you’re currently using in your tech stack. With 50+ different integrations, CallRail makes it fast and simple to start tracking your marketing efforts and improve your lead conversion rate.
Can I scale this solution as my business grows?
Convert Assist is designed to support businesses of various sizes and grow alongside them. Its AI-driven tools, such as smart follow-ups and action plans, are customizable and suitable for scaling operations as customer engagement needs increase. CallRail as a platform offers flexibility to accommodate expanding teams and increasing lead volumes.
How secure is the data within Convert Assist?
CallRail prioritizes data security with features like PII (Personally Identifiable Information) redaction and HIPAA-compliant encryption where required. These measures ensure sensitive data is protected, reducing liability and maintaining confidentiality.
How does the platform handle sensitive customer information and ensure compliance with data protection regulations like GDPR, CCPA, or HIPAA?
Convert Assist adheres to major data protection regulations. For healthcare and other sensitive industries, CallRail offers a HIPAA-compliant setup, including encryption, user access controls, and business associate agreements (BAAs) when needed.
Can I test the product before committing?
Yes, CallRail offers a 14-day free trial. This allows potential users to explore its features and determine its fit for their business without commitment
What metrics should I focus on during the trial period to determine whether Convert Assist is the right fit for my business?
During the trial, focus on metrics like response time improvement, lead conversion rates, and engagement success through follow-up channels. Tracking how Convert Assist automates and enhances lead management can help determine its effectiveness.
How does the product handle follow-ups with leads who prefer different channels (e.g., phone vs. email)?
Convert Assist includes a "Smart Follow-Up" feature that drafts tailored messages for email or calls. This ensures quick, personalized re-engagement with leads, catering to their preferred communication methods.
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