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Description

CoachCRM empowers your team by addressing challenges, monitoring conversations, and developing personalized action plans for each representative while enhancing overall visibility into sales performance gaps. Elevate your team's standards with a strong focus on accountability in coaching. Take charge in addressing any individual performance concerns and concentrate on the vital metrics that indicate success. Expand your training and development initiatives while showcasing a tangible return on investment. Detect persistent issues and collaborate effectively with sales management to tackle factors affecting the team. Offer support to your managers and share insights on critical performance challenges. Additionally, improve your team's capacity and gain a deeper understanding of qualitative factors influencing their performance. This comprehensive approach not only boosts individual accountability but also fosters a culture of continuous improvement within the entire sales team.

Description

This versatile B2B sales tool is designed with a client-focused approach and operates seamlessly across all mobile devices, such as smartphones and tablets, as well as web browsers. It empowers sales representatives by allowing them to effectively plan, recommend, organize, place instant orders, and monitor both personal and company objectives. By streamlining the order management process, it enhances efficiency from order approval and offer customization to various reporting and personalization features. This tool caters to both field sales representatives and those who manage orders from their desks. Additionally, its advanced sales-route planning, equipped with integrated GPS, functions like a personal assistant for field sales professionals. The intelligent algorithm provides real-time recommendations for the quickest driving routes and creates a monthly itinerary that includes visit frequency, duration, and sustainability of routes. Furthermore, sales managers gain comprehensive visibility over all field sales operations, ensuring they can track performance and optimize strategies effectively. This holistic approach ultimately fosters better collaboration and helps drive sales success across the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 No 
Oracle Fusion Cloud ERP No 
SAP ERP No 

Integrations

Microsoft Dynamics 365 Yes 
Oracle Fusion Cloud ERP Yes 
SAP ERP Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CoachCRM

Founded

2021

Country

United States

Website

www.coachcrm.com

Vendor Details

Company Name

Intelisale

Founded

2015

Country

Malta

Website

intelisale.com

Product Features

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording No 
Gamification No 
Goal Setting / Tracking No 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording Yes 
Gamification Yes 
Goal Setting / Tracking Yes 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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