The AI Coaching system in Salesfinity helps sales teams continuously improve performance through data-driven insights.
It’s designed to transform every call into a learning opportunity by automatically analyzing conversations and providing actionable feedback.
AI Coaching has three core parts:
AI Call Scorecards — Automatically analyze and score every call to show what worked and what didn’t.
360° Rep Profile — Provide a full performance overview for each SDR, combining activity data with behavioral and skill insights.
Benchmarking — Compare SDRs side-by-side to identify what makes top performers excel and how others can improve.
1️⃣ AI Call Scorecards
After every call over 60 seconds, Salesfinity automatically generates a detailed scorecard that evaluates the conversation across three major dimensions.
🔹 1. Persona & Messaging Fit
The AI determines whether the rep:
Targeted the right persona (Decision Maker, Influencer, Gatekeeper)
Used messaging that resonated with the prospect’s context and pain points
Positioned the product effectively for conversion likelihood
This helps managers identify whether reps are reaching the right people and whether their pitch is aligned with the audience’s priorities.
🔹 2. Behavioral Analysis
The behavioral analysis shows how reps conduct themselves on the call.
It evaluates:
Number and type of questions asked
Pacing (words per minute)
Interruptions per call
Talk-to-listen ratio
Pitch duration
These metrics reveal key behavioral tendencies that impact engagement, professionalism, and control over the conversation.
🔹 3. Skill-by-Skill Assessment
Each call is assessed across six critical skill areas, helping reps and managers identify exactly where to improve:
Skill | What It Measures |
Intro | Clarity, tone, and flow of the opener |
Discovery | Depth and relevance of questions |
Pitch | Personalization and value alignment |
Objection Handling | Ability to respond effectively under pressure |
Tonality | Confidence, empathy, and pacing |
Call-to-Action (CTA) | How clearly the rep drives the next step |
Every score is backed by AI explanations and call evidence, showing exactly why it was graded that way.
This creates a transparent, objective foundation for coaching conversations.
2️⃣ SDR 360° Rep Profile
The 360° Rep Profile compiles every call, score, and behavior metric into one unified view — giving managers a holistic understanding of each rep’s performance.
📊 What You’ll See
Activity Funnel: Dials → Connects → Conversations → Meetings
Performance Metrics: Dial efficiency, connect rate, meeting rate
Behavioral Metrics: Talk ratio, opener length, pacing, CTA frequency
Competency Radar: Skill breakdown across six core competencies
Objection Trends: Common objections and handling rate
Prospect Reactions: Emotional responses detected during calls
This data helps managers run data-backed 1:1 sessions with SDRs.
Instead of relying on gut feeling, coaching becomes objective and actionable — focused on clear evidence of what needs improvement.
3️⃣ SDR Benchmarking
When teams grow, it’s common for performance gaps to appear — even when everyone uses the same tools, script, and personas.
Benchmarking solves this by allowing leaders to compare SDRs side-by-side to uncover what makes top performers different.
⚖️ Compare Reps Side-by-Side
View two (or more) reps in parallel and analyze:
Activity metrics (dials, connects, conversations, meetings)
Skill radar comparisons
Objection handling effectiveness
Prospect reactions and sentiment
This makes it easy to spot high-impact differences — whether it’s pacing, opener quality, or objection approach — and replicate winning patterns across the team.
💡 Why AI Coaching Matters
Salesfinity’s AI Coaching helps your team go from subjective to scientific coaching.
It transforms how managers and reps approach improvement by delivering:
Data-driven coaching — No more guessing what went wrong
Consistent call quality across the entire team
Personalized learning for every rep
Faster skill development through feedback loops and measurable progress
🚀 Quick Summary
Feature | Purpose | Benefit |
AI Call Scorecards | Evaluate every call automatically | Objective feedback with real evidence |
360° Rep Profile | Analyze overall performance | Data-backed 1:1 coaching sessions |
Benchmarking | Compare reps side-by-side | Identify and scale top-performer behaviors |
🔍 Access Path
Dashboard → Analytics → AI Coaching
You can filter by rep, team, or time period to focus on the most relevant performance insights.
🙋 Need Help?
Reach out to [email protected] if you need assistance.