Coach reps from call transcripts

Get AI sales coaching after every call with AI call analysis that surfaces strengths and gaps in the transcript against prospecting best practices and logs insights to a performance tracker.

Useful for
Sales reps who want ongoing self coaching on their prospecting calls, plus sales managers and enablement leads looking to understand patterns in rep performance and guide coaching across the team.

Ready to use

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Open this use case in Make with the selected apps, then customize the workflow to fit your needs.

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When a sales rep shares a call transcript via [team chat platform, e.g. Slack, Microsoft Teams], an AI agent analyzes the conversation against prospecting best practices from [internal documents source, e.g. Google Drive, Notion, Confluence] and the web, decides which strengths and gaps matter most for that call, sends the rep tailored feedback in [team chat platform], and logs the insights to [performance tracker, e.g. spreadsheet, CRM, sales enablement platform].

Guided by AI

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visual-first automation and AI

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.

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Problem

Sales reps manually listen back to call recordings and review transcripts to identify what they did well and where they fell short against prospecting best practices. This review is repetitive and time consuming, so it often gets skipped, leaving reps without the feedback they need to hit their targets.

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Solution

When a sales rep shares a call transcript through the team chat, an AI agent analyzes the conversation against prospecting best practices from internal playbooks and the web, decides which strengths and gaps matter most for that call, sends the rep tailored feedback, and logs the insights to a performance tracker.

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Impact

Every call gets reviewed against prospecting best practices, so reps receive feedback while the conversation is still fresh and improve between calls instead of skipping self review.

Benefits 

Who is this for? 

Sales reps who want ongoing self coaching on their prospecting calls, plus sales managers and enablement leads looking to understand patterns in rep performance and guide coaching across the team.

Success stories

Adapt at speed with 
visual-first automation and AI 

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.

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