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Responsive Spring 2025 Release Puts Custom Agents in Customers’ Hands, Accelerating Impact and Reach of AI

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Responsive surpasses $750B in managed opportunities while enhancing its platform with AI agents and self-serve capabilities to empower field teams

Responsive, the leader in Strategic Response Management (SRM), unveiled its Spring 2025 Release launching Agent Studio, a no-code environment for building custom AI agents using natural language. Agent Studio debuts alongside a slate of advanced AI capabilities and AI agents that are redefining how organizations democratize organizational knowledge to win more business. With its latest innovations, Responsive is putting automation into the hands of field teams and making AI agents interactive, customizable, and available in the tools people use every day.

“Custom AI agents are the next productivity revolution—and with Agent Studio, any team can build them without heavy development or deep technical expertise,” said AJ Sunder, Chief Product and Information Officer at Responsive.

“The future lies in democratizing access to institutional knowledge—and AI is central to that shift,” said Jamie Ninneman, Global Head of RFx Advisory at SAP. “Responsive has been a valuable leader in this journey, helping companies scale how they respond, collaborate, and accelerate their transformation with Strategic Response Management.”

Build your own agents – no code needed

Responsive’s Agent Studio is the SRM market’s first no-code agent creation environment. It allows users to build customized AI agents to automate critical tasks, such as content cleanup, compliance reviews, content archiving, tagging, and identifying outdated information to keep knowledge bases compliant and response-ready. Agents can be scheduled, triggered on-demand, and monitored, enabling explainability with clear governance and audit trails at scale.

“Custom AI agents are the next productivity revolution—and with Agent Studio, any team can build them without heavy development or deep technical expertise,” said AJ Sunder, Chief Product and Information Officer at Responsive. “Sales and proposal teams can now build agents tailored to their specific needs. As customers apply these agents to real business problems, we gain early insight into the next wave of high-impact AI use cases that will shape the future of work.”

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

Agents that work wherever you do

Responsive also expanded its agent library with out-of-the-box agents that users can access and engage from core productivity applications:

  • Analysis Agent, integrated into Ask, Responsive’s conversational interface, scans RFPs, RFIs, and other documents to extract critical requirements, surface risks, and deliver a concise opportunity assessment—empowering faster and smarter go/no-go decisions and more confident early-stage pursuit strategies.
  • Answering Agent, integrated into both Slack and Responsive’s Ask, creates high-quality, first drafts for RFPs, questionnaires, and ad hoc questions—drawing from trusted organizational content and citing all sources.

Empower field teams with self-service

Bid and proposal teams can’t respond to every request, often leaving lower-value RFPs to sales reps without support. Guided Projects, a self-serve AI solution, unlocks these overlooked opportunities by helping field teams generate responses in minutes. Using Responsive agents, Guided Projects extracts key requirements, drafts content, performs compliance reviews, and more, enabling field teams to complete RFPs and assessments independently.

Guided Projects democratizes the response process itself. Any field team – sales, customer success, solution consulting, and more – can manage complex responses without compromising quality, ultimately helping organizations respond to more requests with greater speed and consistency.

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

“At Microsoft, empowering our field teams with greater self-service capabilities is central to our strategy,” said Alexis Hourselt, Interim Director, Proposal Center of Excellence, Microsoft. “As an early partner of Responsive, we’re collaborating to innovate on solutions like Guided Projects that enable our teams to operate more independently and effectively.”

Improve quality and accuracy of AI-generated responses

Teams using AI for strategic responses often face challenges in ensuring content is accurate, trustworthy, and high quality, while also racing to meet tight deadlines. To address these pressures, Responsive launched two key innovations:

  • TRACE Score™, the industry’s first content scoring system that objectively assesses the quality of AI-generated responses—enabling organizations to improve response accuracy, scale AI-driven content with confidence, and mitigate risk.
  • Quality Check, an AI-powered auditing capability that checks responses for content issues to enable remediation and ensure work is complete, accurate, and compliant.

Together, these advanced AI capabilities help teams produce polished, compliant responses at the speed of AI, minimizing risk and maximizing confidence at every stage.

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Glia’s New AI Features Help Contact Centers Benchmark Against Peers and Optimize Balance of Human and AI Interactions

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Leveraging insights from hundreds of financial institutions and millions of monthly customer interactions, new reporting capabilities enable confident, data-driven AI adoption

Glia, the leader in unified AI and human interactions, announced Cortex AI Benchmarks, a new reporting dashboard that enables Glia customers to measure Customer AI and Agent AI performance metrics—and, importantly, how their performance compares to their peers. This innovation expands reporting capabilities within Glia’s AI customer interactions platform, providing organizations with actionable insights to navigate AI adoption effectively and efficiently.

“Because our platform is already delivering value for hundreds of financial organizations, our new Cortex AI Benchmarks tool makes it easy to see the impact,” said Jake Tyler, Director of Conversational AI Strategy at Glia.

“In AI landscape, contact center leaders don’t need more hype, mystery and flashy demos—they need clarity and confidence about what AI can really do for them,” said Jake Tyler, Director of Conversational AI Strategy at Glia. “Because our platform is already delivering value for hundreds of financial organizations, our new Cortex AI Benchmarks tool makes it easy to see the impact. Customers can now quickly learn how Glia’s suite of AI tools are performing for their peers and use these insights to evaluate how to implement and optimize them in their own business.”

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

With Cortex AI Benchmarks, organizations access critical Customer and Agent AI performance metrics and benchmark against the average of all Glia customers, as well as those performing in the top twenty-five percent. This reporting enables them to assess how effectively they’re leveraging Glia’s AI tools with metrics including:

  • Understanding Rate: The rate at which the AI-powered Glia Virtual Assistant (GVA) accurately interprets customer queries and delivers appropriate responses.
  • Containment Rate: How often the GVA successfully resolves customer queries without human agent involvement.
  • Average Minutes Saved: How much human agent time is saved by automating post-interaction surveys and documentation.

Glia’s AI innovations are already delivering measurable results for organizations looking to optimize their customer service operations responsibly while preserving the human touch. With enhanced visibility into AI performance metrics and industry benchmarks, contact center leaders can now make more informed decisions about their AI deployment strategies and resource allocation.

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

“Glia’s AI solutions have transformed our member service operations,” said Sergio Gagliardi, Chief Operating Officer at Mid-Atlantic Federal Credit Union. “The Virtual Assistant has cut wait times by 94% while maintaining member satisfaction, and its ability to handle routine inquiries allows our agents to focus on the complex interactions that require a human touch. The AI-powered agent features like AutoComplete, Interaction Wrap-up, and Agent Assist GVA are like having a personal assistant—providing real-time coaching and automated documentation while enabling our team to create more meaningful connections with members instead of getting caught up in administrative tasks.”

The announcement of Cortex AI Benchmarks closely follows the launch of GVA Learning 360, a first-of-its-kind AI solution that learns how a contact center’s best agents respond to customer requests and uses the intelligence to automatically generate answers for their GVA—significantly shortening setup time and ensuring consistency across human and AI interactions.

“Organizations are eager to deploy AI in their contact centers but they need two critical elements: confidence in their AI’s performance and visibility into what ‘good’ looks like,” said Tyler. “With Cortex AI Benchmarks, we’re giving institutions the context they need to make confident, data-driven decisions that improve efficiency and customer outcomes. With GVA Learning 360, they can effectively ‘clone’ their best human representatives to ensure their customers receive the highest quality experience—human or AI—every time. There’s a lot of noise around AI right now, and we’re passionate about making responsible adoption simple for organizations that rely on compliance, relationships, and data security.”

Glia will be previewing Cortex AI Benchmarks, GVA Learning 360, and more AI innovations this week at Q2 CONNECT in Austin, Texas. Attendees of the show are encouraged to visit booth 403 to see Glia’s responsible AI in action.

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Dazos Raises $25 Million Series A to Empower Behavioral Health Providers

Dazos - Business Intelligence, made visible.

Dazos, the all-in-one CRM platform for behavioral health providers, has raised $25 million in Series A funding from New York-based Radian Capital. The funds will be used to accelerate product development and deepen support for its growing customer base.

Read More: SalesTechStar Interview with David Sudbey, Chief Customer Officer at Dialpad

Behavioral health providers are facing unprecedented pressure as demand soars, staffing remains tight, and legacy systems and processes slow teams down. By centralizing and simplifying admissions and revenue workflows, Dazos helps providers stay focused on providing great care. The platform – custom built for behavioral health users and workflows – gives teams the visibility and structure they need to grow efficiently, without the upfront and ongoing expenses typically associated with highly-customized software implementations.

Read More: Reducing Sales Burnout: How Sales Automation Supports Mental Health in Sales

“This funding allows us to move faster on the things that matter most to our customers: expanding capabilities, reducing administrative burden, and providing high-quality care for more people,” said David Farache, CEO of Dazos. “We’re building a system of record for behavioral health providers that seamlessly integrates with essential clinical systems such as industry-leading EMRs, and we’re just getting started.”

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Talon.One Brings Advanced Promotions and Loyalty Capabilities to Shopify Enterprise

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Leading enterprise merchants unlock new revenue-driving capabilities, as Shopify Enterprise integrates Talon.One’s flexible incentives platform into its commerce ecosystem

Talon.One has partnered with Shopify to become the only enterprise-grade promotions and loyalty engine to be integrated into the commerce platform provider – maximizing revenue opportunities for Shopify’s largest Enterprise customers.

Many large-scale global brands have complex discounting, incentive, and loyalty requirements. With Talon.One on board as a Premier Tier partner, Shopify has levelled up its promotions and loyalty capabilities, empowering brands to run intelligent incentives programs that drive higher average order value and build greater customer loyalty.

With unlimited flexibility when it comes to structuring promotions and loyalty programs, brands that use both Shopify Enterprise and Talon.One have a single point of access to over 30 sophisticated incentives tools – including personalized, behavior-driven offers, gamified rewards and advanced loyalty programs.

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

Christoph Gerber, CEO of Talon.One, commented: “Talon.One and Shopify Enterprise are a perfect match for ambitious, global brands looking to maximize revenue. With real-time, precision-driven incentives, brands can eliminate blanket discounts that erode margins and condition customers to wait for promotions.

Shopify merchants can now minimize discount dependency, enhance customer lifetime value and boost profitability. This partnership will deliver a best-of-both-worlds solution: the fully flexible and scalable loyalty and promotional capabilities of Talon.One, with all the speed, versatility, and performance advantages of Shopify Enterprise.”

Apsara Chidambaram, Head of Alliances – Partnerships at Shopify added: “Thanks to this integration, Enterprise merchants on our platform can now have the promotional flexibility of other commerce platforms, while maintaining the industry’s fastest, highest-converting checkout. This integration will allow established and disruptive high-volume merchants to deliver better, tailored engagements to their customers using Shopify’s enterprise stack.”

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

Key features of Talon.One’s Shopify integration include:

  • Smart & scalable promotions – deliver targeted, data-driven incentives based on customer data, geography and behavior.
  • Next-level loyalty & gamification – create multi-market and multi-brand loyalty programs, gamified rewards, and behavior-triggered experiences to deepen customer engagement.
  • Enterprise-ready and future-proof – built for high-volume, high-growth brands, Talon.One’s API-first engine is fully customizable and scalable with Shopify’s ecosystem.

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TCN Enhances Workforce Management Offering With AI-Powered Features

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TCN, a leading provider of cloud-based contact center solutions, announced significant advancements and the integration of cutting-edge artificial intelligence (AI) into its Workforce Management (WFM) suite. These enhancements empower contact centers to achieve unprecedented levels of efficiency while improving performance and enhancing the customer experience.

TCN’s robust WFM solution harnesses the power of AI to deliver intelligent automation, actionable insights for strategic planning and the ability to proactively identify and address staffing challenges, fostering a more engaged and productive workforce.

  • AI-Driven Forecasting: By analyzing historical data with advanced algorithms, TCN’s WFM accurately forecasts contact volume, allowing managers to meet service goals without overspending on labor. It automates the analysis of past monthly, weekly, daily, and hourly contact patterns- capturing seasonal trends and marketing impacts – to ensure that contact centers consistently have the right staff in the right place to handle every interaction.
  • Intelligent Scheduling: The scheduling features go beyond simple automation. WFM Scheduler utilizes advanced computational AI to enhance accuracy in requirement calculations. Scheduler will create shifts that include strategically placed intraday activities (such as breaks and lunches) to ensure optimal staffing levels that reduce caller wait times, improve first call resolution rates and increase overall customer satisfaction.
  • Performance Monitoring and Alerts: AI algorithms continuously monitor key performance indicators (KPIs) and provide near real-time alerts to managers when predefined thresholds are met or exceeded. This immediate visibility allows for intervention before service levels (and the customer experience) are significantly impacted.

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

“TCN is committed to providing our clients with innovative and effective tools to manage their contact center operations,” said Heather Jones, Workforce Management SME at TCN. “The integration of AI into our Workforce Management suite is a natural and necessary step as it makes the unprecedented visibility WFM provides accessible to all contact centers, regardless of size or skill level.”

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

TCN’s AI-enhanced WFM solution is designed to be intuitive and is seamlessly built into the existing TCN Operator platform. This powerful suite of features empowers contact centers to move beyond reactive management toward a proactive and data-driven approach that drives operational excellence and delivers a competitive edge.

TCN is a global leader in cloud-based contact center solutions for accounts receivable management (ARM), healthcare providers, enterprises, contact centers and BPOs. TCN’s comprehensive suite includes omnichannel solutions, automation, predictive dialers, IVR, Click2Pay, compliance solutions and real-time analytics, driving operational efficiency and customer satisfaction.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Salesforce Engages with Takeda to Bring Cutting-Edge AI-Powered Customer Experience Platform to Life Sciences Industry

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Takeda teams will have access to real-time insights and intelligent analytics embedded directly in their workflows to drive more streamlined and personalized communication with healthcare professionals

Salesforce, the #1 AI CRM, announced that Takeda has selected Salesforce Life Sciences Cloud for Customer Engagement to strengthen its involvement with healthcare professionals seamlessly. The company will leverage Salesforce’s deeply unified platform, including Agentforce and Data Cloud, to deploy personalized AI agents, supporting operations from medical to commercial and patient support functions.

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

Takeda joins a growing list of leading pharmaceutical and biotech companies to leverage Life Sciences Cloud for Customer Engagement, a solution designed to unify data and engagement across the entire organization. In this early adopter engagement, Takeda will influence the development of Salesforce’s Life Sciences Cloud Platform for the industry.

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

“Takeda is an outstanding leader in the industry, aspiring to create better health for people and a brighter future for the world,” Frank Defesche, SVP & GM, Life Sciences at Salesforce. “Now, with Life Sciences Cloud for Customer Engagement, we’ll help Takeda improve provider and patient engagement and scale the impact of every team member.”

Salesforce helps organizations of any size reimagine their business with AI. Agentforce — the first digital labor solution for enterprises — seamlessly integrates with Customer 360 applications, Data Cloud, and Einstein AI to create a limitless workforce, bringing humans and agents together to deliver customer success on a single, trusted platform.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

SalesTechStar’s Sales Technology Highlights of The Week: Featuring ZoomInfo, Salesloft, Responsive and more!

Catch the latest in sales technology, from Responsive’s new acquisition of Bidhive to Salesloft’s recent launch of 15 new AI agents for sales:

__________

SalesTech Quote-of-the-Week!

The state of today’s B2B revenue cycles are often isolated in silos. Sales, revenue, marketing, customer success, and other teams, work best when cross-functional collaboration is encouraged, but without this collaboration, everything from customer retention to GTM strategies suffers.

Hayden Stafford, President & Chief Revenue Officer at Seismic

Top SalesTech News of the Week: 13th May to 16th May 2025

SalesTech Interview-of-the-Week!

Read More

Each team in a company should be setting bold goals to dramatically improve productivity and unlock new capabilities with AI—aiming not for marginal gains but for 5x to 10x impact. That kind of transformation won’t happen by accident. It requires leadership to clearly define priorities, incentivize experimentation, and create space for teams to rethink how they work. Without that direction, most teams will default to the status quo and miss the opportunity.

Yuval Kesten, Chief Product Officer at HoneyBook

Top Sales and SalesTech Articles on Sustainability for Sales, Customer Success, SalesTech Investment Trends and more!

MORE FROM THE SALESSTAR PODCAST BY SALESTECHSTAR

Episode 227: Revenue Generation and RevTech Trends: with Latane Conant, CRO at 6sense

Episode 226: The Future of Mobile-first Ad Experiences with Kunal Nagpal, Chief Business Officer at InMobi Advertising

Episode 225: The Latest Trends in B2B Commerce: with Daniela Jurado, EVP, North America at VTEX

How SalesTech is Reshaping Buyer-Seller Dynamics?

The sales ecosystem is undergoing a substantial transformation, propelled by the rapid evolution of SalesTech. By utilizing cutting-edge technologies like Artificial Intelligence (AI), automation, and data analytics, SalesTech is revolutionizing the exchanges between purchasers and vendors.

This shift extends past mere efficiency and emphasizes cultivating deeper, more personalized relationships that align with modern buyer expectations. This article explores the ways in which SalesTech is changing the dynamics of buyer-seller interactions in 2025 and beyond.

The Role of AI in Streamlining Sales

AI has emerged as a fundamental element in SalesTech, allowing for highly personalized engagements that connect with separate consumers. Through the examination of large datasets, AI tools are able to anticipate customer preferences and customize suggestions accordingly.

  • Improved Lead Scoring:

AI-based solutions assess buyer actions and rank leads according to their chances of converting, conserving time and increasing productivity.

  • Personalized Dynamic Content:

Sales teams are able to provide customized messaging and product recommendations that match individual buyer requirements.

  • Immediate Adaptation:

AI systems modify strategies instantly according to fresh customer information, maintaining relevance during the entire sales process.

This level of personalization helps enhance customer satisfaction and drives higher conversion rates.

How Digital Platforms Are Dominating Sales Interactions?

The shift to digital-first sales is accelerating. Gartner predicts that by 2025, 80% of B2B sales interactions will occur through digital channels. This trend indicates evolving consumer desires for smooth, self-guided interactions.

  • Virtual Selling Tools:

Tools such as video calls and interactive presentations have become crucial for connecting with distant customers.

  • Conversational AI:

Chatbots and voice assistants offer immediate replies, improving customer interaction and lowering response times.

  • Digital Sales Rooms:

These focused centers enable buyers to independently access tailored content and resources, streamlining the decision-making process.

As buyers increasingly research solutions online, sellers must master digital tools to remain competitive.

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

Leveraging Analytics for Smarter Sales Strategies

Data analytics has emerged as a game-changer in a typical sales strategy. By harnessing big data, SalesTech tools provide actionable insights that guide decision-making at every stage of the sales process.

  • Predictive Analytics:

Tools forecast buyer behavior and market trends, enabling proactive strategies.

  • Pipeline Management:

Advanced analytics offer real-time visibility into sales pipelines, helping teams prioritize high-value opportunities.

  • Performance Metrics:

Reps can track conversion rates and revenue generation in real time, allowing for immediate adjustments to strategies.

This data-centric approach empowers sales teams to make informed decisions, improving both efficiency and outcomes.

Simplifying Sales Processes with Automation

Automation is streamlining routine sales tasks, freeing up time for high-value activities. Low-code and no-code platforms further democratize technology by enabling non-technical users to create custom workflows.

  • Task Automation:

Repetitive tasks like follow-ups and data entry are now handled by AI-powered systems.

  • Custom Workflows:

Low-code platforms allow teams to design tailored solutions without IT intervention, enhancing agility.

  • Cost Efficiency:

Automation reduces errors and operational costs while increasing overall productivity.

These advancements ensure that sales teams can focus on building relationships rather than managing administrative tasks.

Supporting Remote Teams with SalesTech

The rise of hybrid work models has reshaped how sales teams operate. SalesTech tools are stepping up to support collaboration and productivity in this new environment.

  • Cloud-Based Solutions:

Tools like CRM platforms enable seamless access to customer data from any location.

  • Asynchronous Communication:

Features like shared dashboards and collaborative platforms ensure team alignment despite differing schedules.

  • Virtual Training Programs:

AI-driven training modules help remote teams stay updated on best practices and product knowledge.

By embracing these tools, organizations can maintain efficiency while offering employees greater flexibility.

Addressing the Complexity of Expanding Tech Stacks

While SalesTech offers immense potential, its rapid proliferation has led to challenges like tool fatigue. Nearly 49% of sellers report feeling overwhelmed by their tech stacks, which can hinder productivity.

Solutions:

1. Tech Stack Consolidation: Merging functionalities into fewer platforms reduces complexity and hidden costs.

2. User Training: Comprehensive onboarding ensures teams maximize the value of their tools.

3. Strategic Evaluation: Regularly assessing the relevance of existing tools helps eliminate redundancies.

What is Next for SalesTech?

Looking toward the future, several trends are set to further transform buyer-seller dynamics:

  • Integration Across Functions:

Seamless collaboration between sales, marketing, and customer service will create unified buyer experiences.

  • Ethical AI Use:

Transparency in AI-driven decisions will become a priority as customers demand greater accountability.

  • Sustainability Focus:

Eco-friendly practices will influence both buyer expectations and sales strategies.

Organizations that stay ahead of these trends will be well-positioned to thrive in an increasingly competitive landscape.

Conclusion

SalesTech is transforming buyer-seller interactions and redefining the core nature of sales. From AI-enhanced personalization to data-guided strategies and blended work adaptations, these advancements are establishing new standards for efficiency and engagement. Nevertheless, achievement is not solely about using these tools but about incorporating them carefully into wider business strategies. Going forward, adopting these technologies will be essential for companies looking to satisfy changing customer demands while promoting sustainable growth.

Read More: The Spotify of Sales Coaching: AI Powered SalesTech That Curate Personalized Learning Tracks

The Spotify of Sales Coaching: AI Powered SalesTech That Curate Personalized Learning Tracks

Traditional sales training programs have long followed a standardized approach. Every sales representative receives identical content, regardless of their experience level, strengths, or learning style. This outdated model creates frustration and wastes valuable selling time.

Modern salestech for sales coaching has transformed this ecosystem by introducing adaptive learning systems that respond to individual needs. These intelligent platforms analyze performance data, conversation patterns, and skill gaps to create truly personalized development experiences.

The AI Enablement Revolution: Intelligent Coaching At Scale

Artificial intelligence has fundamentally transformed how organizations approach sales coaching. The integration of advanced AI into salestech built for sales coaching creates unprecedented opportunities for personalized skill development without requiring additional manager time.

Modern AI coaching systems continuously monitor sales interactions and provide immediate guidance. These systems capture calls, analyze conversations, and deliver targeted feedback that helps representatives improve their technique with each customer interaction.

The most sophisticated salestech for sales coaching platforms now offer:

  • Real-time call analysis that identifies missed opportunities during live conversations
  • Automated scoring of sales interactions against established best practices
  • Personalized nudges that reinforce specific behaviors at the right moments
  • Customized learning recommendations based on observed performance patterns

The Spotify Metaphor: Curated Learning Experiences

Spotify changed music consumption by replacing album-based listening with personalized playlists and recommendations. Similarly, advanced salestech are now transforming how sales professionals consume learning content.

The parallel between Spotify and modern sales coaching technologies runs remarkably deep. Both systems create personalized experiences by analyzing vast amounts of data about preferences and behaviors. They identify patterns that individuals might not recognize themselves and make recommendations that feel intuitively right.

This approach transforms coaching from a prescribed curriculum into a dynamic, responsive system that adapts to individual needs. Sales representatives no longer wade through irrelevant content but instead receive precisely what they need when they need it.

Anatomy of Personalized Coaching Tracks

A truly personalized sales coaching experience combines multiple elements to create a comprehensive development environment. When implemented effectively, salestech built for sales coaching can now deliver a seamless experience that feels natural and supportive.

  • Daily micro-coaching sessions deliver bite-sized learning moments throughout the workday. These brief interventions focus on specific skills identified as development opportunities based on recent performance data.
  • Curated content playlists gather relevant training materials that address individual development needs. These collections might include:
    • Video demonstrations of successful sales techniques
    • Interactive simulations that allow practice in risk-free environments
    • Expert commentary on common customer objections
    • Relevant industry knowledge to build credibility
  • Call clip sampling provides representatives with concrete examples of their own performance. AI systems automatically identify notable moments from recent conversations, creating a personalized library of successes and improvement opportunities.
  • Learning path adjustments occur automatically as the system detects changing performance patterns. When a representative masters a particular skill, the platform shifts focus to new development areas without requiring management intervention.

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

Benefits Across The Organization: The Stakeholder Perspective

AI-powered salestech creates distinct advantages for each stakeholder in the sales ecosystem. The personalized coaching approach transforms how organizations develop talent while improving overall outcomes.

  • For Sales Representatives:

Eliminates irrelevant training frustrations with tailored guidance that addresses specific challenges and opportunities, accelerating skill development while maximizing active selling time

  • For Sales Managers:

Reduces routine coaching burden while maintaining complete visibility into team development, freeing managers to focus on strategic conversations that drive significant performance breakthroughs

  • For Revenue Leaders:

Delivers more consistent results across diverse sales teams by reducing performance variability and increasing predictability of revenue outcomes

  • For Learning & Development Teams:

Provides unprecedented insight into skill gaps and effectiveness of training content, enabling continuous improvement of development resources

Building The Coaching Ecosystem

Creating effective personalized coaching requires integration of several specialized technologies. Modern salestech for sales coaching combines multiple platforms into a seamless experience that feels natural to users.

  • Conversation Intelligence Platforms:

Form the foundation by capturing and analyzing sales interactions using natural language processing to identify key moments, measure talk ratios, and evaluate conversation quality

  • Learning Management Systems:

Organize and deliver educational content based on identified needs while tracking completion and comprehension to ensure representatives fully absorb critical concepts

  • Performance Analytics Tools:

Connect coaching activities to business outcomes by correlating learning engagement with sales results, demonstrating the concrete impact of development investments

  • CRM Integration Components:

Ensure coaching recommendations consider deal stage, customer type, and other contextual factors, making learning experiences relevant to immediate selling priorities

  • Mobile Delivery Systems:

Enable on-the-go learning and just-in-time coaching that fits naturally into the workflow of busy sales professionals

Evolving Your Sales Coaching Approach

Implementing AI-driven salestech represents a significant evolution in sales talent development. Organizations must approach this transition thoughtfully to maximize value and ensure adoption across teams.

  • Define Success Behaviors:

Clearly articulate the specific sales behaviors that drive success in your organization, creating a detailed understanding of what excellence looks like at each stage of your sales process

  • Configure Systems Properly:

Invest time in thorough system configuration to ensure AI evaluations align with your sales methodology and reinforce your established approach to customer engagement

  • Balance Technology and Humanity:

Complement AI coaching with meaningful human connections to maintain motivation and accountability, recognizing that manager relationships remain essential for sustained engagement

  • Measure Comprehensive Outcomes:

Monitor both learning metrics and performance results to validate your approach, ensuring that coaching efforts translate to improved sales outcomes

  • Iterate and Refine:

Continuously improve your coaching system based on feedback and results, treating the platform as an evolving asset rather than a static implementation

Conclusion

The future of sales training looks nothing like its classroom-based predecessor. Tomorrow’s top performers will develop through continuous, personalized learning experiences that feel less like corporate training and more like a perfectly curated playlist—one that happens to make them better salespeople with every track.

Read More: What Type Of SalesTech Can Help Support Complex Modern B2B Buying Journeys

Eric Branderiz Joins Symbotic’s Board of Directors

Seasoned CFO brings deep experience of high-growth environments in industrial technology, and finance and accounting leadership in sophisticated global manufacturing organizations

Symbotic Inc., a leader in A.I.-enabled robotics technology for the supply chain, announced the election of Eric Branderiz to its Board of Directors, effective May 14, 2025.

Mr. Branderiz joins Symbotic’s Board following a nearly 30-year career in public and private company finance and accounting, including in high-growth environments in industrial technology. Most recently, he served as Executive Vice President and Chief Financial Officer at Enphase Energy. Prior to Enphase Energy, Mr. Branderiz was Vice President, Corporate Controller and Chief Accounting Officer at Tesla. He has held senior finance and accounting roles at SunPower Corporation, Knowledge Universe Corporation, Spansion and Advanced Micro Devices, after beginning his career at Ernst & Young.

Read More: SalesTechStar Interview with David Sudbey, Chief Customer Officer at Dialpad

“On behalf of the Board, I am thrilled to welcome Eric to Symbotic,” said Rick Cohen, Chairman and CEO of Symbotic. “Eric brings deep financial expertise and a track record of success, guiding companies through critical stages of growth and playing a pivotal role in helping newly public organizations to achieve significantly greater scale. I look forward to working with him as we continue bringing our cutting-edge robotics and A.I.-powered automation technology to diverse customers and settings globally.”

Read More: Reducing Sales Burnout: How Sales Automation Supports Mental Health in Sales

“I’m honored to join Symbotic’s Board at such an exciting point in the company’s trajectory,” said Mr. Branderiz. “Symbotic is a leader in its field with one-of-a-kind automation technology, and I look forward to leveraging my experience at growth-oriented technology companies to support Symbotic’s continued innovation and its rapid momentum.”

Mr. Branderiz currently serves on the Board of Directors of Cognizant Technology Solutions Corporation and Fortive Corporation. He is a Certified Public Accountant in California, and received his bachelor’s degree in Business Commerce with an emphasis on Accounting from The University of Alberta.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.