Ground the guidance
Include relevant product and company information in the analysis context.
Customised Playbooks
Your standards. In every coaching conversation.
Give analysis and coaching the context of your company, products, customers and sales process. Define what a good conversation means for your team.
FROM INSIGHT TO ACTION
01Define company context
02Set conversation standards
03Review and refine guidance
Match the conversation
Use different expectations for discovery, qualification and customer service.
Make standards teachable
Turn guidance into specific questions, behaviours and practice priorities.
WHAT YOUR TEAM CAN DO
Your standards. Your products. Your customer context.
A discovery meeting, a showroom consultation and a service complaint have different goals. Customised playbooks give analysis and coaching the company context needed to judge the conversation against relevant expectations.
Explore practical use casesCompany and product knowledge
Provide the positioning, customer problems and product context that matter to the team’s conversations.
Conversation-specific expectations
Define what good discovery, demonstration or service looks like instead of applying one script everywhere.
Observable behaviours
Translate broad principles into questions and actions that can be recognised in a conversation.
An evolving standard
Review guidance as products, customer needs and the sales process change. Use real examples to refine unclear expectations.
INSIDE SALESLENS
Conversation evidence to review against your standards
Real demo-account screens. Explore the detail behind the workflow.
A PRACTICAL WORKFLOW01 02 03
Make it part of the way you work.
Define company context
Set conversation standards
Review and refine guidance
ILLUSTRATIVE EXAMPLE
A service call is being treated like a sales pitch.
The goal should be to understand the issue and agree ownership of the resolution.
USE CASES
Where this makes a difference.
Illustrative situations showing how to put the feature to work.
B2B qualification that fits your sales process
The situation
The team uses a specific decision framework, but generic feedback misses its priorities.
With SalesLens
Define the customer problem, commercial impact, stakeholders and decision questions that matter at each stage.
The opportunity for your team
Give coaching a shared standard that reflects how your team sells.
Retail advice and service recovery
The situation
A product consultation needs different behaviours from an unhappy customer’s return visit.
With SalesLens
Use guidance for needs discovery and relevant recommendations, with separate expectations for listening, clarification and resolution.
The opportunity for your team
Support consistent service without forcing every interaction into a sales pitch.
WHY IT MATTERS TO THE BUSINESS
Connect the feature to a better way of working.
Use these outcomes to guide your team’s review and assess whether the workflow is helping.
More relevant analysis
Review feedback against the purpose of the conversation.
A shared coaching language
Help managers explain the same standard with concrete examples.
Consistent onboarding
Give new reps a clear picture of expected behaviours.
GETTING STARTED
Discuss your workflowMake the first rollout useful.
Start with one important conversation type. Define the customer outcome, key questions and observable behaviours, then review a sample of analyses before extending the playbook across the team.
Your questions, answered.
Can a team have different conversation standards?
Yes. Define guidance for the work being done rather than applying the same script to every interaction.
Does a playbook replace judgement?
No. It provides context and expectations. Reps and managers still need to consider the customer’s situation and verify the evidence.
Keep the workflow connected.
Conversation Capture
Connect online meetings, face-to-face recordings and supported dialler workflows to the same analysis and coaching process.
Explore featureFollow-ups & Actions
Turn meeting commitments into visible actions with owners and deadlines, keeping follow-up connected to the customer conversation.
Explore feature