Guides
Practical answers for revenue teams
Each guide answers one question sales leaders actually ask: how to coach without listening to every call, how to keep the CRM honest, how to tell which deals will close. The answer comes first. The product comes last.
Conversation intelligence without recording calls
Conversation intelligence without recording calls: live transcription, no stored audio, and fewer adoption objections from reps and customers.
By Andrew Levy
How to choose a sales enablement stack that shortens ramp
Build the enablement stack around a new rep's first ninety days and four jobs: know, find, do it live, learn from it. Pilot against ramp, not adoption.
By Andrew Levy
How to measure whether sales coaching is working
Activity counts show coaching happened, not that it worked. Measure behavior on calls first, deal signals second, and win rate last, on a six-week rhythm.
By David Levy
Reps freeze on technical questions: scaling SE coverage
SEs can't join every call. Build an answer library from real buyer questions, teach reps the bridge, surface answers live, and define when an SE joins.
By David Levy
How to tell which deals in your pipeline will actually close
Stage fields and rep confidence don't predict closes. Four buyer behaviors from the calls do, plus a weekly inspection routine for deals that fail the test.
By David Levy
How to automate CRM data entry from sales calls
Extract next steps, stakeholders, timelines, and qualification fields from call transcripts, confirmed by the rep in a minute instead of typed at 6pm.
By Andrew Levy
What to do when a competitor comes up mid-call
A competitor's name mid-call is information, not an attack. Acknowledge it, ask why, narrow the comparison to what this buyer cares about, and show proof.
By David Levy
How to sell into companies that ban call recording
Some buyers won't allow recorded sales calls. How to ask about the policy early, switch to notes with no stored audio, and keep coaching and CRM fed.
By Andrew Levy
How to handle pricing objections on a live call
Price pushback on a live call usually means value wasn't established. How to isolate the objection, anchor to business impact, and avoid discounting.
By David Levy
Reps won't update Salesforce: fixing CRM hygiene without nagging
Reps skip CRM updates because they get nothing back. Cut the fields, capture them from the call itself, and inspect five every week so the data has a purpose.
By David Levy
Discovery questions that qualify a deal without interrogating the buyer
Cover pain, impact, buyer, process, and timeline through the buyer's own story. Ten discovery questions and a sequence that never feels like a form.
By David Levy
How to find out why deals are lost, and fix it
The CRM loss-reason field won't tell you why deals are lost. Read the calls, find the pattern across lost deals, and change one selling behavior at a time.
By Andrew Levy
Playbooks