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Overview

Momentum’s Coaching Agent transforms how sales teams develop skills and improve performance by providing objective, comprehensive coaching evaluation for every single recorded call. Using advanced AI analysis, the platform evaluates sales competencies in real-time, delivering both quantitative scores and qualitative feedback to help sales representatives excel in their roles. Unlike traditional coaching methods that rely on managers reviewing a limited subset of calls, Coaching Agent provides complete coverage across your entire sales organization, ensuring every conversation contributes to skill development and performance improvement.

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Key Benefits

  • Complete Coverage: Evaluate every single call and every sales rep automatically - impossible to achieve with human coaching alone
  • Objective & Fair Assessment: Eliminate bias and subjectivity from coaching evaluations with consistent, AI-driven assessments
  • Multi-Language Support: Provide coaching across all languages, enabling global teams to receive consistent feedback
  • Real-Time Feedback: Get immediate coaching insights after each call, accelerating skill development
  • Customizable Competencies: Create dozens of competencies tailored to your sales methodology and process
  • CRM Integration: Automatically push coaching data to your CRM for reporting and performance tracking

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How Coaching Agent Works

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Competency-Based Evaluation

Coaching Agent is built around the concept of competencies - specific skills and behaviors you want to assess for each sales representative. Each competency represents a particular aspect of sales excellence, such as discovery questioning, objection handling, or relationship building. Coaching Settings Page Key Features:
  • Create a comprehensive set of competencies using custom prompts
  • Access pre-built competencies for common sales skills
  • Apply CRM-based filters to evaluate competencies only on relevant calls
  • Track quantitative performance evolution for individuals and teams over time with comprehensive aggregated scoring

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Intelligent Call Filtering

Momentum evaluates competencies based on sophisticated CRM conditions, ensuring assessments are contextually relevant:
  • Stage-Based Assessment: Evaluate discovery skills only on early-stage calls, negotiation skills on late-stage opportunities
  • Deal Size Filtering: Apply different competencies based on opportunity value
  • Custom Field Conditions: Use any CRM field to determine when specific competencies should be evaluated

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Dual Scoring System

Each competency receives both quantitative and qualitative evaluation: Quantitative Scores (0-2 Scale):
  • 0: Didn’t exhibit the competency
  • 1: Exhibited the competency at expected level
  • 2: Excelled at the competency
Qualitative Assessment:
  • Detailed feedback on what the rep did well
  • Specific suggestions for improvement
  • Context-aware coaching recommendations
  • Examples from the actual conversation

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Comprehensive Dashboards & Analytics

The Coaching Analytics dashboard provides powerful insights into individual and team performance with intuitive visualizations and comparative analysis. Coaching Analytics Dashboard

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Quarterly Performance Analysis

  • Time Period Selection: Switch between Last Quarter and Current Quarter views to track progress
  • Competency Trend Charts: Visualize performance evolution over time with detailed graphs showing scores from March through June
  • Individual Deep Dives: Select specific team members to view their detailed competency performance
  • Historical Comparison: Track improvement patterns and identify skill development trends

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Team Performance Management

  • Comprehensive Team View: Compare all team members in a single interface with key metrics
  • Performance Metrics: View Total Calls, Talking Ratio percentages, and Skills Coverage for each team member
  • Spider Graph Visualizations: Individual spider graphs show each person’s skill profile across all competencies
  • Competency Filtering: Filter analysis by specific competencies like Product Knowledge, Enterprise Value Articulation, Multi-Stakeholder Orchestration, and Change Management Navigation

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CRM Integration & Reporting

  • Automated Data Push: Send coaching scores and feedback directly to CRM fields
  • Custom Report Building: Create reports using Momentum’s coaching data
  • Programmable Integration: Fully customize how coaching data flows into your systems
  • Real-Time Updates: Keep CRM records current with latest coaching assessments

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Automated CRM Integration

Configure how coaching scores flow into your CRM system with dedicated object and field mapping for both overall meeting scores and individual competency evaluations.

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Our Coaching Philosophy

How Momentum Assigns Coaching Scores

The way Momentum works is that we attribute all coaching scoring and feedback to the call host - the person who scheduled and owns the meeting. This means even when multiple team members contribute to a call (like a Sales Engineer asking great discovery questions), all scores and feedback are assigned to the host.We designed it this way because the host is ultimately responsible for the overall call success - managing timing, flow, discovery depth, and ensuring the team works together effectively. Rather than fragmenting feedback across multiple participants, this approach provides comprehensive accountability and encourages hosts to leverage their entire team’s strengths while taking ownership of the outcome.

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Getting Started

Configure Competencies

Set up your competency framework with custom prompts and CRM-based filtering conditions.

Best Practices

Learn how to maximize the impact of AI Coaching in your sales organization.
Coaching Agent represents the future of sales development - providing the scale, objectivity, and comprehensive coverage that traditional coaching methods simply cannot match. By leveraging AI to evaluate every conversation, your team receives the consistent, actionable feedback needed to accelerate skill development and drive better sales outcomes.