Software for Sales Managers

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One Platform. Every Answer.


Real-time awareness through active data monitoring, notifications, and custom goal tracking.


Streamline your forecasting process while monitoring and measuring variance to drive constant improvement.


Drive productivity and results through individual assessments, improvement tracking, and notes.


Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data.


How can Canopy help you?

Revenue Leadership
Revenue Leadership
Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most.
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Sales & Revenue Ops
Sales & Revenue Ops
Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time.
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Enablement & Productivity
Enablement & Productivity
Identify the key opportunities for improvement and measure the ROI of every initiative you roll out.
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Frontline Sales Manager
Frontline Sales Manager
Stop playing from behind and proactively drive every sellers productivity and revenue attainment.
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Sales Coaching Tools

Sales coaching is gradually evolving with advancements in technology and overarching sales philosophies. As time progresses, we can now access incredible amounts of data for analysis and monitoring. This is being used to shape the sales coaching process. However, the overarching theme of sales coaching holds true regardless of tech alterations: understanding the baseline and making the appropriate improvements. The manner in which such improvements take shape differs by each unique company and sales department. If there is not a narrow focus on improving specific components of the sales process, coaching will be in vain. Truly effective sales coaching is centered on achieving specific goals, using data to gauge performance improvement and make headway toward meaningful results.

What is Sales Coaching?

Even the best salespeople can benefit from sales coaching.  Coaching for sales performance is centered on expert guidance provided by experienced sales industry veterans to help sales coaches better manage sellers. Furthermore, sales coaching also helps sales professionals reach their sales targets. Modern-day sales coaching extends well beyond perfecting the art of communication with the help of a personal sales coach. Nowadays, intricate data is weaved into the sales coaching process, helping sales professionals and their overarching company fulfill their true potential in a timely manner. In short, every sales professional can improve his or her selling tactics, learn from sales coaching techniques and prove that much more effective when attempting to convert prospects into paying clients with the help of coaching tools. 

There are several different types of sales coaching. From a single individual coaching the entire sales team to one-on-one sales coaching and beyond, the unique sales coaching that is best for your organization might prove quite different from that which is optimal for another business. In fact, today’s sales coaching training is in-depth to the point that software is now used to pinpoint sales professionals’ strengths and weaknesses, improve them, and ultimately ramp up conversions. Implement the latest sales coach technology at your workplace, give your team the opportunity to benefit from this in-depth analysis and you will gradually notice a hike in sales.

How Do I Use Sales Coaching?

Do not be intimidated by sales coaching. Even if your sales staff is fairly successful, there is still room for improvement as long as you are willing to hire a sales coach for one on one sales coaching. Perhaps your team can benefit from the addition of individual sales coaching in a one-on-one manner. Software coaching systems are also available to tailor coaching strategies to each unique sales professional. Pinpoint the sales coaching system optimal for your team, let the sales coach work his/her/its magic and you will find sales coaching best practices catalyze sales in surprisingly little time. Your coaching system will enhance your team’s selling strategies, increase your conversion rate, and bolster your sales team’s confidence. However, some sales coaching models are ideal for certain businesses and not as effective for others. Take the time necessary to determine the sales coaching system best for your company and unique sales team, zero in on the individual metrics necessary to drive sales and you will notice a meaningful increase in conversions in due time.

What Does Sales Coaching Look Like?

Sales coaching can take the form of a software program that highlights sales professionals’ merits and flaws.  Sales coaching also has the potential to prove effective when administered to an entire sales team from a single coach. In other cases, sales professionals best benefit from individualized, one-on-one sales coaching that is tailored to their unique needs. Although in-person coaching is favored by some, its drawback is its time-consuming nature. In-person coaching simply chews up an abundance of time that might be better spent selling the product or service. Rely on sales coaching software and you will find your team makes marked improvements that much easier and faster. Executing the advice of the sales coach and the selling strategy in question is particularly important in the context of sales coaching. The strategy or philosophy coached must be measured as time progresses. Otherwise, it will prove difficult to understand if what is being coached is actually making the intended impact. 

Your sales coaching template will be different from that of another company. The sales coaching plan suited to your particular company must be idiosyncratic. Rely on a sales manager coaching guide to help you implement the advice tailored to your specific company’s challenges, move forward with your one on one sales coaching template and your sales will spike in due time. A coaching form template Word customized for your unique organization sets the stage for improvements in your underperforming areas, helping your business shore up its weaknesses and possibly even convert them into strengths.

The Benefits of Sales Coaching

Sales coaching is meant to help sales professionals sell products, services, and other offerings in as effective a manner as possible.  Sales coaching heightens sales professionals’ confidence, maximizes a sales team’s use of their limited time, and spikes conversions. Let sales coaching training tools work their magic with your sales team and you will find your group stays on track that much easier. Above all, the benefits of sales coaching enhance what matters most: the bottom line. Implement sales coaching, give it some time to improve your sales team and you will find your sales spike sooner rather than later.

Instead of zeroing in on the sales team’s development needs, sales coaching provides custom-tailored guidance while focusing on particular selling skills for each sales professional. From prospecting to planning calls, negotiating, presenting value in an artful manner, and beyond, sales coaching makes it that much easier for managers to work effectively with sales professionals to boost sales performance

Sales coaching also proves quite helpful for hastening new hire ramp-up time. New hires in the sales department pass through onboarding programs that highlight the importance of sales skills. Strategic coaching during this period reinforces the most important skills learned during the onboarding process. 

Sales coaching is particularly important for developing and growing sales managers. The best sales coaching programs are beneficial to both the sellers as well as their managers.  Sales coaching provides sales managers with the information they need to address shortcomings with their sales team in a proactive manner, communicate the proper vision, inspire team members, and improve sales results.

Examples of Sales Coaching Software

Thanks to advances in technology, it is no longer necessary to strictly rely on sales experts for in-person sales guidance. The days of chewing up hour after hour with sales training conducted at your business are long gone. It is now possible to enhance your team’s sales performance with sales coaching software. Between, LearnUpon, Refract, Wingman, Balto and beyond, there are myriad sales coaching tools to choose from on the sales coaching software market. However, no two sales software programs are exactly the same. Canopy’s sales software drives sales by highlighting each sales professional’s weaknesses and strengths. Once these strong and weak points are identified, the sales manager can coach sellers that much better, ultimately heightening productivity and sales performance. 

Canopy software is exactly what you need to help your sales representatives close more deals in a timely manner. In fact, Canopy sales coaching software is detailed to the point that it provides individualized scorecards. These scorecards help your business track what matters the most. Individualized scorecards break down sales personnel’s performance metrics and other information relevant to each seller at your business. Each sales professional’s scorecard is tailored to align with the company’s nuanced goals. This is exactly what your managers need to monitor the indicators that spur revenue growth. Canopy’s sales coaching tool is complete with notes that empower managers to track sales team interactions, assign projects, and track them all the way until completion. This system ensures no deals or milestones are overlooked. Furthermore, Canopy’s data snapshots provide managers with the ability to establish goals and monitor progress across posterity. This is your opportunity to set specific goals and monitor progress toward them, coach your team with specific outcomes in mind, and help your group reach its true potential. Canopy is the sole platform that functions with the use of augmented revenue analysis. This approach ensures you and your sales team are liberated to square your focus on boosting revenue. Canopy’s sales coaching software handles the remainder of the work on your behalf. 

The signals component of Canopy software serves as the GPS for your revenue team. Signals empower you to take action in a timely manner, mitigate risk, and move prospects through the sales pipeline in an efficient manner. Signals are highlighted by real-time notification, risk identification, KPI monitoring, and e-mail digests. Canopy’s B2b sales coaching software’s forecasting component is powered by input from each level of your sales organization. Forecast functions with a combination of active deal monitoring, AI-driven statistical modeling, workflow predictions, and more to ensure you have a truly comprehensive view of the overarching sales picture. Our software’s coaching element provides your sales managers and sellers with the clear visibility necessary to maximize revenue. Coach zeroes in on the flaws and highlights of your sales team with the overarching goal of paving the way toward better sales results in a reasonable amount of time. 

Canopy software is complex to the point that each seller is provided with an individualized scorecard, 1:1 note-taking, personalized KPI monitoring, team level comparisons, and more. Canopy’s sales coaching software g2 also functions as a sort of DVR for company revenue. Analyze is used by those in revenue operations for accurate Point-in-Time reporting. Snapshotting alterations throughout the pipeline as they occur in real-time empowers your team to study information in a timely and accurate manner, developing important insights that drive sales in the short-term and also across posterity. Analyze is highlighted by customized time windowing, slippage reporting, trend analysis over time, comprehensive source review, and advanced filtering for myriad variables. This is the purpose-driven sales coaching software you have been waiting for. Check out the demo of our platform today to learn more about how Canopy sale coaching training can help drive your sales and improve your bottom line.

Looking for more information? Check out some of our other pages!

Leading a Sales Team to Success

How to be a Great Sales Manager

Sales Analytics Tools

Business Intelligence

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