Sales Call Coaching Analyzer

What does this mean?

Managers focus coaching on the highest-impact calls, drive consistent rep development, and improve call quality without adding manual review time.

How it works?

After each recorded sales call, pulls the transcript and metadata from the dialer, scores it against a defined rubric (e.g., agenda set, questions asked, next steps), highlights exact moments with timestamps, and flags calls that cross a threshold for manager review.

Workflow Steps

Step 1: Trigger on call completion

The Workflow activates automatically when a sales call ends, capturing the recording and metadata from your connected dialer.

Step 2: Pull transcript and call details

Cassidy retrieves the full call transcript along with key metadata—rep name, prospect information, call duration, and timestamp—directly from your connected dialer.

Step 3: Score against coaching rubric

Cassidy evaluates the call against your defined coaching criteria: Was an agenda set? Were discovery questions asked? Were clear next steps established? Each element receives a score based on your standards.

Step 4: Highlight key moments with timestamps

The Workflow identifies and extracts specific moments from the transcript—strong techniques, missed opportunities, or potential red flags—tagged with exact timestamps so managers can jump directly to what matters.

Step 5: Route flagged calls for review

Calls that fall below your quality threshold are automatically flagged and sent to the appropriate manager via Slack or email, complete with scores, highlights, and a link to the recording.

Step 6: Log results to CRM

The coaching analysis, scores, and key insights are logged back to the opportunity record in Salesforce or HubSpot, creating a searchable history of rep performance over time.