Every rep needs different coaching. Vera shows you where to start.
Vera connects CRM activity with calls, email and team chat to prepare focused 1:1s, surface deal risk and draft the follow-up. You spend less time inspecting updates and more time helping reps move live deals.
Your 1:1s are ready. Four moments can change live deals this week.
- This week · coaching brief
- Marta heard the procurement objection on three calls; no mutual action plan is recorded
- Daniel has two late-stage deals without a customer-owned next step
- Lena’s pricing call moved Artex forward; the clip is worth sharing
- Nordwind has been quiet for eight days since sending security questions
Sources- Salesforce
- Google Meet
- Gmail
- #sales
Turn these into 1:1 agendas and draft follow-ups for Nordwind and the two missing next steps.
- Open briefs
- Play call moments
- Review drafts
Trusted by
A day with Vera
Gather. Do. Record.
Managing a sales team creates a second job around the real one: inspecting pipeline, sampling calls, preparing 1:1s and chasing updates. Vera handles that work before, during and after each coaching conversation.
- 1Gather
Moments that matter
Vera collects deal changes, unanswered objections, missing next steps and representative call moments for each rep before the meeting. All ready for the 1:1 agenda.
You skip:Sampling calls at random
- 2Do
Coach the drivers
Ask what changed, hear the exact moment and work through the next move with the rep. The evidence is ready while the conversation is still useful. Always ask, what's next?
You skip:A meeting made of status updates
- 3Record
Next steps, agreed
Actions, owners, dates and CRM changes are drafted from the meeting and wait for approval before anything is saved or sent. Agreements are recorded based on the conversation and the next actions.
You skip:The post-meeting admin
What actually changes
The same team,more time for real coaching.
| Task | On your own | With Vera |
|---|---|---|
| Preparing a 1:1. | Open CRM, skim recent calls and ask the rep what changed. | A one-page brief with live deals, behavior patterns and source clips - ready before the meeting. |
| Finding stalled deals. | Scan stages and close dates, then chase each rep for context. | Missing next steps, silent stakeholders and unresolved objections - each linked to evidence. |
| Coaching an objection. | Listen to a few calls and rely on memory to find an example. | The recurring objection across the team, plus moments where it was handled well. |
| Running the pipeline review. | Spend the meeting collecting updates that should already be in CRM. | Only deals that need a decision, with the owner, risk and useful question prepared. |
| Updating CRM after the meeting. | Chase owners for dates, notes and next steps after everyone leaves. | Agreed changes drafted from the conversation and waiting for approval. |
| Sharing what works. | Ask the team for examples and search recordings one by one. | The strongest call moments collected and ready for the next team session. |
- Task
- Preparing a 1:1.
- On your own
- Open CRM, skim recent calls and ask the rep what changed.
- With Vera
- A one-page brief with live deals, behavior patterns and source clips - ready before the meeting.
- Task
- Finding stalled deals.
- On your own
- Scan stages and close dates, then chase each rep for context.
- With Vera
- Missing next steps, silent stakeholders and unresolved objections - each linked to evidence.
- Task
- Coaching an objection.
- On your own
- Listen to a few calls and rely on memory to find an example.
- With Vera
- The recurring objection across the team, plus moments where it was handled well.
Show More
- Task
- Running the pipeline review.
- On your own
- Spend the meeting collecting updates that should already be in CRM.
- With Vera
- Only deals that need a decision, with the owner, risk and useful question prepared.
- Task
- Updating CRM after the meeting.
- On your own
- Chase owners for dates, notes and next steps after everyone leaves.
- With Vera
- Agreed changes drafted from the conversation and waiting for approval.
- Task
- Sharing what works.
- On your own
- Ask the team for examples and search recordings one by one.
- With Vera
- The strongest call moments collected and ready for the next team session.
Ask, and it is done
Four questions that make coaching specific.
Ask Vera the way you would ask a trusted sales coach. She returns the pattern, the source moments and the next useful action-not another dashboard to interpret.
@VeraWhat should I coach Marta on today?
Marta is strong in discovery, but on three calls she answered procurement questions before confirming who owns the decision. I selected the three moments and one call where Lena handled the same situation well.
Coaching based on a pattern
@VeraWhich late-stage deals have no customer-owned next step?
Daniel has two and Marta has one. Each has an internal follow-up date, but no named customer owner. I drafted a question for every rep and linked the last customer conversation. Nothing has been sent.
Three risks ready to address
@VeraFind the best example of handling the pricing objection this month.
Lena’s Artex call is the clearest example. She confirmed the budget gap, reframed the discussion around rollout cost and secured a meeting with finance. The two-minute clip is saved for Thursday’s team session.
A real example ready to share
@VeraTurn today’s pipeline review into owners, dates and CRM updates.
Seven actions are drafted: three customer follow-ups, two close-date changes and two manager decisions. Each has an owner and due date. CRM updates and messages are waiting for approval.
The meeting leaves a clean trail
She lives where you already are.
Vera answers in the window you already have open, and reaches into the systems your team already runs. Nothing to install, no second app, no extra login to remember.
- Salesforce
- HubSpot
- Microsoft Teams
- Zoom
- Google Meet
- Gmail
- Slack
- Google Drive
- Notion
- Google Sheets
- Microsoft Copilot
Nothing new to learn. That is the point.
0
New tools, logins or tabs to learn.
1
Approval instead of six fields.
100%
Answers with a visible source.
Straight answers
What sales managersask first.
Five questions frontline sales managers ask before bringing Vera into coaching, pipeline reviews and CRM follow-up.
Does Vera replace coaching?
No. Vera finds patterns, prepares the source moments and records agreed actions. The manager still interprets the situation, leads the conversation and owns each rep’s development.
Does Vera score or rank reps?
Vera does not create a hidden ranking. She shows observable moments, recurring behaviors and data from authorised systems. The manager decides what the evidence means and how to use it in coaching.
Can Vera update CRM or contact a customer on her own?
Analysis and drafts can run automatically within the rules you set. CRM updates and customer-facing messages follow your configured permissions and approval policy, and every consequential action is logged.
How do I know why Vera selected a call?
Every observation links to a specific call moment, message or record. You can inspect the source before using it in a coaching conversation instead of relying on an unexplained score.
Can reps see other people’s calls and deals?
No. Vera respects the permissions already defined in connected systems. She does not expand access to accounts, conversations or fields through an answer or coaching brief.