Logo - Full (Color)

Coach Sales Reps

User Persona Sales
Use Case Readiness Emerging

Too many calls. Too little time. Reps don't get the coaching they need. 

Use AI to find coaching moments in every call and deal. 

how to start a sales conversation, hubspots conversation intelligence tool showing team performance feature

See What Your Best Sales Reps Do Differently

Every call your team takes is a coaching opportunity, but sales managers can't listen to all of them. Notetaker records calls while Conversation Intelligence tracks key terms and surfaces the moments that matter. You coach on what actually happened, not just what reps remember. 

Start with Notetaker to record and analyze calls. Add the Sales Coach Assistant for personalized coaching recommendations mid-deal. Use Sales Meetings to track meeting effectiveness and spot trends across your team.

Learn more

Create

40%

more deals on average with Conversation Intelligence

Win

25%

more deals on average with Conversation Intelligence

Sales Hub Professional

Get Started with Conversation Intelligence

Start sales coaching from real call data in minutes.

Step 1 - Enable Call Recording

Navigate to Settings, then Calling. Turn on call recording and transcription for your team. This lets Notetaker capture every call, so you can review transcripts, search for key moments, and leave feedback without sitting in on calls live.

Step 2 - Set Up Tracked Terms

Go to Conversation Intelligence settings and add tracked terms your team should use or watch for, like competitor names, pricing objections, or product features. AI flags when these terms come up in calls, so you can find coaching moments without listening to full recordings.

Step 3 - Review Call Insights

After calls are recorded, open the call summary to see the transcript, tracked term highlights, and key topics discussed. Use this to identify patterns: Are reps missing discovery questions? Talking too much? Skipping objection handling? The data shows you exactly where to focus. 

Step 4 - Build Coaching Playlists

Create playlists of call clips that show what great looks like, such as strong discovery, clean objection handling, or effective closes. Share playlists with specific reps or the full team. New hires can learn from real examples instead of sitting through generic training. 

Turn it on. Watch it work.

Once Notetaker is recording your team's calls, coaching happens from data instead of memory. You see exactly which reps need help, which behaviors drive wins, and which habits cost you deals. Every coaching conversation starts with proof.
Start setup now

What to expect:

  • Call transcripts with tracked term highlights

  • Top performer patterns visible across the team

  • Coaching playlists built from real call clips

The best sales managers don't coach more. They coach on the right behaviors. Now you can see exactly what those are.

Go Deeper with More Breeze Tools

Once Conversation Intelligence is surfacing coaching moments, add these tools for deeper insights.
sales_coach_assistant_thumbnail@2x

Starter, All Products

Sales Coach Assistant

Uses call and deal insights to personalize coaching for each rep. Watches for issues mid-deal and provides recommendations before problems become losses. Use it to give reps specific guidance based on their actual performance patterns instead of generic advice. 
sales_meetings_thumbnail

Sales Hub Professional

Sales Meetings

Analyzes meeting effectiveness with AI, uncovers coaching opportunities by tracking how meetings influence deal progression, and surfaces performance trends across your team. Use it to see which meeting behaviors move deals forward and which ones stall them.
deal_loss_agent@2x

Starter, All Products

Deal Loss Agent

Examines timelines, contact engagement, activities, and call transcripts from closed-lost deals to identify coaching opportunities. Use it to find patterns in why your team loses, like common objections they struggle with or deal stages where momentum drops.