Coach your team in Salesfinity

The coaching loop

When	What happens	Guide
Before the call	Reps practice out loud against simulated prospects, and you review the recordings.	AI Training
During the call	The next line to say appears on screen the moment a prospect pushes back.	Live Assist
During the call	Small nudges catch pace and talk-time habits while the rep can still fix them.	Coaching tips
During the call	You listen to a live call and send the rep a private message.	Salesfloor
After the call	Every answered call gets a scorecard, graded on what good sounds like on your team.	Call scoring
All the time	Your best answers are written once and used everywhere, and Ari keeps them current from real calls.	Battle cards

Set it up in this order

Each step works on its own, and each one makes the next more useful.

Tell Salesfinity what a good call sounds like

Pick a scoring method and say what matters most on your team. Most teams finish in about ten minutes. See Set up your own call scoring.

Write your battle cards

One card for each objection your reps hear every day. If your plan includes Ari, it can write the first set from your past calls. See Set up battle cards.

Put the answers on screen during calls

Ask your CSM to turn on Live Assist, then add its card to your team’s layout. See Get help on live calls with Live Assist.

Give reps somewhere to practice

Turn the objection your team loses to most into a drill. See Build a practice routine with AI Training.

Let the playbook update itself

Have Ari review calls on a schedule and keep your battle cards current. See Set up a playbook that learns from your calls.

Who gets what

Tool	Plans	Who sets it up
Call scoring	Every plan	Owners and admins, in Settings → Coaching
Battle cards	Every plan	Anyone on the team
Salesfloor	Gold, Enterprise and Enterprise+	Anyone with access can join a floor
AI Training	Gold, Enterprise and Enterprise+	Anyone with access can create personas
Live Assist and coaching tips	An add-on your CSM turns on	Owners and admins, in Settings → Coaching
Self-learning playbook	Enterprise and Enterprise+ (it runs on Ari)	Whoever gives Ari the job

Go deeper

Live Assist

The right line on screen, mid-call, from your own battle cards.

Battle cards

Write your best answers once and put them in front of every rep.

Call scoring

A 0 to 100 scorecard for every answered call.

AI Training

Practice calls against personas that push back like real buyers.

Salesfloor

A virtual floor where you can listen in on live calls.

Self-learning playbook

Ari reviews calls and updates your battle cards on a schedule.

​The coaching loop

​Set it up in this order

​Who gets what

​Go deeper