Empower. Enable. Excel — With Advisor
Advisor is the only agentic performance platform that onboards your sales and service teams, continuously coaches them, and delivers context-aware guidance tailored to every opportunity in your CRM. With Advisor, every rep gets the right play — at the right time — in the right context, aligned to your sales process and buyer's journey — all while keeping your data 100% private to your organization.
Talk to Us
What Advisor Does
AI-Driven Onboarding & Coaching
Advisor embeds personalized learning, coaching, and performance guidance throughout the employee lifecycle — from new-hire onboarding to ongoing skill development — so reps learn in the flow of their work, not in a separate LMS.
Opportunity-Aware Guidance
As sellers work opportunities in your CRM, Advisor surfaces people insights, organization context, content recommendations, and tool suggestions. All guidance is aligned to your unique sales process and buyer's journey — not generic AI suggestions.
Continuous Coaching Engine
Advisor provides real-time coaching based on performance signals and opportunity behaviors — nudging your team toward best practices and repeatable success. It's like having a dedicated coach embedded in your workflow.
Your Data, Fully Private
Everything that enters Advisor stays within your organization. No outside AI systems see your data, playbooks, or CRM insights — ensuring confidentiality and compliance.
Why Advisor Matters
Accelerate Ramp Time
Advisor turns onboarding from a one-time event into an ongoing, adaptive experience, cutting time to productivity and boosting confidence from day one.
Increase Win Rates
By delivering opportunity-specific insights and guidance, reps make data-informed decisions that power faster closes, higher conversion rates, and more predictable revenue outcomes.
Drive Team Consistency
Advisor standardizes best practices across reps while still enabling personalization where it counts — ensuring your entire team communicates and executes with alignment and precision.
How It Works
01
Strategic Alignment
Advisor maps your process, stages, roles, and success actions into a unified framework that guides sellers from prospect to close.
02
Embedded Intelligence
Unlike traditional LMS platforms, Advisor lives where your team works — in CRM and daily tools — so insights are always timely and actionable.
03
Personalized Playbooks
Reps get dynamic, context-driven playbooks for each opportunity, tailored to buyer behaviors and sales stage.
04
Data-Driven Outcomes
Advisor measures performance, accelerates learning loops, and enables leaders to continuously improve team performance with live insights.
Customer Journey Powered by Advisor
1
1
Attract
Align messaging and targeting with intent data.
2
2
Engage
Equip reps with real-time insights and playbooks.
3
3
Convert
Coach reps through the opportunity with personalized guidance.
4
4
Retain
Support service teams for long-term customer success.
5
5
Grow
Turn customer success into upsells, renewals, and referrals.
Who Advisor Helps
Sales Leaders
Drive consistent execution and measurable revenue gains.
Enablement Teams
Scale training and coaching with context-aware automation.
Sales & Service Reps
Get the right guidance at the moment of need.
Revenue Operations
Align process, people, and data for predictable growth.
Ready to Transform Performance?
Talk to Us
Discover how Advisor can tailor onboarding, coaching, and opportunity guidance to your organization's unique revenue strategy.
Stay Updated
Follow us for insights on enablement, AI in sales, coaching best practices, and more.