Advisor is your intelligent sales enablement platform that embeds personalized coaching, opportunity guidance, and contextual content directly into your CRM workflow. Empower your sales teams with AI-driven insights that adapt to each deal, each rep, and your unique sales process — all while keeping your data completely private.
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 aligned to your unique sales process and buyer's journey.
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.
AI-Driven Onboarding & Coaching
1
Learning in the Flow of Work
Reps receive personalized guidance and training embedded directly in their daily workflow — no need to switch to a separate LMS.
2
Lifecycle Support
From new-hire onboarding through ongoing skill development, Advisor adapts coaching to each stage of the employee journey.
3
Performance-Driven Development
Training and coaching are triggered by real performance signals, ensuring reps get the right guidance at the right moment.
Opportunity-Aware Guidance
People Insights
Identify decision-makers and influencers for every opportunity.
Organization Context
Understand company health, structure, and buying triggers.
Content Recommendations
Access tailored battle cards, playbooks, and templates.
Tool Suggestions
Get step-by-step actions within your systems, aligned to your sales process.
Continuous Coaching Engine
1
Real-Time Coaching
Receive guidance based on live performance signals and opportunity behaviors.
2
Best Practice Nudges
Get prompted toward proven strategies and repeatable success patterns.
3
Embedded in Workflow
Coaching appears exactly where you work — no separate tools or dashboards.
4
Adaptive Intelligence
Advisor learns from your team's wins and adapts recommendations over time.
Your Data, Fully Private
Complete Data Isolation
Everything that enters Advisor stays within your organization — no external AI systems access your information.
Confidentiality Guaranteed
Your playbooks, CRM insights, and customer data remain completely private and secure.
Compliance Ready
Built with enterprise-grade security and privacy standards to meet your regulatory requirements.
Empower Your Sales Team
1
Faster Ramp Time
New reps get up to speed quickly with embedded onboarding
2
Higher Win Rates
Opportunity-aware guidance drives better outcomes
3
Consistent Excellence
Real-time coaching scales best practices across your team
Advisor transforms how your sales organization learns, sells, and wins. By embedding AI-driven coaching and contextual guidance directly into your CRM workflow, every rep has access to the insights and support they need to close more deals — without leaving the tools they already use.
Ready to Transform Your Business?
Contact Us for a Demo
Contact us today to schedule a demo and learn how our integrated platform can empower your teams and drive revenue enablement.
Learn About Implementation
Our team provides comprehensive onboarding and training to ensure smooth platform adoption across your organization.