Leveraging Technology to Coach Your Inside Sales Team

April 11, 2023

5 Takeaways We've Learned with the Power of AI for Sales Coaching

Picture this: You regularly records calls for your inside sales team. Your team has 7 reps. There are a few who are doing extremely well while a couple of others are struggling to reach their new account goals. You’ve decided to listen to a sampling of calls to capture trends for training and compare the differences in calls between your two top-performing reps and your lowest-performing reps. How long would that typically take you?
 
Consistently listening to calls is a huge but worthwhile time commitment.


It is also a purely manual process.


I did this for years when I got my start at Sunbelt Office Products in Atlanta, GA. I have learned over the years what a difference technology can make in adding quality to coaching and training.


Today, the availability of Artificial Intelligence (AI) has forever changed how an Inside Sales Manager can coach to calls.
 
With the power of AI, we can gather call intel even before hitting ‘play.’ For example, we can already assess that this representative in the image has said “you know” about 23 times in one conversation. We can also see a segment in the call where the representative talked for 3 minutes and 15 seconds without ever engaging the prospect.




Here are five quick takeaways I have learned with the power of AI for coaching:


1. Leverage the right technology.


Whether you are a Sales Professional or a Sales Leader, leveraging the right technology will catapult your results forward by being able to pinpoint improvement opportunities much quicker.   In the image above without ever listening to the call, we can see that the Representative has a 3 minute 18 second monologue without ever engaging the prospect. Yikes! 


2. On-Demand “Self-Coaching.”

For Sales Professionals, using AI technology with conversation intelligence allows an easy way to self-critique your own calls and quickly catch pace of speech, filler words, questions asked and more. 


3. Good managers become better.

My longtime friend and business coach, Brian Rossi (COO of BELLCORNERSTONE), has seen first-hand the power A.I. gives to managers as they use it to become better managers and coaches. Brian said, “Using A.I., a manager gains clear and immediate insight about the patterns of their team; things unlikely to be sniffed out when just listening to a few random calls. Smart data points like words-per-minute, call transitions, and use of keywords are identified, organized, and compared across multiple reps.” For Sales Leaders and Managers, seeing these trends across your entire team is crucial for understanding areas to focus on for further training and coaching.


4. Using data removes opinion as the only form of evaluation.

We will always need dynamic salespeople and dynamic trainers to coach, develop, and bring the data to life. Because data is just that; data. Facts. Numbers. With technology, qualitative improvement becomes much easier to identify. Brian Rossi also shared: “As a Coach, it is our job to be an encourager and to catch people “doing it right.” The use of AI allows us to sift through large data sets to find the instances where we did it well. Those positive examples and references to successful behavior patterns create the “high-five” moments for the team, and provide a positive example to replicate moving forward.” It is the combination of great coaching and data that packs a powerful punch.


5. Continue to make use of commute and drive time.

Technology has introduced the ability to work anytime, anywhere. This means you don’t have to be in front of your computer to work with your team or listen to recorded calls. Using an app on my phone, I can now be listening to a Representative’s call opening and then fast-forward to hear if the representative secured a next step, asked for a commitment, asked for an order, etc. 


Do you want to hear call insights for someone on your team?  Feel free to reach out to me and send two recorded calls for one person on your team. For the first 5 people that take us up on this, we’ll send you the insights for the recorded calls you’ve shared.

 

Email audio recordings to Marisa@methodsnmotion.com


Sales is a series of successful conversations. Let’s all work to create more great conversations and keep the competition away.


Look forward to hearing from you! 

August 12, 2026
AI has changed how sales professionals prepare. In minutes, industry specific AI tools can help you research a company, understand an industry, organize your thoughts, and generate questions for an upcoming meeting including targeted categories. That is a real advantage. But it can also create a dangerous feeling: I already know this customer. You read the website. You scan recent news. You review a few LinkedIn profiles. You uncover lease renewal or contract renewal dates. And then, AI gives you a polished summary of the company’s likely priorities and challenges. The problem? “Likely” can quickly start to feel like “true.” AI should prepare you for discovery. It should never do the discovering for you. Here are five ways to use AI without losing the curiosity that makes great selling work. 1. Use AI to Prepare AI is excellent at helping you get ready. Use it to research companies and industries, brainstorm questions, organize your thoughts, identify possible decision-makers, and spot blind spots. Used well, AI saves time and helps you enter the conversation more informed. Try this prompt: “I’m preparing for a first meeting with [company name]. Using publicly available information, give me a brief overview of the business, three possible priorities or challenges, and three thoughtful discovery questions.” But preparation is only the starting point. The goal is not to prove how much you know. It is to learn what you do not know.  2. Watch Where AI Can Fool You AI can make assumptions sound like facts. It can also be incomplete, outdated, or simply wrong. Even accurate information can lead to the wrong conclusion. A company may be expanding, but growth may not be the customer’s biggest concern. The real issue could be staffing, service, cost control, or the time lost managing too many vendors. The danger is not using AI. The danger is believing you have learned everything before meeting the customer. Preparation should increase your curiosity, not replace it. 3. Remember: Curiosity Cannot Be Automated AI can tell you what a company does, what happened recently, and what trends may affect its industry. Only a real conversation can uncover why the customer is considering a change now, what is frustrating them, what success looks like, and what they are worried could go wrong. Use your research to open the conversation, not control it. 4. Ask the Questions AI Cannot Answer AI can suggest questions. The art of selling is knowing what to ask next. Try: “How did you decide on ….?” “Had we not called, what were you already planning to do about ______?” “What have you already tried?” “If you were sitting in a review six months from now, having personally made a significant impact on the business, what would success look like for you?” “What happens if nothing changes?” These questions move the conversation beyond surface-level pain. They also help you avoid pouncing too quickly. Whether the customer mentions delivery, cost, service, or vendor consolidation, slow down. The first answer is rarely the full answer. Ask one more question before offering one more solution. 5. Do Not Outsource Your Curiosity Everyone has access to similar AI tools. Not everyone listens well. Not everyone notices hesitation, follows an unexpected comment, or stays with an issue long enough to uncover what really matters. That is still your competitive advantage. Use AI to prepare, broaden your thinking, and identify what you may be missing. Then put it away and be fully present. Before your next customer conversation, challenge yourself to do three things: Prepare with AI. Verify with the customer. Ask one more question before offering a solution. Do not simply work through a list of AI-generated questions. Listen to the answer and follow where it leads. The question you did not plan to ask may be the one that uncovers the real opportunity. The more powerful AI becomes, the more valuable human curiosity becomes. AI can help you enter the conversation more informed. Your next move is to stay curious long enough to leave the conversation with a better understanding.
Sell like a Chameleon
May 24, 2026
Here’s a simple guide to recognizing four common customer speeds and how to adjust your approach.