A dashboard shows the next step to building an email and the next sales rep milestone of calling 50 prospects.

Sales Programs

Sell faster with Sales Programs, built into CRM. Guide sellers to success with AI-powered coaching and relevant resources — surfaced as reps need them in the flow of work. Improve seller productivity with programs connected to rep activity and sales results. Deliver value quickly with best practice templates, and intelligent, automated program delivery with no code required.

Close sales productivity gaps at scale with Sales Programs

Guide sellers to success and grow revenue with sales programs built into CRM.

Deliver sales programs in the flow of work.

Provide resources and program activities in sellers' flow of work. Surface relevant guides, videos, scripts, and templates as reps need them. Focus teams to take action on revenue gaps with targeted resources and program activities. Keep sellers engaged with insight into their progress on any program.

A dashboard shows milestones and exercises relating to a specific deal.

Get reps pitch perfect before talking to customers. Upload practice pitches that both managers and peers can score. Provide coaching guidance to structure and organise feedback. Embed pitch practice activities in programs to deliver directly in Salesforce.

A video player shows a playback of a past sales call. Dashboards show options for transcription and insights.

Capture call intelligence data in Einstein Conversation Insights and apply it to rep behaviour. Use AI to provide managers with dashboards that identify coaching opportunities. Track keywords automatically and help both managers and reps quickly drill into specific examples. Improve rep performance on calls with programs that include conversation milestones for talk tracks, talk and listen ratios, and product mentions.

A notification shows the next milestone is to log 10 calls.
A dashboard shows milestones and exercises relating to a specific deal.
A video player shows a playback of a past sales call. Dashboards show options for transcription and insights.
A notification shows the next milestone is to log 10 calls.

Connect program activity to sales results.

Embed specific rep activities and targets into sales programs to track rep engagement. Configure milestones that address productivity gaps like calls made, emails sent, opportunities piped, or deals closed.

Program outcome shows an average deal size of 60k and milestones and exercises.

Drive best practice sales execution with program reminders and updates delivered in Salesforce. Improve data capture of progress and performance with step-by-step guidance through complex processes.

A notification displays the next task, which is to attach a contact.

Track the impact of sales programs with out-of-the-box dashboards and analytics. Break programs into components and understand what resources and activities drive revenue outcomes. Capture the data needed to iterate on sales programs and continuously improve rep performance over time.

A notification shows the next milestone is to send 15 product upgrade emails with a tool to measure outcomes.
Program outcome shows an average deal size of 60k and milestones and exercises.
A notification displays the next task, which is to attach a contact.
A notification shows the next milestone is to send 15 product upgrade emails with a tool to measure outcomes.

Build and deliver programs fast.

Launch sales programs fast with a no code builder inside of Salesforce. Create programs for specific sales goals such as increased cross-sell, targeted product growth, and improved prospecting. Add in sales activities and outcomes, key resources, practice sessions, and call collections with drag-and-drop simplicity.

A drop-and-drop window gives options to build personalized enablement.

Incorporate Salesforce best practices into every program with pre-built templates. Build templated programs for pipe generation and maturation, cross-sell and upsell, new product introduction, territory fast starts, and more. Tailor for specific business use cases and launch in hours, not weeks.

A dashboard displays options for creating a new program template for AEs, BDRs, CSMs, SEs, and building a strong pipeline.

Trigger enrollment in programs automatically based on seller performance. Create personalised program experiences to address specific challenges, like prospecting, pipe maturation, or negotiation. Ensure program relevance for every rep to drive program adoption.

A dashboard shows individual team progress metrics with 90 days left to target programs.
A drop-and-drop window gives options to build personalized enablement.
A dashboard displays options for creating a new program template for AEs, BDRs, CSMs, SEs, and building a strong pipeline.
A dashboard shows individual team progress metrics with 90 days left to target programs.

Get the most out of Sales Programs with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Carol Liao, Sales Operations, Vanta

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Frequently asked questions

A sales enablement platform provides sales teams with coaching, resources, and tools to help them effectively engage with customers and close deals. It improves sales productivity, streamlines sales processes, and ultimately, improves rep efficiency to drive revenue.

When selecting a sales enablement platform, you should consider features like CRM integration, program dashboard and analytics, automated progress tracking, quick start templates, and the rep experience. It's also important to choose a sales enablement platform that aligns with your business goals and meets the unique needs of your sellers.

The setup for Sales Programs is simple. Work with your Salesforce admin to provision the licenses and then you can start building programs, milestones, and measures in the no code drag-and-drop program builder and start driving sales efficiency.

Unlike other sales enablement platforms that ask reps to leave the CRM and their flow of work to go be enabled, we bring enablement to them. What’s more is that by tying enablement exercises to revenue milestones, they can instantly see how your program is moving them towards a metric they care about.

Yes. Sales Programs includes access to best practice program templates developed by our global enablement team based on their 20+ years of experience supporting sellers.