Track sales methodology adherence
See whether reps use your sales methodology on real calls, by rep, team and criterion.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
As new deal conversations are analyzed
- 2Context
Avoma Conversation Intelligence reads deal meetings, conversation transcripts and configured sales methodology scorecards
- 3Reason
Count a criterion as covered when the call or deal notes show it
- 4Act
Report covered and missing criteria by deal, rep and team
- 5Human judgment
Manager decides which gaps to coach first
Native feature
Identify coaching opportunities by scoring calls against your sales methodology or custom evaluation criteria.
How this works
Shown for:
- 1Trigger
You run the RevOps Intelligence skill in Claude
- 2Context
The RevOps Intelligence skill reads Avoma meetings and scorecards through the Avoma agentic platform, plus your CRM (HubSpot or Salesforce) and Gmail
- 3Reason
Count a criterion as covered when the call or deal notes show it
- 4Act
Report covered and missing criteria by deal, rep and team, returned in Claude
- 5Human judgment
Manager decides which gaps to coach first
Skill
Use the RevOps Intelligence skill in Claude to report adoption by criterion, rep and team with example evidence, with recommended next steps.
What good looks like
Your methodology counts when it shows up in calls, so measure it there.
Count a criterion when the call shows it
A checked box in the CRM proves the rep filled in a field.
Report by criterion first
Most teams miss the same 1 or 2 criteria, and that's where training goes.
Share results with reps
Reps adopt faster when they see their own gaps.
Customer stories
What teams say
I love Sandler scorecards. We use them as coaching opportunities for the team and myself too.
I want to look at last week's calls from a specific CSM, review them against my coaching playbook, and have this done through Claude and MCP to semi-automate the whole thing.
The killer feature for us is the ability to customize the notes/summary structure and sync the notes directly to Salesforce. This along with auto scoring of calls is saving our team a bunch of time.
What’s stopping you from turning every conversation into actionable work?
