Improved Sales Training Effectiveness by Embedding Flows and Smart Tips with Real-Life Scenarios into the CRM

Copy Link

The company struggled with effectively training new sellers on the complexities of enterprise sales, leading to extended ramp-up times and lost revenue opportunities. By integrating Whatfix’s simulated real-life scenarios within the CRM, the company enhanced seller training, enabling quicker onboarding and improved sales performance.

Sellers faced difficulties in navigating the complexities of enterprise sales, including understanding the full scope of products and services, sales cycle patterns, and managing various objections from prospects. New sellers, in particular, experienced high ramp-up times, resulting in deferred revenue. Additionally, their inability to confidently pitch, handle objections, and respond effectively to prospects led to lost revenue.

Whatfix implemented Flows within the CRM that guided sellers through key sales processes. Audio snippets were embedded in these flows to simulate real-life conversations with customers, covering scenarios such as initial outreach calls, objection handling, and price negotiations. This approach allowed sellers to practice and learn in a realistic yet controlled environment.