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Sales readiness & execution

Know who's ready to sell — before they meet the customer.

Prepare your sales team with the right pitch, product demo, content and practice — and know where each rep stands before the conversation begins.

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effySales
Rep readiness overview82% ready
Team readiness
Rahul Shah94%
Sneha Menon76%
Arjun Rao88%
Next best preparation
P
PitchComplete
D
DemoRecommended
R
Roleplay2 sessions
Team performance
The meeting is not the time to discover who is ready.
See your sales readiness →
effyPitch

Prepare before the meeting. Engage during it. Keep the deal moving after it.

Use only what you need, or bring all three together.

01 · PREPARE

Pitch

Get ready

Give every rep the right story, product knowledge and approved content before the customer conversation.

92%pitch ready
OpeningValue storyProof pointNext step
✓ Approved content
What reps get
  • Structured pitch & talking points
  • Product knowledge and approved collateral
  • Persona / industry-ready messaging
  • Practice prompts before the meeting
OutcomeConsistent, confident conversations.
Know more about Pitch →
02 · ENGAGE

Demo

Show value

Go beyond a recorded walkthrough. Give buyers a guided, interactive experience — including a safe sandbox they can explore themselves.

Product demo
Acme CRMDashboardPipelineReports
₹42.8LPipeline value
Try it yourself →
GuidedInteractiveSandboxPersonalised
What buyers can experience
  • Guided demos with hotspots, steps and contextual prompts
  • Interactive product journeys for different roles and use cases
  • Safe sandbox environments for hands-on exploration
  • Personalised demos with engagement signals
OutcomeLet buyers see, explore and understand the value — before the next meeting.
Know more about Demo →
03 · CONVERT

Doc

Move forward

Create polished, personalised proposals that behave more like a digital sales experience than a static PDF — then track what happens after you send.

effySales · ProposalACME CORP.
BUSINESS PROPOSALGrow revenue with a smarter sales workflow.
Executive summarySolution & scopeInvestment
Viewed 4×Pricing viewed · 2m 18sCTA →
BrandedTrackableInteractiveeSign ready
What buyers can do
  • Open a personalised, branded proposal from one link
  • Explore pricing, rich media, proof points and approved content
  • Respond to CTAs and move to the next step without email back-and-forth
  • Track opens, views, content engagement and document progress
OutcomeTurn a proposal into a measurable next step — not a document sent into a black hole.
Know more about Doc →
Supporting capabilities

Everything that helps a rep perform before, during and after the customer conversation.

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Playbook

One place for sales knowledge and approved collateral.

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AI Roleplay & Coaching

Practice realistic buyer conversations, get objective scorecards and improve before the live call.

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Call Intelligence

Learn from real conversations and coaching signals.

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Sales Intelligence

See readiness and execution across the team.

✦
AI Assistant

Give reps contextual help while they work.

⌘
CRM & Workflow

Connect readiness and activity to your sales process.

Ready when you are

See how ready your sales team really is.

Move from assumptions to a clear view of preparation, practice and execution.

Talk to us →