For Sales Leaders Who Develop Teams

Sales Excellence Platform: Complete Framework for High-Performing Revenue Teams

Spend more time developing your teams and less time firefighting. Our AI-guided framework turns your sales playbook and strategy into consistent execution across your entire organization.

Stop wondering if your team is following the playbook. Start seeing measurable improvements in performance, faster ramp times, and predictable revenue growth—all while giving your managers the time they need to coach and develop talent.

AI-Guided Sales Framework: From Strategy to Execution

Your sales playbook shouldn't sit in a document gathering dust. Our platform transforms your strategy into an intelligent, adaptive system that guides every seller, every day, in every interaction.

Strategic Foundation

Build on proven frameworks that create clarity and alignment across your entire sales organization.

AI-Powered Execution

Turn strategy into action with intelligent guidance that adapts to each seller's context and needs.

Measurable Results

Track progress, identify gaps, and continuously improve with data-driven insights and analytics.

Eight Standards for Sales Excellence

A comprehensive framework that creates the foundation for sales leaders to run and scale high-performing organizations. Each standard works together to drive consistent execution and predictable growth.

Standard 1

Go to Market

Define and execute winning market strategies. Align your team around clear positioning, messaging, and value propositions that resonate with your ideal customers.

Standard 2

Sales Analytics & Insights

Turn data into actionable intelligence. Track leading indicators, identify trends, and make informed decisions that drive predictable revenue growth.

Standard 3

Sales Structure

Design organizational models that scale. Optimize your sales hierarchy, span of control, and reporting relationships for maximum efficiency and growth.

Standard 4

Sales Competencies

Identify skill gaps and development opportunities. Make data-driven decisions about hiring, promotion, and coaching priorities based on objective competency frameworks.

Standard 5

Seller Enablement

Equip your team with the tools, content, and training they need to win. Deliver just-in-time coaching and resources that accelerate deal velocity.

Standard 6

Sales Planning

Set realistic targets and create executable plans. Align quotas, territories, and resources with your revenue goals and market opportunities.

Standard 7

Customer Success

Drive retention and expansion through proactive customer engagement. Build processes that ensure customers achieve their desired outcomes and become advocates.

Standard 8

Compensation

Design incentive plans that drive the right behaviors. Balance base and variable compensation to motivate performance while maintaining profitability.

Trusted by Sales Leaders Who Demand Results

50%

Faster ramp time for new hires

25%

Increase in quota attainment

60%

Reduction in admin burden

Standard 1

Go to Market Strategy

Build agility and cut waste from your sales organization. Let AI assist you in your Go to Market strategy before you commit to a quota and jump straight into sales planning.

AI will guide you to clearly define your:

Competitive Landscape
Ideal Customer Profile
Product Strategy
Customer Journey Maps
Brand Message Map
Marketing Strategy
Sales Strategy

Go-To-Market

Market entry strategy

69% Complete

Launch products successfully and capture market share effectively.

Next Update: 12 months

Time Invested: 12.2 hours

performance

Pipeline Health Score

Real-time pipeline quality assessment

Evaluate pipeline coverage, deal quality, aging, and progression rates with predictive close probability scores.

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forecasting

Revenue Forecasting

AI-powered revenue predictions

Generate accurate revenue forecasts using historical data, pipeline trends, and weighted probability models.

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insights

Deal Intelligence

Win/loss analysis and insights

Analyze deal outcomes, competitive positioning, objection patterns, and success factors to improve close rates.

● 1 Generated
performance

Territory Analytics

Geographic and segment performance

Assess territory health, coverage, penetration rates, and opportunity distribution across regions and segments.

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Standard 2

Sales Teams Analytics & Insights

Turn data into actionable intelligence. Track leading indicators, identify trends, and make informed decisions that drive predictable revenue growth.

Identify Trends and Patterns

Use AI to analyze sales data and identify trends that can inform your strategy and execution.

Data-Driven Insights

Get real-time insights into your sales performance and make data-driven decisions to optimize results.

Standard 3

Sales Structure Optimization

Design organizational models that scale efficiently. Optimize your sales hierarchy, territories, and reporting relationships for maximum productivity and growth.

Right-Size Your Teams

Determine optimal team sizes, span of control, and organizational layers based on your market and growth stage.

AdaptIQ Assistant

Territory Design Coach

Ask me about Territory Design Coach

I can help you create balanced territories, maximize coverage, minimize overlap, and ensure fair opportunity distribution.

Territory Organization

VP Sales

1 Position

East Regional

3 AEs

West Regional

3 AEs

AE 1

Territory A

AE 2

Territory B

AE 3

Territory C

6

Total Reps

3:1

Span Control

2

Layers

Document Intelligence

Add strategic files like pitch decks, competitive analysis, and market research for AI-powered insights.

Interview Progress

Question 1 of 7
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● Complete160 words
Overall: Complete

Interview Questions

1 of 7
Sales Team Competencies Interview

Question 1: What sales skills does your team currently possess? Rate their proficiency in key areas.

E.g., Strong in relationship building and presentation skills, need improvement in objection handling...

Standard 4

Sales Teams Competencies

Identify skill gaps and development opportunities. Make data-driven decisions about hiring, promotion, and coaching priorities based on objective competency frameworks.

Skill Gap Analysis

Automatically identify areas where your team lacks skills and provide recommendations for training and development.

Objective Competency Frameworks

Use standardized frameworks to assess and improve your team's skills consistently.

Standard 5

Sales Seller Enablement

Equip your team with the tools, content, and training they need to win. Deliver just-in-time coaching and resources that accelerate deal velocity.

Contextual Content

Identify the right content to surface at the right time based on deal stage, persona, and conversation context.

Continuous Learning

Provide ongoing training and development that adapts to individual needs and performance gaps.

Best Practice Sharing

Capture and scale winning behaviors across your entire organization automatically.

Enablement Template Library

AI enabled templates to enable your strategy

coaching

Deal Coaching

Discovery, strategy, and close-plan guidance

● 2 Generated
onboarding

Onboarding Playbook

New hire ramp-up and first 90 days

● 1 Generated
training

Training Modules

Role-based learning content

● 1 Generated
coaching

Call Coaching

Discovery and demo feedback framework

● 1 Generated

All agents completed!

✓ Complete

Interview Progress

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● Detailed86 words
Question 7 of 9

Interview Questions

7 of 9
Sales Planning Interview
🏆 Robust Response!

Excellent detail achieved

Question 7: Are your sales cycles getting longer or shorter?

E.g., Increased steps due to legal, IT, or procurement involvement...

Standard 6

Sales Planning at Scale

Transform complex sales planning inputs into actionable recommendations. Connect stakeholders and decision-makers with signals linked to sales planning.

Real-Time Collaboration

Collaborate with multiple teams simultaneously and instantly link changes in quotas, territories, comp plans, or forecasts to all other relevant plans and decisions.

Agile Course Correction

Make course corrections at the speed required by your business. Adapt plans quickly based on market changes, performance data, and emerging opportunities.

Standard 7

Customer Success

Drive retention and expansion through proactive customer engagement. Build processes that ensure customers achieve their desired outcomes and become advocates.

Proactive Health Monitoring

Identify at-risk accounts early and take action before churn occurs. Track usage, engagement, and satisfaction metrics in real-time.

Expansion Opportunities

Identify and act on upsell and cross-sell opportunities based on customer success patterns and product usage data.

Advocacy Programs

Turn satisfied customers into advocates who drive referrals, case studies, and positive reviews.

All agents completed!

✓ Complete

Deliver

How We Deliver

✨ AI Insights:

  • • Segment Customers
  • • Define KPIs
  • • Reduce Churn
  • • Improve Operate
  • • Improve Support
Generated 5d ago

Retain

How We Retain

✨ AI Insights:

  • • Segment Customers
  • • Reduce Churn
  • • Optimize Structure
  • • Improve Grow
  • • Define KPIs
Generated 5d ago

Transition

Who We Transition

✨ AI Insights:

  • • Segment Customers
  • • Align Teams
  • • Define KPIs
  • • Update Training
  • • Improve Stage
Generated 5d ago

Agents automatically generate insights when you answer their required questions

Your Responses Overview

Role-Based Incentive Models

2 versions

v2

Define role-specific incentive structures (measures, weights, thresholds) optimized...

Accelerators & Bonuses

2 versions

v2

Design fair, motivating accelerators and bonus structures with thresholds, caps, an...

Market Benchmarking

2 versions

v2

Generate market salary, OTE, accelerators, and bonus norms using your role and regio...

Quota Setting Framework

2 versions

v2

Generate territory-based quota allocations with capacity planning, historical...

Standard 8

Compensation Design

Design incentive plans that drive the right behaviors. Balance base and variable compensation to motivate performance while maintaining profitability.

Align Incentives with Strategy

Create comp plans that reward the behaviors and outcomes that matter most to your business. Model different scenarios to optimize for both motivation and cost.

Transparent & Fair

Build trust with clear, understandable comp structures. Ensure fairness across territories and roles while maintaining flexibility for different selling motions.

Ready to Transform Your Sales Organization?

Join sales leaders who are building high-performing teams with our AI-guided sales excellence framework. Book a Demo to see how we can help you scale winning behaviors and drive predictable growth.