AI Generative Scorecards is an automated conversation-evaluation solution that uses Revenue AI to score every qualifying sales call against predefined criteria and sales methodologies. The system removes manual, subjective call reviews by generating consistent, data-driven evaluations that highlight behaviors tied to success, identify gaps in methodology execution (for example discovery, objection handling, and closing), and surface where coaching will most improve outcomes. Scorecards can be tailored to different roles and frameworks—such as MEDDIC, SPIN, or custom methodologies—and produce trend visualizations and heatmaps so managers can track progress over time.

The platform supports role-based configurations for AEs, SDRs, and CSMs, integrates with Salesforce to present insights in the existing workflow, and includes real-time feedback loops that let reps rate and comment on coaching. Designed to scale, the solution enables consistent coaching across large teams without increasing review time, enforces objective scoring to reduce bias, and centralizes performance analytics so leaders can prioritize training, celebrate high performers, and quickly address skill gaps.

Features & Benefits

• Automated Performance Scoring: AI evaluates every qualifying conversation using defined criteria to replace time-consuming manual reviews and produce objective scores.
• Custom Scorecards: Create and edit scorecards tailored to specific sales roles, motions, or methodologies to align evaluations with how each team actually sells.
• Role-Based Evaluations: Assign distinct scorecards for AEs, SDRs, and CSMs to ensure feedback and metrics are relevant to each role’s responsibilities.
• Objective Coaching Insights: Standardized scoring and objective feedback help managers eliminate bias and focus coaching on measurable behaviors.
• Trend Tracking and Analytics: Visualize rep progress, team trends, and category-level performance to identify long-term improvement areas and celebrate gains.
• Real-Time Feedback Loops: Enable two-way coaching where reps can rate feedback and add comments, increasing engagement and accelerating learning.
• Salesforce Integration: Expose scorecards and feedback directly in the Salesforce conversation object to reduce context switching for reps and managers.
• Scalable Team Coaching: Support consistent coaching across large or distributed teams without proportional increases in review time or administrative overhead.