For sales managers

A control center for your field team.

See the patterns behind the numbers. Review field conversations, choose coaching priorities, and help your team move toward its targets.

Book a 30-minute demoExplore the manager toolkit

Scale ride-alongs without riding along. Coach with the conversation in front of you.

Team control center

Sample week

Illustrative dashboard · sample team data

Reviewed visits
24
Team members
6
Agreed next steps
18
Reviewed field conversations

Conversation count · Monday–Friday

  1. 4Mon
  2. 6Tue
  3. 5Wed
  4. 5Thu
  5. 4Fri

Next-step follow-through

18 of 24

6 conversations to review before the next team check-in.

A clearer view of the working week.

Illustrative workflow

  1. Mon 9:00 AM

    Before

    Pipeline review. Reps describe deals from memory and gut feel.

    After

    Pipeline review with signals from last week's recorded visits.

  2. Tue mid-day

    Before

    A rep flagged a churn risk. You can't review the call until the next ride-along.

    After

    Review the flagged moment with the conversation around it.

    No more guessing.

  3. Thu EOD

    Before

    EOD report from your top rep is “great calls today.”

    After

    Review talk ratio, objections, and signals in the recorded conversations.

  4. Fri QBR

    Before

    Coaching from anecdotes and occasional ride-alongs.

    After

    Coach from the conversations captured across your team.

    Start with what actually happened.

A clearer view. A better coaching conversation.

Connect team activity to individual coaching, then keep the next steps in view.

REVIEW

Review the visit without being there.

Speaker-labelled transcripts, AI highlights, and deal signals from captured field visits. Filter by rep, account, or date, then review the conversation in context.

A visit, with the context intact

Illustrative example · sample conversation excerpt

Field visit · Rep ADiscovery moment
  1. 04:12

    Customer

    “We need to have this in place within six weeks.”

  2. 04:29

    Rep A

    “Who else needs to be involved in the decision?”

  3. 04:36

    Customer

    “Our operations lead will sign off.”

Context from this excerpt

Timing: six weeksAuthority: operations lead

COACH

Make the next coaching session count.

Compare discovery depth, talk ratio, objection handling, and next-step commitment. See the behaviors behind the numbers and choose a specific coaching focus.

Find a useful coaching focus

Illustrative example · sample weekly averages for three reps

Discovery questions per visit

Compare a specific behavior, then review the conversation.

Rep A
Average discovery questions per visit: 5
Rep B
Average discovery questions per visit: 3
Rep C
Average discovery questions per visit: 4

Coaching priority

Review a Rep B visit. Look for the follow-up question that opens up the customer’s answer.

HIGHLIGHT

Go straight to the moment that matters.

Review AI-highlighted moments: pricing pushback, competitor mentions, and decision-maker shifts. Keep the surrounding conversation in view before you act.

The moments worth a second look

Illustrative example · three moments from a sample visit

  1. 02:18

    Competitor mentioned

    “We’re also looking at another provider.”
  2. 05:08

    Pricing pushback

    “Could we phase the rollout to fit the budget?”
  3. 07:42

    Decision-maker clarified

    “The operations lead needs to be part of the next meeting.”

Start with the moment. Keep the surrounding conversation in view.

SIGNAL

See what is moving the account forward.

Follow budget, timing, authority, and competitor signals across accounts. Each insight starts with what was actually said in the field, so your next step has context.

Account signals, with their source

Illustrative example · one sample account across two visits

  1. Budget

    $40,000 budgeted

    “We have $40,000 budgeted.”

    Visit 1 · 04:12

  2. Timing

    Within six weeks

    “We need this within six weeks.”

    Visit 1 · 04:24

  3. Authority

    Operations lead

    “Our operations lead signs off.”

    Visit 2 · 02:09

A clearer next conversation

Bring the operations lead into the rollout discussion.

Ready to see Buddi in action?

Book a 30-minute demo. We’ll show you the device, the AI, and CRM sync in action.

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