AI TOOL PROFILE
Sales Ask: AI Sales Coaching for Trades
- Sales
- Sales Enablement
- Home service business owners
- Trades sales managers
- HVAC and roofing companies
- Home builders and remodelers
- Sales teams using ServiceTitan or Jobber
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Home service business owners, Trades sales managers, HVAC and roofing companies, Home builders and remodelers, Sales teams using ServiceTitan or Jobber
- Key use cases
- Remote Sales Coaching, Standardizing Sales Methodology, Identifying Upsell Opportunities, New Hire Onboarding
- Integrations
- ServiceTitan, Jobber, Housecall Pro, Salesforce, Zoom
- Official website
- Visit Sales Ask official website
How AI is used
Sales Ask is an AI-powered sales coaching platform designed for trades and home service businesses, such as HVAC, roofing, and home builders. The tool records and transcribes in-person and virtual meetings to analyze how reps are performing against a specific sales methodology.
It is intended for sales teams and managers who want to reduce manual ride-alongs and mystery shops. Using its AI agent, Coach Dean, the software scores conversations, identifies missed upsell opportunities, and provides reps with feedback on how to improve their pitch.
Buyers should confirm their local recording consent laws, as the software relies on capturing real conversations. It supports integrations with industry-standard trade CRMs to link coaching insights to job data.
Key Features
Meeting Recording and Transcription
Captures in-person and virtual sales conversations and converts them into searchable text records.
AI Process Scoring
Evaluates whether reps followed specific sales steps and methodology, flagging missed critical moments.
Virtual Ride-alongs
Allows managers to review field or showroom interactions remotely via automated coaching scorecards.
AI Roleplay Simulations
Provides a simulated environment for reps to practice handling objections and winning techniques.
Follow-up Drafting
Drafts personalized follow-up email and text copy based on the details captured during a site walk.
Pipeline Analytics
Identifies communication patterns and performance outliers across the organization.
Use Cases
Remote Sales Coaching
Reviewing AI-analyzed recordings to provide feedback to field reps instead of physical ride-alongs.
Standardizing Sales Methodology
Using process scoring to help ensure reps follow the company's sales playbook.
Identifying Upsell Opportunities
Analyzing conversations to find moments where financing or premium warranties were missed.
New Hire Onboarding
Using recordings of top performers and AI roleplays to support new rep training.
Integrations
- ServiceTitan
- Jobber
- Housecall Pro
- Salesforce
- Zoom
FAQ
How does Sales Ask handle recording legality?
- While legal in many areas for quality control, some locations have 'two-party consent' laws. The company provides guidelines to help professionals ensure compliance.
Which CRMs does Sales Ask integrate with?
- It supports integrations with industry-specific tools like ServiceTitan, Jobber, and Housecall Pro, as well as a connection to Salesforce via API.
How long does it take to set up the software?
- The company states that most customers are fully set up in under two hours.
What is 'Coach Dean'?
- Coach Dean is the AI agent that reviews meetings, scores them against sales steps, and gives reps feedback on what to say next.
Source category: Sales
Source subcategory: Sales Enablement
More tools in Sales
Other published listings in the Sales category.
More tools in the Sales Enablement software type
Related listings that share the same software type for comparison and shortlisting.
