AI sales coaching for BFSI, retail and pharma

Your best rep.
In every rep's pocket.

Sales Copilot briefs every rep before every meeting, then lets them rehearse the pitch with an AI customer. Your top performer's playbook, running across thousands of people, every single day.

Book a demo Watch it in 90 seconds →

Live with 20,000 sales and relationship managers at a top-5 private sector bank.

Sales Copilot live role-play with an AI customer, with the score card and meeting brief floating beside it
40%faster ramp-up
25%higher win rates
20,000reps coached daily
The problem

Your top 10% close. The rest wing it.

You have invested in product training, playbooks and certifications. Then a rep walks into a real meeting, and the customer asks the one question nobody prepared them for.

Sales head

"How are you different from them?"

A customer names your competitor. Your rep hesitates. The deal cools.

L&D head

Six months in, still not sounding like a veteran.

Every new hire takes the slow road to confidence. Targets do not wait.

HR and compliance

HQ said one thing. The field said another.

Different cities, different pitches, different promises. Some non-compliant.

Unprepared"Um, let me check and get back to you."
With Sales Copilot"Here is how the total cost compares."

Classroom training fades in days. Meetings happen every day. Sales Copilot closes that gap.

The loop

Prepare. Practice. Perform. Improve.

One loop, running in the pocket of every rep. Select a step to jump to its section.

  1. 1PrepareA tailored brief before every meeting
  2. 2PracticeRehearse with an AI customer, video or voice
  3. 3PerformWalk in knowing the pitch, the answers and the rival
  4. 4ImproveAI feedback after every session

This is the loop running every day across 20,000 relationship managers.

Feature one: AI sales coach

Know everything before you walk in.

Ask the coach what is on today. It already knows the customer, the history and the competitor.

Sales Copilot chat: the coach loads the customer profile, then gives an opener, a comparison, the pitch and objection handlers
01

The right product, picked for them.

Reads the customer's profile and past interactions, recommends the product most likely to land.

02

The right pitch, written for this customer.

Talk track, key USPs and the angle that matters to this person.

03

Objections, handled before they are raised.

Likely pushbacks, each with a proven response.

04

Their questions, already answered.

Predicted from profile and history, each with a ready answer.

05

The competitor, side by side.

A clear, honest comparison so your rep is never caught flat-footed.

It is not a document. It is a coach you can talk to.

Sales Copilot feels like having a senior manager sitting next to every one of our 500 reps.Sales leader, global retail
See a live brief: book a demo →
Feature two: role-play

Practice the pitch before it counts.

Meet your toughest customer. Video or voice, any time, as many times as you need. No manager's calendar required.

"Why should I trust you with this?"
You
Role-play in progressVoice and video

Rehearse in five minutes.

On the commute, in the lift, in the car park.

Feel the pressure.

The AI interrupts, pushes back and negotiates.

Walk in calm.

Because you have already had this conversation.

Wants proof before moving a large portfolio. Challenges every claim.

Try a role-play: book a demo
The feedback loop

Coached after every rep. Not once a quarter.

The moment a role-play ends, AI analyzes the conversation and tells the rep exactly what to fix.

Sales Copilot call result: overall score, talk share, call length, a score for each skill and a recommended next attempt

For L&D: finally, practice you can measure. Every session produces skill data.

Built for scale

From 50 reps to 50,000.

A top-5 private sector bank runs Sales Copilot across 20,000 sales and relationship managers, spread across cities, languages and experience levels.

20,000relationship managers, one standard
Narrow the gapBetween top performers and everyone else.
See who is improvingWho is practicing, who needs help.
Consistent messagingAcross every region.
Sales Copilot home screen and team dashboard with adoption, average skill score, leaderboard and before and after trend
  • Mobile-first
  • Built for short bursts
  • Multi-language
  • CRM integrations
  • Manager and admin dashboards
Image here · sales-copilot-field-1.jpgRelationship manager in a meeting
Image here · sales-copilot-field-2.jpgRep practicing on the commute
Image here · sales-copilot-field-3.jpgTeam huddle with the dashboard
Proven in the field

Do not take our word for it. Take theirs.

Top-5 private sector bank

20,000 sales and relationship managers

40%faster ramp-up
25%increase in win rates
Read the full story →
Sales Copilot feels like having a senior manager sitting next to every one of our 500 reps. Our pitch consistency has never been higher.
VP of Sales, Global Retail
Three industries

Built for industries where the conversation is the product.

BFSI: relationship manager with a customerBFSI: relationship manager with a customer, second view

BFSI

Home loans, wealth, insurance, cards, SME credit. Every pitch sharp and grounded in approved product information.

See it in BFSI →
Retail: store floor associateRetail: store floor associate, second view

Retail

Hundreds of products, constant launches. Every store and rep on the same story.

See it in Retail →
Pharma: rep with a doctorPharma: rep with a doctor, second view

Pharma

A few minutes with a doctor, every claim accurate. Rehearse approved messaging.

See it in Pharma →
Trust and compliance

Coaching that stays inside the lines.

Grounded in your content

Answers from your approved products and policies.

Guardrails

Compliant talk tracks and flagged language.

Audit trail

What was recommended, what was practiced.

Your data, protected

Data stays in India, encrypted at rest and in transit. See security

Bonus

And it keeps them hungry.

Proposal

Smart collateral

Personalized proposals in seconds.

EarnedWithin reach

Earnings tracker

What is earned, what is within reach.

  1. 1A. K.
  2. 2R. S.
  3. 3M. P.

Leaderboards

Friendly competition that drives practice.

Need training content for your reps?Build it with AI Content Studio →See onboarding →See insurance →
How it rolls out

Live in weeks, not quarters.

  1. 01

    Connect

    Plug in your CRM, product catalogue and sales content.

  2. 02

    Configure

    Set up personas, playbooks and guardrails.

  3. 03

    Launch

    Pilot with a team, then scale.

CRM and catalogue integrationsSecurity reviewedSOC 2 Type II · ISO 27001 · GDPR
FAQ

Questions, answered.

Where does the coach get its answers?

From your approved products, policies and sales content. It is built to stay inside what your teams are allowed to say.

How accurate is it?

Answers are grounded in your own content and guardrails flag language that falls outside it. We validate accuracy with your team during the pilot.

Does it replace sales managers?

No. It gives every rep a coach between meetings, and gives managers dashboards that show who is practicing and who needs help.

Which languages are supported?

Sales Copilot is built for teams across cities, languages and experience levels. Tell us the languages you need and we will confirm them in your demo.

How does it connect to our CRM?

During the Connect step we plug in your CRM, product catalogue and sales content. We will walk through your specific CRM in the demo.

Is our data secure?

Yes. Data stays in India, is encrypted at rest and in transit, and sits behind role-based access and audit logs. Read more on our Security page.

How fast can we start?

Live in weeks, not quarters. Most teams start with a pilot and then scale, and we will agree the pilot length with you.

Give every rep an unfair advantage.

In 30 minutes, you will see Sales Copilot running a real scenario from your industry: the brief, the role-play and the feedback.

No commitment. No generic slides. Just the product.