ai sales assistant
AI Sales Assistant
Learn a new CRM fast. GuideLayer sees your screen, points at the field you need, and saves the workflow for the next deal cycle.
New quarter, new CRM fields, new forecasting view. The enablement deck was last updated before the pipeline stages changed.
Sales reps learn software by doing, under quota pressure. A training module that takes forty minutes doesn't ship before Friday's calls.
GuideLayer shows reps where to click in the live CRM, saves the workflow for the team, and answers voice questions mid-deal.
What actually works
Customized CRM, not vendor docs
Your Salesforce or HubSpot instance has custom fields and stages. GuideLayer walks through what's on screen, not a generic tutorial.
Learn during live deals
Stuck logging a call or pulling a report? Ask by voice. No ticket to sales ops.
Playbooks that replay
Top rep records the enterprise close process. Everyone else replays it before the big call.
Cross-tool sales stacks
CRM, outreach tool, proposal software, LinkedIn. Real sales work crosses all of them.
Workflow examples
New rep, week one in HubSpot
They've used Salesforce before. Your instance is configured differently.
- 01Record walkthroughs for lead entry, deal stages, and the weekly forecast view.
- 02New rep replays tutorials on their Mac during the first live deals.
- 03Voice questions fill gaps: "how do I associate this contact with an existing company?"
Forecast submission before the call
It's 4pm. Forecast is due. The manager changed the submission format last month.
- 01Open the forecast view. Ask how to submit with the new category breakdown.
- 02GuideLayer points at the fields in the current UI.
- 03Save the path for next month's rush.
Outreach sequence setup
Marketing rolled out a new Outreach or Salesloft sequence. Reps need to enroll prospects today.
- 01Top performer records the enrollment workflow with on-screen guidance.
- 02Share the tutorial in Slack. Reps run it before their prospecting block.
- 03Update the recording when sequences change next quarter.
Sales training that doesn't match your CRM instance is theater. Reps need the button on their screen, under quota pressure, today.
Related guides
Try GuideLayer on your Mac
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