The Mandate In 2016, Levelset’s sales team was looking to increase the success rate of their outbound prospecting conversations and close more deals with consistency. They brought in ExecVision to help them understand what top performers were doing differently on calls and how they could replicate that across the team. Once Customer Success (CS) saw the performance improvement Sales had after starting call reviews, they knew they wanted to implement ExecVision too. Challenges Prior to launching ExecVision, Levelset’s CS team tried to do call reviews without much luck. Finding recordings in their dialer was difficult, and finding a call worth coaching was even harder. When they did find a call to coach, they relied on handwritten, time- stamped notes for the session. No one had

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