CapOptix is a multi-dimensional sales guidance platform that provides revenue teams with real-time feedback throughout the sales process to help sell more consistently, efficiently, and at scale.
The backbone of the CapOptix system is a sales process that dynamically prioritizes which sales tasks to work on next from lead qualification all the way through closing across all reps’ pipeline opportunities.
By enforcing ICP fit and executive buy-in at every stage, the platform ensures reps focus on the highest-quality opportunities that are best positioned for optimal solution design and a successful close.
The CapOptix Solution Alignment Team customizes the discovery call to each business, identifying the key data points required to evaluate ICP fit. After the discovery call checklist is configured, a proprietary scoring algorithm embedded directly into the discovery task, assesses each lead based on the collected information. Leads that meet the ICP criteria move forward, while those that do not are filtered out.
Many deals fall apart due to a lack of senior-level support on the prospect’s side. In Stage 2, CapOptix ensures the rep confirms whether the prospect’s leadership team is aligned with the proposed approach and the next steps required to solve their business challenge. Opportunities with confirmed executive support move forward in the sales process.
Once opportunities have ICP fit and senior leadership alignment, data is collected from the prospect to align on the current state. Based on a common view of the current state, solution objectives and solution components are mutually agreed upon by both the rep and the prospect, and then the optimal solution is determined.
Traditionally, closing and negotiations can drag on. However, because CapOptix ensures that ICP alignment, executive sponsorship, and solution design are established during the sales process, the closing phase is faster and more efficient, avoiding surprises and bottlenecks.
CapOptix combines AI call recording with powerful conversation analysis to provide teams a reliable record of critical events, and actionable insights to help reps improve their call performance.
Each call is evaluated using AI across key factors such as politeness, call dynamics, and script adherence to highlight both strengths and opportunities for improvement.
High‑scoring calls that exceed a configurable threshold are automatically added to the AI Call Analysis folder in the platform’s learning center, so the entire sales team can access them for training and development purposes.
CapOptix delivers AI-generated, speaker‑labeled call transcripts, so teams can instantly see the full conversation flow, understand key moments, and review exactly who said what.
CapOptix Reporting delivers real‑time visibility across the entire sales process by combining leading indicators and lagging indicators, enabling sales and revenue teams to monitor deal health, pipeline risk, and individual and team performance.
Reporting in CapOptix focuses on three critical facets of the sales effort and rolls up to an Overall Score:
CapOptix Expertise Reporting measures the outcomes of tasks completed within the platform, highlighting high‑performing tasks with the greatest success rates as well as tasks that require improvement. This helps sales and revenue teams identify proven behaviors, refine execution, and standardize best practices across the sales process.
CapOptix Time Management Reporting measures how effectively individual sales reps and teams manage the sales cycle length. The reporting is granular to the task level, identifying which sales activities take the longest to complete and where time is most often lost across the sales process.
CapOptix Results Reporting measures the performance of individual reps and sales teams against their targets, providing clear visibility on their outbound activity, pipeline management, and deal inventory management across the sales cycle.
The CapOptix Communications is customized for each customer, ensuring all sales communications align with their product, ideal customer profile (ICP), and preferred communication style. By managing key customer-facing and internal sales communications, CapOptix reduces manual effort and administration, allowing reps to focus more on revenue generating activities.
Product‑specific and ICP‑driven checklists with guided questions and structured answers are used to complete tasks on the CapOptix platform. The checklist responses are scored and assessed using a proprietary account prioritization engine, helping reps identify and focus on the highest‑value opportunities.
Dynamic, tailored sales scripts are integrated into every checklist. The scripts provide in-context guidance on what to say and when. These “smart” checklists have drastically reduced the time required to onboard new reps and the typical time needed to be productive.
Emails are automatically sent to the prospect after each task submission that capture key details on what was discussed and clear direction on required next steps. This ensures consistent communication, strong follow-through and reduces the rep’s time manually composing emails.
Key sales presentations are generated by the CapOptix system with account-specific information captured throughout the sales process. This eliminates the time reps spend on creating or modifying sales decks.
Lesson Factory is a centralized learning center that enables sales teams to ramp up faster and execute all tasks consistently. It includes:
A consolidated list of relevant glossary terms, training lessons, and lessons learned related to a specific task.
A comprehensive catalogue of both navigational and task-based lessons that explains for users the purpose of critical tasks, where to find them on the platform, and how to complete them, including overcoming common obstacles.
A centralized collection of product, task, and sales process terms to increase user knowledge and adoption.
A structured archive of key learnings from previously submitted tasks by other sales team members featuring a root cause analysis and the remedial action to reduce the likelihood of a failed task objective happening under similar circumstances in the future.
A searchable library of AI-analyzed calls that scored above the target threshold, and serve as positive examples for new and existing salespeople.