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Introducing the Coaching Portal: The Command Center for Call Performance

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Parker Tinsley
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Most sales teams coach reps with the best intentions. However, as your sales team grows, the noise grows with it, and maintaining clarity becomes increasingly difficult. Call reviews pile up. Performance dips get missed. Feedback is delayed or scattered. What started as a smart strategy becomes a game of whack-a-mole.

At Orum, we’ve spent years in the trenches helping our customers navigate that exact chaos. We’ve been on the calls, reviewing the moments that matter, surfacing the trends that actually move pipeline. Our team has been on the frontlines with our customers, spending countless hours delivering insights and guiding teams toward success.

Today, we’re launching the result of all that work: The Coaching Portal, your new command center for call performance.

Built for Managers and Reps: One System, Two Powerful Views

Whether you're leading a team or dialing on the front lines, the Coaching Portal provides a view that feels tailored just for you, powered by the same system of AI insights.

  • For Managers, this means instant visibility into activity and conversion performance, or zoom in to spot trends and double-tap into any rep’s data to understand exactly where they’re thriving or slipping.
  • For Reps, the Coaching Portal becomes your personal AI coach, keeping you sharp, focused, and motivated. You’ll see how you’re trending in real time, what’s working in your strategy, and where you can level up, all without waiting for feedback from your manager.

One AI Engine. Many Ways to Win.

We built this system to think like your top-performing managers and reps. Instead of drowning you in data, it pinpoints the moments that matter and explains why they matter.

Activity and Scorecard Performance Front and Center

At the center is your live activity and conversion data, your north star. Layered on top, Orum’s AI produces an overall call scorecard performance score using a rubric designed using best practices of high-growth sales teams.

Activity metric performance overview in the Coaching Portal

Moments Worth Celebrating

These are your standout signals. Whether it’s a jump in dials, high connect rates, or breakthrough conversions, the Portal highlights what’s working across your team or within your own call patterns so you can celebrate wins, recognize reps, and build momentum.

You’ll know exactly where you or your team is shining.

Orum's AI will automatically find metrics and moments worth celebrating for each rep

Areas to Improve, Backed by AI

Just as important are the insights that flag where performance is slipping. Orum’s AI cuts through the noise and explains the why behind the dip.

Each insight comes with context, so you don’t just see the trend, you understand the driver.

And the best part? You can click into any insight to unlock further data and AI-generated call playlists with the most relevant examples to review.

If a rep’s connect rate is down, we’ll analyze 20+ data points to figure out why: like number type, Boost Connect usage, or disposition accuracy. And we’ll show you what to do about it
Melissa Reffsin
Senior Product Manager

AI-Generated Call Playlists

When improvement is needed, the Portal’s AI doesn’t leave you guessing. It assembles a personalized playlist of calls, including your own and examples from peers who’ve mastered similar scenarios.

Whether it’s overcoming objections, refining tone, or improving pacing, you’ll have curated examples to learn from, right when you need them.

AI-generated playlists show calls that need coaching and calls to share with the rep

Ready to Make Every Coaching Moment Count?

This isn’t a concept. It’s live today. And it’s built on everything we’ve learned working shoulder-to-shoulder with sales teams who want to coach smarter.

The Coaching Portal turns what used to be manual, scattered, and reactive into something AI-driven, proactive, and actionable.

You don’t need more dashboards. You need intelligence. You need to know where you’re winning, where you need help, and what to do next. That’s what the AI Coaching Portal delivers — every day, in one place.

Available Now

The Coaching Portal is now available to all Orum customers using the AI Coaching Suite.

Contact your CSM or book a demo to see it in action.

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