Field Coaching
Field Coaching that Turns Ride-Alongs into Results
Run consistent coaching in the field. Capture what happened, assign the next step, and track improvement you can prove.
Trusted by Trainers and L&D Managers
Value Proposition
Value Proposition
Coaching happens. Follow-through does not.
Managers coach in different ways, which can make follow-ups and progress hard to track. A structured coaching loop brings consistency, ties feedback directly to action, and keeps next steps clear. The result - measurable improvement for every rep and every team, all in one place.
Meet SmartWinnr Field Coaching
Value Proposition
Value Proposition
Plan your coaching calendar. Use shared forms with weighted rubrics. Capture observations in minutes. Convert feedback into action with one click. Assign an AI roleplay, a SmartQuiz, or a short lesson. Track improvement with clear, audit-ready signals.
Features
Features
Powerful Capabilities.
Real Performance Outcomes.
Custom Coaching Forms
Templates for joint visits, in-service checks, launches, or label updates. Weighted criteria and mandatory items for compliance.
Custom Coaching Forms
Templates for joint visits, in-service checks, launches, or label updates. Weighted criteria and mandatory items for compliance.
Manager Notes and One-Click Assignments
Leave short notes, attach examples, and assign practice or learning with due dates and reminders.
Manager Notes and One-Click Assignments
Leave short notes, attach examples, and assign practice or learning with due dates and reminders.
Coaching Analytics
Coverage, frequency, and skill trends by rep, team, and region. Time to close the loop and impact on certification.
Coaching Analytics
Coverage, frequency, and skill trends by rep, team, and region. Time to close the loop and impact on certification.
Rep Timeline
Single view of coaching, roleplays, quizzes, and certifications so managers coach where it matters.
Rep Timeline
Single view of coaching, roleplays, quizzes, and certifications so managers coach where it matters.
Mobile First
Coach anywhere. Work offline and sync later. Reps see the same plan and next steps.
Mobile First
Coach anywhere. Work offline and sync later. Reps see the same plan and next steps.
Enterprise Ready
SSO, role-based access, encryption, and audit logs. Integrates with LMS and CRM
Enterprise Ready
SSO, role-based access, encryption, and audit logs. Integrates with LMS and CRM
Problem
Problem
Coaching happens. Follow-through does not.
Managers coach in different ways, which can make follow-ups and progress hard to track. A structured coaching loop brings consistency, ties feedback directly to action, and keeps next steps clear. The result - measurable improvement for every rep and every team, all in one place.
Value Proposition
Value Proposition
Meet SmartWinnr Field Coaching
Plan your coaching calendar. Use shared forms with weighted rubrics. Capture observations in minutes. Convert feedback into action with one click. Assign an AI roleplay, a SmartQuiz, or a short lesson. Track improvement with clear, audit-ready signals.
Features
Features
Powerful Capabilities.
Real Performance Outcomes.
Custom Coaching Forms
Templates for joint visits, in-service checks, launches, or label updates. Weighted criteria and mandatory items for compliance.
Custom Coaching Forms
Templates for joint visits, in-service checks, launches, or label updates. Weighted criteria and mandatory items for compliance.
Manager Notes and One-Click Assignments
Leave short notes, attach examples, and assign practice or learning with due dates and reminders.
Manager Notes and One-Click Assignments
Leave short notes, attach examples, and assign practice or learning with due dates and reminders.
Coaching Analytics
Coverage, frequency, and skill trends by rep, team, and region. Time to close the loop and impact on certification.
Coaching Analytics
Coverage, frequency, and skill trends by rep, team, and region. Time to close the loop and impact on certification.
Rep Timeline
Single view of coaching, roleplays, quizzes, and certifications so managers coach where it matters.
Rep Timeline
Single view of coaching, roleplays, quizzes, and certifications so managers coach where it matters.
Mobile First
Coach anywhere. Work offline and sync later. Reps see the same plan and next steps.
Mobile First
Coach anywhere. Work offline and sync later. Reps see the same plan and next steps.
Enterprise Ready
SSO, role-based access, encryption, and audit logs. Integrates with LMS and CRM
Enterprise Ready
SSO, role-based access, encryption, and audit logs. Integrates with LMS and CRM
Problem
Coaching happens. Follow-through does not.
Managers coach in different ways, which can make follow-ups and progress hard to track. A structured coaching loop brings consistency, ties feedback directly to action, and keeps next steps clear. The result - measurable improvement for every rep and every team, all in one place.
Value Proposition
Meet SmartWinnr Field Coaching
Plan your coaching calendar. Use shared forms with weighted rubrics. Capture observations in minutes. Convert feedback into action with one click. Assign an AI roleplay, a SmartQuiz, or a short lesson. Track improvement with clear, audit-ready signals.
Features
Powerful Capabilities.
Real Performance Outcomes.
Custom Coaching Forms
Templates for joint visits, in-service checks, launches, or label updates. Weighted criteria and mandatory items for compliance.
Manager Notes and One-Click Assignments
Leave short notes, attach examples, and assign practice or learning with due dates and reminders.
Coaching Analytics
Coverage, frequency, and skill trends by rep, team, and region. Time to close the loop and impact on certification.
Rep Timeline
Single view of coaching, roleplays, quizzes, and certifications so managers coach where it matters.
Mobile First
Coach anywhere. Work offline and sync later. Reps see the same plan and next steps.
Enterprise Ready
SSO, role-based access, encryption, and audit logs. Integrates with LMS and CRM
Impact
Impact
Impact
Turn learning and coaching into steady performance
Managers get consistency. Reps get clear next steps. Leaders get proof.
25x
Coaching capacity without adding headcount
25x
Coaching capacity without adding headcount
25x
Coaching capacity without adding headcount
30%
Faster onboarding when coaching ties to targeted practice
30%
Faster onboarding when coaching ties to targeted practice
30%
Faster onboarding when coaching ties to targeted practice
92%
Reduction in reporting time with automated rollups
92%
Reduction in reporting time with automated rollups
92%
Reduction in reporting time with automated rollups
90%
Message consistency during launches
90%
Message consistency during launches
90%
Message consistency during launches
Tech & Trust
Tech & Trust
Tech & Trust
Make every ride-along count
Built for Project Managers. Trusted by Productive Teams.
Built for Project Managers. Trusted by Productive Teams.
Targeted Learning Paths
Personalized journeys by role, region, and product.
Targeted Learning Paths
Personalized journeys by role, region, and product.
Targeted Learning Paths
Personalized journeys by role, region, and product.
SmartFeeds + SmartQuiz
Bite size updates and adaptive quizzes that close gaps.
SmartFeeds + SmartQuiz
Bite size updates and adaptive quizzes that close gaps.
SmartFeeds + SmartQuiz
Bite size updates and adaptive quizzes that close gaps.
Readiness Analytics
Completion, proficiency, and gaps with exportable reports.
Readiness Analytics
Completion, proficiency, and gaps with exportable reports.
Readiness Analytics
Completion, proficiency, and gaps with exportable reports.
Customer Stories
Customer Stories
Customer Stories
Trusted by fast-moving
sales organizations
"The SmartWinn team is friendly, kind, smart and supportive - I've rarely worked with a team of people at a vendor's organization that I enjoy more!"
Laura Welch
Director, Sales Enablement
"Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinn team is friendly, kind, smart and supportive - I've rarely worked with a team of people at a vendor's organization that I enjoy more!"
Laura Welch
Director, Sales Enablement
"Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinn team is friendly, kind, smart and supportive - I've rarely worked with a team of people at a vendor's organization that I enjoy more!"
Laura Welch
Director, Sales Enablement
"Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Thubaraka Shanmuganathan
Sales Trainer
"The SmartWinn team is friendly, kind, smart and supportive - I've rarely worked with a team of people at a vendor's organization that I enjoy more!"
Laura Welch
Director, Sales Enablement
"Gamified contests for agents and managers, engagement surged and cross-team collaboration took off."
Hana Kneblova
Sales Performance Lead
"SmartWinnr offers our reps multiple opportunities to refine their pitch in a supportive environment."
Thubaraka Shanmuganathan
Sales Trainer
"If you need to train, coach and motivate your sales team, you MUST get the SMARTWINNR platform!"
Becca Meehan
Training & Development Manager
"SmartWinnr enhanced customer service, fostered creativity, and helped teams better understand customer needs."
Andrea Marchesotti
National Sales Director
"The SmartWinnr team is kind, capable, and a pleasure to work with truly one of the best vendor teams I’ve known."
Laura Welch
Director, Sales Enablement
Still Have Questions?
Still Have Questions?
Still Have Questions?
What leaders usually ask us.
Find quick answers to the most common questions from sales, training, and enablement leaders.
1. What is Field Coaching in SmartWinnr?
A structured workflow for joint visits and in-person coaching. Managers use shared forms, leave notes, assign next steps, and track improvement in one place.
2. Can we customize the coaching forms and rubrics?
Yes. Build forms by role, therapy area, or region. Add weighted criteria and mandatory items for compliance.
3. How do next steps work?
From the coaching timeline, assign an AI roleplay, a SmartQuiz, or a micro-lesson with due dates. Completion and scores roll back into the rep profile.
4. What analytics do leaders see?
Coverage, frequency, skill trends, time to close the loop, certification progress, and correlations with readiness metrics.
5. Is it ready for global scale and audits?
Yes. Enterprise security, mobile access, and integrations are standard. Coaching history is auditable.
1. What is Field Coaching in SmartWinnr?
A structured workflow for joint visits and in-person coaching. Managers use shared forms, leave notes, assign next steps, and track improvement in one place.
2. Can we customize the coaching forms and rubrics?
Yes. Build forms by role, therapy area, or region. Add weighted criteria and mandatory items for compliance.
3. How do next steps work?
From the coaching timeline, assign an AI roleplay, a SmartQuiz, or a micro-lesson with due dates. Completion and scores roll back into the rep profile.
4. What analytics do leaders see?
Coverage, frequency, skill trends, time to close the loop, certification progress, and correlations with readiness metrics.
5. Is it ready for global scale and audits?
Yes. Enterprise security, mobile access, and integrations are standard. Coaching history is auditable.
1. What is Field Coaching in SmartWinnr?
A structured workflow for joint visits and in-person coaching. Managers use shared forms, leave notes, assign next steps, and track improvement in one place.
2. Can we customize the coaching forms and rubrics?
Yes. Build forms by role, therapy area, or region. Add weighted criteria and mandatory items for compliance.
3. How do next steps work?
From the coaching timeline, assign an AI roleplay, a SmartQuiz, or a micro-lesson with due dates. Completion and scores roll back into the rep profile.
4. What analytics do leaders see?
Coverage, frequency, skill trends, time to close the loop, certification progress, and correlations with readiness metrics.
5. Is it ready for global scale and audits?
Yes. Enterprise security, mobile access, and integrations are standard. Coaching history is auditable.
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today
Request A Demo
Accelerate Your Sales Growth.
Start unlocking smarter training and performance today