
9Lenses
5.7#28 in sales enablement softwareWeb
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| Fact | 9Lenses | SalesHood |
|---|---|---|
| AI coaching | The AI Sales Assistant provides client-specific insights, recommendations, chat, and consultation plans for bankers. | AI coaching supports practice role plays, personalized feedback, scorecards, and recommendations for improving sales conversations. |
| Founded | 2011 | 2013 |
| Headquarters | Vienna, Virginia, United States | San Francisco, California, United States |
| Integrations | The platform page lists Salesforce, Microsoft Dynamics 365, HubSpot, Marketo, and Salesforce Pardot integrations, and says it supports additional integrations. | Standard integrations include Salesforce, Box, Google Drive, Dropbox and SharePoint; the Chrome extension also connects Gmail and Salesforce opportunities. |
| Intended users | The FAQ names business and commercial banking teams, treasury-management sales teams, small-business branch staff, and insurance producers and account teams as users. | SalesHood describes its customers as companies and its platform as supporting revenue and go-to-market teams across the customer journey. |
| Purpose | The platform helps financial institutions uncover client needs, guide advisory conversations, and identify revenue opportunities. | SalesHood describes its platform as sales enablement software for activating content, developing seller readiness, personalizing selling, and measuring impact. |
| Security | The platform page describes data protection, role-based access controls, privacy by design, and a secure platform; it also labels the platform GDPR Ready. | The Security Portal lists CCPA, EU-US DPF, ISO/IEC 27001, and SOC 2 compliance resources, with access to some security documentation available by request. |
| Support | The contact page lists [email protected] for help and [email protected] to talk with sales. | The pricing comparison lists standard 24/7 email support, with priority support and customer success options shown by edition. |
It is designed for banking and insurance teams serving SMB and middle-market clients, including commercial banking, treasury sales, branch, and producer teams. It suits institutions wanting configurable advisory workflows and guided client consultations.
SalesHood may suit companies seeking sales content guidance, seller training, readiness measurement, and coaching. The Pro edition may be relevant for teams that want buyer collaboration through digital sales rooms and mutual action plans.