Tech and SaaS
SaaS sales coaching for teams scaling past founder-led sales.
Ricavi coaches every AE live on your methodology, so your questions get asked on calls you’re not on.
What Ricavi does for your AEs.
Live on every call
Ricavi nudges the AE while the buyer is still there.
Onboard new AEs
New AEs ask the coaching chat, which draws on your playbook.
Renewal calls too
Renewal and upsell calls get the same live coaching.
Approve each draft
Nothing is written to your CRM until someone approves it.
Where Ricavi sits
Coaching on the calls and CRM you already run.
Calls come in from Google Meet, Microsoft Teams, and Zoom. Ricavi records them and reads the deal’s record in your CRM. Drafted updates go back only once the AE approves them.
83%
Less admin
Ricavi writes the notes and drafts the follow-ups. It updates the CRM once the AE approves.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the AE approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Pricing question raised
- Sign-off still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
The founder’s question, on every AE’s call.
Ricavi tracks your methodology live. If a key question is still open after halfway, a smart nudge suggests the words to say. Only the AE sees it.
The AE’s seat
Sales onboarding that runs on your own playbook.
A new AE is coached live from their first call. Every call ends with a scorecard.
Scored on your sales process
Each recorded call gets a score. It checks your questions, your tone, how you handle objections, and your own steps.
A private coaching chat
The coaching chat already knows what was said, so you can ask it why the sign-off question nearly waited. It stays private unless you share it.
Your next move
One press drafts the discovery questions you skipped, ready for the next call.
“
“Ricavi has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales.”
Conor Bell
Account Executive, HubSpot
MEDDPICC, letter by letter
SaaS sales training that starts with the founder’s questions.
One question for each MEDDPICC letter, with what a good answer sounds like. Copy them into your onboarding doc. When MEDDPICC is your methodology, Ricavi’s live checklist tracks all eight elements on every call.
8 questions
Rewrite each one in your own words before it goes into your playbook.
What a good answer sounds like
A metric the buyer already reports on, in their units, with today’s figure and the one they need by renewal.
Where Ricavi helpsThe call summary records the pain points and impact the buyer described.
What a good answer sounds like
A name and a role, and either a meeting in the diary or the champion’s plan to set one up.
Where Ricavi helpsRicavi’s deal view shows whether the buying committee is covered on record.
What a good answer sounds like
Criteria the buyer ranks in their own words, and who owns each one. Ask before the demo, so the demo can answer them.
What a good answer sounds like
Names, roles, and the order they decide in, from the first evaluation to a signed order form.
Where Ricavi helpsIf the decision process is still open halfway through a call, the sidebar nudges the AE with this question.
What a good answer sounds like
Each step with an owner, such as security review, legal, and procurement, and how long each one usually takes at their company.
Where Ricavi helpsRicavi can draft a mutual action plan for the AE to edit and share.
What a good answer sounds like
A cost, a risk, or a deadline, in words the buyer would repeat to their boss.
What a good answer sounds like
Someone with influence who’ll make the case when you’re not in the room, for a reason of their own.
What a good answer sounds like
The real alternatives, by name, including an in-house build or the spreadsheet the team uses today.
Where Ricavi helpsCompetitor mentions are flagged as key moments with a timestamp.
In complex sales, one champion is rarely enough.
Ricavi flags a deal with one contact. It drafts an email asking who else is involved. Nothing is written to your CRM until someone approves it.
To review
The AE edits and approves each draft on its own.
Send email
Follow-ups go from your own account, and only once approved.
Or dismiss it
Dismiss a draft and nothing is sent or synced.
Up next
Your admin sets which CRM fields Ricavi may update.
Ricavi drafts the email and CRM update. They wait until the AE says yes.
The short answer
How do you scale a sales team?
Write down how the founder wins deals, make it the methodology every AE follows, and coach against it on real calls. Ricavi runs that methodology as a live checklist on every call and nudges an AE when a critical question is still open after halfway. Each call is scored against it, so managers coach from scorecards instead of memory.
Last reviewed 10 Oct 2026
Source: Ricavi product team
For your admin
Choose which calls are recorded.
Here’s an illustrative day of an AE’s calls. Change a setting and watch which calls Ricavi records.
Recording rules
Set by your admin
- External video callsGoogle Meet, Microsoft Teams, Zoom
- Internal callsOnly people from your company
- Domains you excludenorthgate.example
- Kept for the period you setThen purged automatically
Example day
- 09:00Pipeline reviewInternalSkipped: internal call
- 10:30Brightwell demoExternal · brightwell.exampleRecorded · no bot
- 12:00Partner syncExternal · northgate.exampleSkipped: excluded domain
- 14:00Riverstone renewalExternal · riverstone.exampleRecorded · no bot
- 15:30Halvard check-inBy phoneNot recorded: phone call
- 16:30Luxora site visitIn personNot recorded: in person
Six meetings. Two recorded. No bot, no notice.
Recorder or coach
SaaS sales coaching for teams that already record every call.
A recorder works like a dashcam and shows you what happened after the call. Ricavi works like a driving instructor in the passenger seat.
It records, and the AE is on their own.
A live checklist, objection prompts, and a nudge when a critical question is still open.
How live coaching works →
A transcript and a summary, if someone opens them.
A transcript, a summary, a scorecard against your methodology, and a coaching chat that already knows the call.
A word to search for later.
Ticked off live on every call, then scored.
Depends on the tool.
Updates are drafted from the call. Nothing is written to your CRM until someone approves it.
Compared with a tool that only records. Some recorders add live features.
Meet us before you buy. Watch, read, or join.
Revenue Leaders podcast
Hosted by Luigi, Regan, and Dave
The B2B Sales Playbook
By Luigi and Dave
The live weekly session
Free, in Growth Forum
Under the bonnet
Built on how sales is taught, not bolted on.
Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in a deal, like handling a price objection or mapping the buying committee.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
If you remember one thing
The five things on this page.
1
Every AE coached live on every call.
2
The AE went straight to pricing. Ricavi’s nudge: ask who signs off first.
3
One question for each MEDDPICC letter.
4
You choose which calls are recorded. Some never are.
5
Ricavi drafts the email and CRM update. They wait until the AE says yes.
Write down how the founder wins deals. Make it the methodology every AE follows. Then coach against it on real calls. Ricavi runs that methodology as a live checklist on every call. It nudges an AE when a critical question is still open after halfway. Each call is scored against it, so managers coach from scorecards, not memory.
SaaS sales coaching for teams scaling past founder-led sales.
Ricavi coaches every AE live on your methodology, so your questions get asked on calls you’re not on.