Everything you need to know about setting up and using Sales Savant.
New to Sales Savant? Start here to set up your account and explore the dashboard.
Connect Zoom or Fathom, keep the connection healthy, and fix calls that aren't arriving.
Add reps, assign roles, and avoid the linking mistake that makes a rep's calls vanish.
For organization leaders: the weekly cross-team pass, and what only you can change.
For team managers: a weekly coaching loop, and how to run a 1:1 off the data.
For sales reps: reading your own scores, and what to do when one is wrong.
How to tell us what to tune — your scorecards, the AI's analysis, or anything else.
Our support team is available via email or Slack for our Beta customers.