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Christoph Hohenberger 02.03.2023 2 min read

Sales Enablement with AI-coaching – How to build and provide relevant training

Many coaching and learning initiatives are often time-consuming and are independent of the cause and need of the learner. In many cases, time flies between the time the need reaches those in charge. 

How to build fast and relevant learning initiatives for those who need them?


The example

Using one exemplary CRM system, which is widely used among several companies, I’d like to demonstrate how easy it is to build a relevant learning environment, where help reaches the learner when they need it – during their work.

We’ll use technology that is already available on the market.

  • Hubspot, a widely known CRM system
  • Retorio, a behavioral intelligence technology, helps you to build interactive virtual simulations with instant AI-feedback
  • Synthesia, which helps you to build virtual human-like avatars


The process

First, providing the learning content when your people need it is important. As most people operate on digital devices in their daily business – that’s the prime place to be. The best way is to directly embed the learning content in the daily (digital) working toolbox.

The graphic below depicts how this can look from a typical sales perspective. Once a salesperson moves a deal to the next stage, an automatic trigger pushes the relevant learning content to the learner.

Content - Why the best content comes from daily operations

To be relevant for people’s daily activities, the best learning content comes from practical experiences, needs, and pains. Thus, your salespeople (or any other function) can provide the best need assessment you can get.

One way to get the input is either conducting surveys, etc. or using best-practice approaches where the insights have already been gathered from other technologies (e.g.,, etc.) and great examples have been documented.

You can re-use this content to build training programs that create a virtual role-play database.

Retorio diagram of hubspot function with Retorios training platform


Watch the step-by-step approach in action



Step-by-step approach

1. Create a training in Retorio

Screenshot of Retorios training platform step one

2. Configure your CRM

In most CRM systems (this example shows Hubspot), it is possible to set automated triggers. In this case, the user would get an in-app notification and a task that needs to be completed.

This allows the supervisor to keep track of the learning progress, too.


Screenshot on how to configure your CRM on Hubspot for Retorios training platform

3. Go-Live

Once a deal is moved to the next stage, you immediately receive a notification.

Step 3 of Retorios training platform to Go-Live

After clicking on the notification, you will end up with a concrete to-do list, and receive the respective training link.

Screenshot of Retorios training platform step 4 with to-do list and training link

That's it! Quick and easy. 

Retorio helps you to provide learning content exactly when the learner needs it.


Want to try out Retorio's behavioral intelligence platform for yourself?

Try it today




Christoph Hohenberger

Dr. Christoph Hohenberger studied business psychology and earned his doctorate in psychology. At the Chair of Strategy and Organization at the Technical University of Munich, Hohenberger conducted research on the influence of emotions, cognitions and one's own personality on the formation of judgments and behavior towards autonomous technologies, which he deepened, among other things, as a visiting scientist at the Massachusetts Institute of Technology (MIT). Other published research contributions focus on human behavior in work and organizational contexts.