#3 How HelioStack is Tackling Sales Consistency and Coaching at Scale

Driving sales consistency and actionable coaching with Zime

VP Sales / Revenue Enablement Leader at a global software company
Sep 19, 2025

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Key takeaways from this call

  • HelioStack’s sales teams face challenges with inconsistent sales processes and messaging, especially as the company grows into a more enterprise-focused motion.
  • There’s a pressing need for better sales qualification, discovery, and multi-threading—particularly in new business and cross-sell/upsell motions.
  • Current tools like Gong provide call recording and trackers, but fall short on delivering the nuance and context needed for effective coaching and behavior change.
  • Building and maintaining credible, data-driven playbooks is slow, manual, and often fails to drive real rep adoption.
  • HelioStack’s sales data and Salesforce hygiene are messy, making it hard to correlate behaviors to outcomes.
  • Zime offers a low-lift, rapid pilot: ingesting HelioStack’s content, analyzing real rep calls, and surfacing customized, actionable playbooks within days.
  • Zime’s AI focuses on extracting nuanced winning behaviors, measuring intensity of pain points, and driving coaching with just-in-time guidance, gamification, and accountability.
  • Zime integrates with existing tools (Gong, Zoom, CRM) and delivers measurable outcomes—improved conversion, larger deals, and scalable coaching.
  • For HelioStack, Zime’s unique value is in surfacing what actually works in their context and enabling managers to coach at scale, not just track activities.
  • A pilot was agreed: 3–5 call recordings and a rapid playbook build post-NDA, with a clear commercial path ($3K/3mo/10 users) if results are positive.
Persona: About Client

Who is HelioStack’s Sales Leader?

The Operator

Maya leads sales enablement at HelioStack, a global software company scaling from startup mentality to enterprise rigor.

Her Mandate

* Unify sales process and messaging across diverse, globally distributed sales and solution engineering teams.

* Build a repeatable, data-driven sales system that works for both new business and strategic enterprise segments.

  • Leads enablement for a multi-segment, global sales org
  • Responsible for improving qualification, discovery, and cross-sell motions
  • Struggles with inconsistent process and lack of unified coaching
Initiative

Why HelioStack is Prioritizing Sales Consistency Now

The Imperative

HelioStack’s sales motion is maturing—startup-style improvisation no longer works at scale. Maya is driving a transformation toward systematic, predictable sales execution.

"We’re lacking a cohesive sales framework. Everyone’s speaking a different language, and we need to operate with enterprise-level consistency."

  • Need for consistent sales behaviors and messaging across teams
  • Pressure to show measurable impact from enablement initiatives
  • Desire to scale coaching beyond ad hoc or surface-level activity tracking
Nuances

What Makes HelioStack’s Sales Motion Unique

The Details Matter

HelioStack’s teams range from junior to highly experienced, and serve different segments (growth, new business, enterprise). Nuances in how discovery, qualification, and multi-threading are executed are critical to success—one-size-fits-all playbooks fail.

"It’s not just about keywords or activity—it’s about the context and timing. Did the rep ask the right thing, at the right time, to the right persona?"

  • Multiple sales segments with unique needs (growth, enterprise, solution engineers)
  • Nuanced behaviors drive outcomes—surface-level trackers miss the mark
  • Need to differentiate playbooks by stage, segment, and motion
Lack of Nuance to Customer Problems

Why Current Tools Fall Short

The Limitations of Today’s Stack

Gong and similar tools can track keywords, but can’t capture the nuance or context that matters for real coaching or behavior change. Playbooks are hard to build, often ignored, and quickly become stale.

"I can track if someone said a phrase, but that doesn’t tell me if they did discovery well, or pitched to the right stakeholder at the right time."

  • Gong’s trackers are too surface-level—miss context and intent
  • Manual playbook building is slow and often not adopted
  • Hard to measure and drive actual behavior change
Impact

What’s at Stake for HelioStack

Why It Matters

Inconsistent sales execution means missed revenue, unpredictable forecasts, and lost deals. Without scalable coaching and actionable insights, Maya’s enablement team can’t prove impact—or earn a seat at the table.

"Enablement needs to deliver outcomes—conversion, deal size, adoption—not just training hours."

  • Inconsistent process leads to unpredictable revenue
  • Lack of data-driven coaching hampers rep development
  • Enablement struggles to prove impact to leadership
Current Ways Are Failing

Why Current Approaches Aren’t Working

What’s Breaking Down

HelioStack’s current approach—manual playbooks, training, and generic AI trackers—fails to drive adoption or measurable improvement. Salesforce hygiene is poor, and there’s little correlation between tracked activities and outcomes.

"We run workshops and build trackers, but it’s not enough. Playbooks get stale, and reps don’t adopt them."

  • Manual playbook creation is too slow and quickly outdated
  • Trainings and LMS have low adoption
  • Current AI tools can’t capture or drive nuanced behaviors
Wishlist

What Maya Wants in a Solution

The Ideal State

Maya needs a system that surfaces real winning behaviors (not just activity), customizes playbooks to HelioStack’s context, drives adoption at scale, and proves measurable impact—all with minimal lift from her team.

"If we could learn from every won deal and give that to reps—at the right time, in the right way—that’s the dream."

  • Rapid, low-lift creation of credible, data-driven playbooks
  • Just-in-time guidance and actionable coaching for reps
  • Clear measurement of adoption and impact on revenue
Picked Zime

Why Zime is the Chosen Partner

Zime’s Unique Value

Zime’s AI-driven approach analyzes HelioStack’s real calls, surfaces nuanced winning behaviors, and builds data-driven playbooks in days—not months. Zime goes beyond activity tracking to deliver coaching, accountability, and measurable outcomes.

"The ability to coach at scale and identify what actually works—that’s what we’re missing today."

  • Low-lift pilot: 3–5 calls, rapid playbook build, minimal effort
  • AI learns from HelioStack’s real data, not just static content
  • Delivers actionable insights, just-in-time guidance, and drives adoption
  • Proven integrations and compliance for enterprise needs
  • Clear commercial path with measurable outcomes before scaling

Start your Zime pilot—get a custom playbook from your real calls in 7 days.