Certify new reps before their first live call
Build a path of practice calls with a pass score on each one. Reps retry until they pass, and the certificate arrives only when every task on the path is passed.
Eight new reps start on Monday and take live calls within a month. Right now, a finished course is the only sign they're ready.
Each certification links to the call that earned it. Open a pass to see the attempt, the score and the moment in the transcript.
See where each new rep stands, skill by skill, in sales readiness analytics.
- 01 · Set the bar
A pass means the same thing for every rep.
Set a pass score and how many passes each call needs, or require every critical criterion on the scorecard.
- 02 · Retry to pass
Every attempt stays on the record.
A run below the bar sends the rep back with what to fix. Each run keeps its score and the moments behind it.
- 03 · See the cohort
The whole cohort, one view.
See where each rep is on the path and who is behind, before the class is due.
Path complete
Planning the program itself? Read how to build a sales certification program.
Built with the teams putting strategy into practice
I’ve made hundreds of real cold calls and Quotain’s simulations have been genuinely helpful to practice. The feedback is simple and helped me realize what I need to do to handle objections better in future calls.
Sam KangGTM Midasoft
Questions teams ask before certifying new reps
Who sets the standard for certification?
Your team does. Each task in a module has its own pass rule: a minimum score out of 10 and the number of passes needed, or every critical criterion on the scorecard. Turn on “Issue certificate on completion” and the module becomes a certification.
What happens when a rep doesn’t pass?
They try again, as many times as it takes. Each run keeps its score and scorecard, so the rep sees what to fix next, and managers can open any run from the class progress view.
Does a manager approve the certificate?
Not for modules. The certificate is issued automatically when a rep passes every task on the path, and it is saved on their member profile. Managers can mark a task complete for a rep, and the progress view shows it as marked complete. If you want a manager’s sign-off, assign the practice with the “Certification · 8.0 + manager” evaluation policy: the call has to score 8.0 or higher and a manager approves the assessment on the scorecard.
Can reps take the path in any order?
You choose. With “Complete sections and tasks in order” on, each task unlocks after the one before it is passed. Turn it off to let reps work through the path in any order.
Certify your next cohort before they meet a buyer
Try a practice call now, or book a demo to see a certification path built from your own call types.