Trellus (Sales & Marketing)
Screenshot of Trellus

Trellus

Discover Trellus, a real-time AI sales coaching tool that provides live call guidance, transcription, analytics, and CRM integration.

Screenshot

What is Trellus?

Trellus is a platform that gives sales reps a real-time AI assistant to help them communicate better during sales calls. It launched in 2022 with a system that provides live guidance for dialers. Features include live call transcription, coaching tips, an auto-dialer, individual performance analytics, AI-generated call summaries, and help with follow-up emails.

Trellus offers different plans for individuals, teams, and custom solutions. Depending on the plan, these can include coaching on how you speak, suggestions for what to say, objection handling, detailed analytics, automatic call summaries, and CRM integration. Custom AI research and live coaching, team-wide analytics, conversation insights, custom reports, and AI modeling are also available. A Chrome extension is included, along with dedicated customer success support.

Who created Trellus?

Trellus was founded in 2020 to help sales representatives feel more confident during cold calls. It initially focused on real-time coaching for internal company conversations. After being accepted into YCombinator’s winter program in 2021, the company pivoted to real-time sales coaching. Trellus officially launched on August 17, 2022, introducing its real-time guidance system for dialers and presenting at YC’s demo day.

What is Trellus used for?

  • Real-time conversational coaching for internal enterprise messaging.
  • Real-time sales coaching to improve live calls.
  • A real-time guidance system for dialers.

How to use Trellus?

  1. Pick the right plan: There’s a free option for individuals, plus paid plans for teams that add features like team analytics and personalized 1:1 support.
  2. Install the Chrome extension: This is how you get started with the tool.
  3. Get real-time coaching: During calls, you’ll receive content suggestions and behavioral tips to improve your performance.
  4. Customize and analyze: Adjust objection handling, review analytics, and use automatic call summaries that can be entered into your CRM.
  5. Review past transcripts: Depending on your plan, you can revisit previous call transcripts for reference or follow-ups.
  6. Book a demo: If you want a closer look or need more guidance, a demo can be booked through the site.

Dedicated customer success support is available if you run into questions or issues along the way.

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