How to use call monitoring: 9 scenarios to listen, whisper, or barge a sales call

How long has it been since you listened to your reps on a live sales call?

If your sales team was in-office, maybe you were used to wandering the sales floor, listening to your reps as they spoke with leads and prospects.

But even then, you were only hearing one side of the story.

Now, as many sales teams have moved remote, listening to sales calls has become even more difficult. Remote sales managers need to find new ways to get down into the trenches with their teams, even when physically separated.

Enter call monitoring.

In this article, we’re going to discover:

  • What is call monitoring, and why do you need it?
  • Listen, whisper, barge: 9 scenarios when you would use each mode

By the end of this article, you’ll know exactly how to use call monitoring to elevate your team’s skills without giving them anxiety.

What is call monitoring and why do you need it?

Call monitoring is the ability to listen to both recorded calls and live calls. This is normally used by sales managers to check on the quality of their team’s sales calls, learn more about customer reactions and insights, and gain a better view for coaching and training the team.

To start call monitoring, sales managers will use a system to record or share calls.

Pro tip: Call Coaching is now available in Close, meaning you can listen to calls and coach your team in real-time without switching apps or adding another subscription. Sign up for a free trial now to see how it works.

How can call monitoring help your team? Don’t think of this as a way to police your reps—instead, view it as a way to help them build their skills through constructive feedback.

When used correctly, call monitoring can help new reps feel more confident, give average performers a push to help them grow, and provide necessary attention on important or difficult deals.

Coaching your team is the best way to help them achieve their potential. In fact, according to a study by CSO Insights, having a formal sales coaching framework can increase win rates by 32.1%.

On the other hand, the same study found that 75% of sales organizations are wasting valuable resources with random and informal coaching.

How can you gain better insights to coach more effectively? Call monitoring is key. But it must be done correctly to be truly effective.

Otherwise, you could end up stressing out your reps by constantly popping in unannounced to random sales calls.

So, how can you make sure you’re using call monitoring correctly to boost the skills and productivity of your reps, not stress them out?

Listen, whisper, barge: 9 scenarios when you would need to use each mode

Knowing the manager is listening to your call can make any sales rep nervous. So, how can managers foster an atmosphere of collaboration on their team, and avoid scaring or distracting reps on live calls? And how can the whole team use call monitoring to level-up their skills?

Call monitoring normally gives three options: Listen, whisper, and barge. We’re going to discuss what each option looks like, and different scenarios to use them effectively.

For the sake of example, we’re going to show you how to do this with the Call Coaching features in Close.

Call monitoring with Listen

The Listen mode allows the user to hear both the sales rep and the lead but doesn’t allow them to speak to either person.

In Close, reps will see that another user has joined the call as they speak.

So, how can you and your team use the Listen feature to boost their skills and learn more about buyer behavior?

1. Listen to real sales calls and take note of relevant feedback

For sales managers, listening to live calls gives more insights into the daily actions of reps and how they’re executing on your sales process.

While you listen, evaluate the sales call by asking questions such as:

  • How well does the rep deliver the pitch script?
  • What are their confidence levels?
  • Are they in control of the call?
  • Are they listening more than they speak?
  • Are they asking good questions?
  • What’s the rapport like?
  • Do they make promises that they’re unlikely to keep?
  • Are they able to use the call to accomplish the right goals?

Immerse these insights within the pages of your sales call notes, forging a repository of wisdom that aids in refining your orchestration. With each note, you orchestrate a symphony of excellence, directing the harmonious interplay between strategy and execution to crescendoing success.

To scale the time you spend coaching, set up a Custom Activity in Close with questions such as the ones listed above. Then, you’ll have a clear framework for the feedback you deliver to reps, and reps can go back and evaluate their own progress over time.

Of course, you don’t want to freak out your reps by suddenly appearing in their calls, or make it feel like you’re spying on them.

Some managers set a specific time during the week to listen to in-progress sales calls, and make it known to the team that they’re going to be hopping on some calls to listen. Others schedule time with individual reps to join specific calls that are important to them, or ask reps to invite them to a certain number of calls per week.

When live call coaching is planned in advance, reps will be expecting their manager to listen in and can continue to perform at their best without nerves getting in the way of a good call.

2. Have new reps listen to top-performers on live calls

Managers aren’t the only ones who can benefit from listening to live calls.

Peer learning is an excellent way to level-up the skills of new and inexperienced sales reps. So, have your new sales reps listen in to calls by top performers.

This peer learning experience will foster a collaborative atmosphere across the whole team. Guide new reps to find the specific phrases, methods, or questions that make top performers stand out, and help them implement those same skills in their own sales calls.

3. Let the whole company gain real-time perspective on prospects and customers

Gaining insights into buyer behavior and customer reactions is helpful to your whole company, not just your sales team.

So, why not let others listen in to your live sales calls?

For example, reps can send a message to the team in Slack and let them know they’ll be doing calls. Then whoever is available can join in to listen, giving them real-time insights into what’s happening with customers and prospects.


Call coaching with Whisper

With Whisper mode, users can join a live call and speak directly to the sales rep, without being heard by the prospect.


This allows managers to coach their remote sales team in real-time and train them as they work on a sales call.

Why does this work? Because coaching that is done after the fact can’t help a sales call that’s already finished. By using Whisper, managers can guide their reps to success while still on the call, possibly saving them from losing a deal.

Here are some specific situations where Whisper can help your sales team:

4. Onboard and train new sales reps

New sales hires always need that extra bit of training, especially when they lack experience in sales. Whisper mode is extremely useful in these situations because it allows the rep to have full control over the call while having the confidence that their manager has their back.

When the rep encounters a new objection or gets stuck, the sales manager is there to give them quick advice and help them complete the sales call successfully on their own.

Knowing their manager is ready to back them up can help new and junior sales reps have more confidence when doing sales calls.

5. Train the team to sell a new product or feature

When the team is tasked with selling a product or new feature they’re not familiar with, having a sales manager on the call who knows the product can help them ride smoothly through the call.

At appropriate moments when the rep is at a loss for words, the manager can whisper some ideas and help them keep selling effectively.

If necessary, the sales manager can also barge the call to answer the prospect’s questions directly about the new product or feature.

6. Implement peer learning sessions

Whisper is also a great option for peer learning sessions. For example, managers can set up randomized pairings for the whole sales team and get colleagues together making calls.

Working together on calls, reps can help each other by whispering ideas for questions to ask, resources to share, or quick answers to questions.

Collaboration is key when working in a remote environment, and it’s up to sales managers to promote this kind of peer learning experience. Team newer reps up with top performers, and vice versa, to let everyone help each other win more deals.

Call barging

In Barge mode, the user who joins the call can speak to both the rep and the lead.


Basically, this turns your sales call into a three-way conference call, allowing all participants to speak to and hear each other.

While this can be a powerful tool to help move deals forward towards a sale, it must be used wisely.

Note: When using call barging, make sure the rep always introduces the third party that’s joining the call. Never barge an in-progress sales call without being introduced.

Here are some ideas of when to use call barging:

7. Help a sales rep handle a difficult objection

While you listen to your team during their live sales calls, you may notice your rep start to get stuck.

As a manager, make it clear to your reps that you’re always available to help when they need it. Then, the rep can introduce you on the call and get your direct feedback and help with a question or sales objection they’re having trouble answering.

In Close, reps can also request another user to join them while on a sales call. This is a great option for a newer rep facing a difficult question, or even experienced reps who need some extra help to push a sale forward. All they have to do is click the ‘Invite’ button, and the drop-down will show them who is currently online.

The person who is invited will see a notification in the Close app and can join directly from there.


8. Have a technical or support contact answer specific questions

Some prospects just aren’t satisfied until they know all the technical details. Others want reassurance of the support that they’ll receive after purchase.

To close a deal faster, even with a demanding prospect, reps can invite a technical contact or someone from the support team to barge the call and answer specific questions that the prospect has.

Getting a product authority on the call can help ease any fears the prospect may have, and help them get solid, reliable solutions to the doubts they have.

9. Perform smoother handoffs

If your sales team regularly performs handoffs between SDRs and AEs, call barging can be an excellent way to prep to close a sale.

As an SDR converses with a prospect who’s ready to move forward with the sales process, they can invite an AE to join the call. After being introduced, the AE can barge the call and ask for the close.

Call barging can also work well to hand off newly closed customers from a sales rep to a support or success contact. That way, the success team can work with them directly to implement their newly purchased product.

Use call monitoring to build your team’s skills

When used correctly, call monitoring can help the whole team level-up their skills and build a sales machine that keeps producing high-quality deals. Working collaboratively, your team can shorten their sales cycle and elevate their productivity.

Plus, you as a manager have the ability to gain real-time insights into buyer behaviors and rep effectiveness.

Looking for a call monitoring system to bring your sales team up a level? Try Close free for 14 days and see how live Call Coaching can make your team even more successful.

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