Three subscriptions: Start, Team and Growth.

Start begins on its own with the Scan and the Help center instructions. Team and Growth get an online onboarding from the SalesDNA team.

Edits building layers 1 through 5 and building layer 7, reads the People building layer, and handles hiring, onboarding and coaching of people. If the sales manager is responsible for a team, they work out the SalesDNA for that team and see only the people of that team.

Edits the People building layer, handles hiring, onboarding and coaching, and reads the rest.

The number of people without an account who can receive a personal link: for shared documents, watching along or the pulse survey. New colleagues in an onboarding program do not count, nor do customers who give customer feedback through a fixed link.

Under Settings, Team execution you switch on the teams. The organization captures the SalesDNA and chooses per building block how much room a team has; Sales foundation, phases, win points, roles and job profiles are always fixed. A team sees the same pages and editors, with the team at the top, and adds its own rules or adjusts something with a reason and optionally an end date. For numbers such as the weekly rhythm, a margin around the organization's number is free. What the team does not touch follows the organization, also after a change.

Owner, sales manager, HR administrator and organization administrator each have their own permissions, also in the database. A sales manager with a team sees only the people of that team. The Permissions page under Settings shows exactly who may do what per role.

Sales foundation, Sales process, Customer journey, Activity matrix, Organization, People and Steering. Each building layer builds on the previous one: your promise determines your win points, your phases your customer journey, your roles who does what. Building layers 1 through 6 together have 40 building blocks that count. Building layer 7 steers the rest and does not count, nor do the two logbooks with notes.

Your SalesDNA can be extended with building layers, building blocks and data fields we make for you. See the add-ons above.

On an empty building block you choose Write yourself, Later (in a week, a month or a quarter) or Skip. Skip asks for a reason, shows what depends on it and can remind you in six months. A skipped building block does not count and is struck through in the menu. You can always put it back in use.

You read Company story and Ambition & vision as a document, with its own story per industry.

Proposals from AI based on your documents, the pulse survey, onboarding feedback, customer feedback, the final review and watching along, and signals such as trends from meetings. You tick what you want to process; nothing changes by itself. Which sources are available depends on your subscription.

The timeline keeps every confirmed version, so you can see what changed and when.

When a source earlier in the chain changes, every building block that depends on it appears under Review after changes, with old and new side by side. You decide. Let AI review makes a proposal.

If you want help, for example after Together with a coach in the quarterly check, a coach from the SalesDNA team can watch along in your SalesDNA. During watching along nobody changes anything, and personal data such as candidates, conversations and coaching tracks stay closed. In Team, watching along comes with a separately booked coaching session.

Per building layer how many building blocks are confirmed, what is still open and what you deliberately skip. You can also skip an open building block here.

Who fills in the open building blocks and when, with a status per step, and the lists Deliberately skipped and Pick up later. The 90-day plan from the first start lands here as a draft. Under Settings.

Per confirmed building block an action with a goal, a role, a deadline and a status. From Team, AI can propose a first plan. A building block counts as implemented once its action is set to Done.

Per confirmed building block you draw up an action item with a goal, a role, a deadline and a status. From Team, Dex can propose a first set of action items; you confirm them.

The actions from your plan in blocks of 2, 4, 6 or 13 weeks, or from date to date. The current sprint has a board with Open, In progress and Done; if the end date moves, it moves with a reason. At the end you look back and deliberately carry over what is not finished.

Five steps from capturing to implementing, and per building block how your team implements it: what the team will do differently, how to approach it, what to watch for, when it is done, a first action you add with Put in the Plan, and questions for the team meeting.

A bundle of AI credits per organization per month. A proposal in a building block costs one credit; larger tasks such as a job profile or trends cost more. When the bundle runs out, automatic analyses stop until the next month. Asking AI yourself remains possible.

Space for uploaded documents, transcripts and generated PDFs.

Upload what you already have, such as a presentation or workshop notes, or ask a question. AI turns it into a proposal, with the source attached. AI does not follow instructions hidden in a document.

Everything also works without AI. AI changes nothing without your confirmation, and there is no button to accept everything at once.

For meeting transcripts, conversation notes, coaching conversations, onboarding feedback, customer feedback and the final review, the names SalesDNA knows and email addresses are removed before anything goes to AI. Nothing about candidates goes to AI. For names SalesDNA does not know, such as a customer's, AI is instructed not to mention names.

AI proposes questions for the next coaching conversation, from the learning point and what happened since last time, without the employee's name.

What recurs in several meetings or conversations, AI turns into additions for the building blocks concerned. You tick what you process.

A4 with table of contents, running text and appendices. For example a sales process playbook or onboarding guide.

One A4 page. What does not fit is visibly shortened.

A4 with the essence per block.

16:9, one slide per text or item. For example for a sales kickoff.

A6 cards, four per sheet. For example for a workshop.

You choose the blocks and their order, your own blocks, a cover page, a closing page and a brand style. An own template saves all of that. In Start you use the default blocks and the SalesDNA brand style.

What you share is frozen. A later change only reaches your team when you share again. A share link works for 7, 30 or 90 days, can be extended and can always be revoked.

Every quarter six different questions in twenty minutes, so the whole SalesDNA is covered once a year. Per question you choose Correct, Adjust or Together with a coach. If you choose Adjust, the check is only complete once you have actually updated the building block.

After every deal you record the reasons. From three deals, AI checks the reasons of the past six months against your SalesDNA: do the deals confirm the method, do they clash with it or is something missing, with a proposal and a link to that building block. This is on the Win/loss page under Rhythm. A learning point in Sales development can take its why from it. Only reasons with counts go to AI.

For the sales team: at most five questions per round, anonymous. Does this part work in practice? Results only from four answers. Valid for 7, 14 or 21 days.

For the sales team: responding per part during the build with Correct, Question or Proposal, by name or anonymously from four viewers. You send an update on what you did with it. Valid for 7 to 60 days, can be revoked.

For customers, via the sales rep: per win point a fixed link or QR code that the rep leaves behind or that you email after the moment. The customer gives a score from 1 to 5 and can write something, with your organization's logo and color. Without a name; only totals end up at the win point. Fixed per win point, renewable. From Growth, together with the pulse survey and onboarding feedback.

For new colleagues, after 30 and 90 days per building layer: clear, unclear or missing, and what they would have liked to know earlier. Valid for 30 days per moment.

Per role you build a profile from building blocks in your SalesDNA: phases and handovers, win points, weekly rhythm, core values in behavior, KPIs and your promise. AI creates tasks, competencies and result agreements, each with "Why is this here?". Built by owner, sales manager and organization administrator. Employee names do not go to AI.

Per vacancy a board with the phases from your hiring process. Every candidate gets the same questions and is assessed on the same criteria. Only for owner, sales manager and HR. Rejected candidates disappear 28 days after the vacancy is closed, reserves with consent after a year.

Per role a program for the first 90 days in five periods: before day 1, week 1, month 1, month 2 and month 3. Parts with a responsible person, training, building blocks to read and deliverables. Running programs keep the version they started with.

The Coaching button at Sales development opens the workspace to follow the learning path per person. You start a track for someone from Team, with a role and a coach. Per team you see where everyone stands: how many learning points are done, what is up now and the next moment, or a signal when it has been quiet too long. Only for owner, sales manager (own team) and HR; the organization administrator has no access. From Growth, because coaching builds on the conversation notes with coaching tips.

The Ongoing handovers button at Knowledge transfer. You start a handover with the name, the last working day and the successor, with the steps from your building block to tick off and what is handed over: customers, ongoing work, network and knowledge in people's heads, with questions for the knowledge conversation. A handover disappears twelve months after the last working day. Only for owner, sales manager and HR. From Growth, like hiring and onboarding: it is the same workspace for people who come and go.

The logbook at Meeting structure. Manual: you record a report yourself. With the AI note-taker, SalesDNA turns a transcript into a summary, action points with role and deadline, signals and trends across your meetings. Known names and email addresses are removed from the transcript before it goes to AI; transcripts disappear after twelve months.

The logbook at Conversation cycle, only for owner, sales manager and HR. With AI you get agreements, signals and per signal a coaching tip and coaching question, based on your core values, phases and training program. The employee's name is removed before anything goes to AI. Notes disappear after twelve months, the whole report after two years.

A fixed library of coaching tips for eight common signals, without AI.

Hours with the SalesDNA team to get started: setting up, assigning roles, making the SalesDNA planning and, from Team, a first plan and sprint.

Per building layer what you capture and why, and for every building block an instruction article: how to approach it, a good example, what to watch for and how to keep it current. You also open it from panel 1 and with "How this works" next to the title. Plus the Implementation instructions, see Implementing. In the language of your organization.

In the menu under Documents: all documents you uploaded, per building layer and building block. Open, download and preview with summary, quotes and text, and see where they were used as a source. With your templates alongside. If an analysis fails, the Knowledge base tells you why and you analyze again.

Per building layer a manual, a checklist for the facilitator, an invitation email, an action plan form and an evaluation form; from Tips on every building block you go to the workshop for that building layer. Afterwards you capture the outcome in the building block, or you upload the notes with Dex.

A coach who watches along online, leads a workshop or reviews your SalesDNA, in blocks of one hour. Report in your SalesDNA.

If you choose Together with a coach in the quarterly check, a coach from the SalesDNA team schedules the conversation with you.

Questions about the app by email, on working days.

Chat in the app on working days.

Database and server functions run in the Ireland region (eu-west-1).

Strong passwords, checked against known data breaches, and two-step verification with an app on your phone and recovery codes. For the owner, two-step verification is mandatory.

One package with all your content, versions, documents, reports, templates and the audit log.

An organization works in one language: entirely Dutch or entirely English, for screens, explanations, AI, emails, public pages and documents. The owner chooses it when signing up; owner and organization administrator can change it later under Settings, Language. What you already wrote stays as it is.