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Certifications

Prove a rep can hold the call before they take it

Stop guessing who is ready. Reps earn certification by clearing a score against an AI buyer who pushes back like your real ones, so the decision to put someone in front of a customer is backed by evidence.

A persona and playbook per requirementManager approval and full audit trailProgressive paths by role and product
Approved by M. Ortiz27 Mar · recording reviewed
AELevel 2 FunnelX certificationAccount executive certification4 requirements · renews every 12 months 84Bar 75
1DiscoveryCFO persona
2Objections2 passes
3PricingIn progress
4SecurityLocked
+10 14 of 18 certifiedAccount executives, this quarter
Inside a certification

Set the standard, then let the scorecard decide

Setup

You define what the standard is

Build a certification and set its role, product, expiry period, and whether manager approval is required. Then add as many requirements as the standard needs, each tied to a persona and playbook.

  • A minimum score per requirement, set by you
  • A requirement can demand several passing runs
  • Build and change paths yourself, without waiting on us
Requirement 2 of 4Pricing pushback
Persona and playbookEditing
PersonaProcurement leadSkeptical, price-anchored
PlaybookValue defense5 scored criteria
Minimum score to pass80
050100
Passing runs required
The audit trail

A record that stands up to a compliance review

Every score, attempt, pass and fail date, and approval event is kept, with the timestamp and the manager's commentary.

  • Timestamped attempts with the manager's commentary
  • Re-certification managed against the expiry period you set
  • Historical status retained for trend analysis and compliance reporting
Audit trail · Account executiveDiscovery
Bar 75
12 MarAttempt 1 · CFO personaMissed the budget question twice62
19 MarAttempt 2 · CFO persona71
26 MarAttempt 3 · passed the requirement84
27 MarCertified by M. OrtizHandled the security objection cleanly
Reporting

Readiness at rep, team, and organization level

Reporting covers completion rates by team and role, pass and fail rates, average score by path, attempt counts, and time to certification.

  • Completion, pass and fail rates by team and role
  • Average score by path and time to certification
  • Rolls up from the individual to the whole organization
Readiness by teamQ1
78%14 of 18 certifiedAverage time to certification is 11 days
TeamDiscoveryPricingSecurity AE, North America928174 AE, EMEA887261 Mid-market947970 SDR856858
Pass rate 78%Attempts per rep 2.4Re-certification due Q3
What makes it different

A certification standard you control

Progressive paths

A rep has to clear the earlier scenario before the next one opens.

Configurable by role

By role, product line, vertical, region, or any combination. An SDR and an AM do not certify on the same conversations.

Onboarding and remediation

New hires are enrolled in their path on first login. Miss a requirement and you get remediation simulations for it.

Unlimited certifications

Define as many as you need, across different products, levels, and experience.

Self-serve to change

You build and change certification paths yourself, without waiting on us.

Salesforce sync

Readiness scores sync to custom Salesforce user fields, so certification status sits alongside the rest of the record.

How it works

From standard to certified rep in five steps

Build the certification

Set its role, product line, expiry period, and whether a manager has to approve the final result.

Add the requirements

Each is tied to a persona and playbook with its own minimum score, and can demand several passing runs.

Reps rehearse, then attempt

Reps rehearse in the simulator, then launch the attempt themselves. Attempts, best score, and pass count are all tracked.

Managers review and certify

Managers review the recording and scorecard, add coaching notes, and either certify the rep or send them back.

Readiness rolls up

Scores roll up at rep, team, and organization level, and can sync to custom Salesforce user fields.

Explore the platform

Related features

Ready when you are

See a certification built for your team

Book a demo to see how FunnelX sets one standard for every rep and certifies them against it with AI.