Capture the play once
Walk through the CRM process, product workflow, or field scenario exactly as you would for a rep. Trails captures each click and detail automatically, or converts an existing recording.
Turn tribal sales knowledge into rep-ready guidance
Trails helps sales enablement managers record a workflow once, then publish a searchable step-by-step guide and video for onboarding, CRM processes, product knowledge, and in-the-moment coaching.
The old way vs. with Trails
Your best training is only useful if reps can remember it, or find it, when the real situation arrives.
xThe old way
With Trails
A live CRM walkthrough turns into screenshots, annotations, slide updates, and a recording reps will not rewatch
Record the workflow once and publish a polished step-by-step guide and video in minutes
New reps learn edge cases during onboarding, then forget them before the situation appears months later
Give reps a searchable refresher they can open the moment the deal, objection, or process comes up
Enablement leaders and top sellers repeat the same screen shares and Slack answers for every new cohort
Turn the first explanation into a reusable answer every rep can follow without another meeting
CRM changes, product releases, and new messaging leave decks and PDF playbooks out of date
Update the affected Trail once so the current process stays live everywhere reps access it
Distributed reps and channel partners execute the same sales process in different ways
Give every seller the same clear, branded guidance and translate it into 75+ languages from one source
From one expert walkthrough to field-ready enablement.
Publish a guide and video in minutes
Trails turns the walkthrough into a polished step-by-step guide and narrated video reps can skim, search, or watch.
Put enablement in the flow of work
Link or embed the Trail in your CRM, sales engagement platform, enablement hub, or Slack channel so reps do not have to hunt for the answer.
Scale the same play across regions
Translate the guide and narration into 75+ languages without rebuilding training for every team, territory, or channel partner.
Faster ramp. Stronger execution.
New-hire ramp
Make every week of onboarding stick
Turn your best live training into repeatable, searchable walkthroughs. Reps can learn the core motion during onboarding and revisit the exact step when they finally need it in the field.
Field execution
Coach in the moment without another call
Give sellers bite-sized guidance for CRM workflows, product questions, handoffs, and uncommon deal scenarios. Keep the play consistent while giving reps back more time to sell.
We’ve never had new sales reps come in and hit the ground running like this. We have people who have only been here five months selling at the same volume as people who have been here for decades.
Gage King
Sales Enablement at BadgePass
What sales enablement teams build with Trails
Turn the knowledge your best reps and subject-matter experts carry into living guidance the whole field can use.
New-hire onboarding paths
Give every new rep a repeatable path through your CRM, sales motion, product basics, and first-week workflows, with refreshers they can revisit later.
CRM and sales-process walkthroughs
Document opportunity hygiene, forecasting, handoffs, quoting, and the uncommon workflows that are easy to forget between training and the real deal.
Product and competitive readiness
Turn feature releases, demo flows, objection handling, and competitive positioning into guidance sellers can use before the next conversation.
Field refreshers and manager coaching
Send a two-minute Trail instead of scheduling another screen share. Give managers a consistent follow-up resource after coaching calls and deal reviews.
Put every play where reps already work.
Link or embed Trails from the CRM, coaching, communication, and enablement tools sellers check between calls.
CRM
Engagement & team channels
Coaching
Enablement
Built for enablement at scale.
Skimmable steps
Let reps scan the exact step they need instead of scrubbing through another long recording.
Guide and video together
Create a written walkthrough and a natural narrated video from the same recording.
Living playbooks
Keep guidance current as your CRM, product, messaging, and sales process change.
Translation
Publish guides and narrated videos for global sellers in 75+ languages.
Smart blur
Hide prospect, customer, pipeline, and account information before sharing.
Branding
Give internal training and partner enablement a consistent, polished look.
Team controls
Control who can create, edit, review, publish, and access each Trail.
Frequently asked questions
Trails turns your best live training and CRM walkthroughs into repeatable guides and videos reps can use during onboarding and revisit in the field. Unlike a recording alone, each Trail is skimmable, searchable, and easy to keep current. See how the formats compare in this Trails vs. Loom comparison.
No. Keep the LMS, CRM, or enablement hub your team already uses. Trails helps you create and update the practical walkthroughs that live inside those systems, with video and written steps from the same source.
Trails is not an LMS and does not replace formal assignments, quizzes, certifications, or completion reporting. Keep those workflows in your LMS or enablement platform, and use Trails to create the practical, searchable guides and videos reps open when they need to complete the work.
Use role-based access to control who can view, edit, and manage Trails in your workspace. Every change is saved in version history, so your team can restore an earlier version when needed.
Trails are searchable and taggable, so reps can find a specific process or answer without scrubbing through a recording. You can also link or embed the relevant Trail in the CRM, enablement hub, knowledge base, or team channel where that question is most likely to come up.
Yes. Link or embed Trails in your CRM, sales engagement platform, enablement hub, knowledge base, onboarding workspace, email, or Slack channel.
The logos show common places teams share or embed Trails; they do not all represent native, two-way integrations. You can use a share link or embed wherever the destination supports it. If your workflow requires data sync or app-specific automation, confirm that requirement with our team.
Edit the affected Trail when your CRM, product, positioning, or process changes. The current version stays available anywhere that Trail is shared, so you do not have to rebuild a deck, PDF, and video separately.
Start with a small set of high-friction workflows, such as opportunity updates, handoffs, quoting, or demo setup. Capture each process or convert an existing recording, organize the Trails in your workspace, and place them in the systems reps already use. Expand the library as new questions and process changes surface.
Yes. Use smart blur and on-device redaction to hide sensitive prospect, customer, account, and pipeline information before sharing the guide or generated video.
Yes. Publish the guide and narrated video in over 75 languages from the same source, without recreating the walkthrough for every region or partner team.
