Eubrics’ downloadable RFP checklist rates AI sales roleplay and sales training software on 9 criteria

Judge every AI sales roleplay vendor on the same 9 criteria, pilot on your scenarios, and ask each one the same questions. Demos differ, so buyers struggle to compare sales training software. Eubrics sells an AI sales roleplay platform for enterprise sales teams and publishes this guide. Its RFP checklist asks every vendor the same 36 questions in 4 areas.

If you would rather walk through your own evaluation, get a demo.

Eubrics’ RFP (request for proposal) checklist sends the same 36 questions in 4 areas to every AI sales roleplay vendor and scores the answers on the same 9 criteria.

• The 9 criteria run from scenario realism to pricing and quote clarity. The reasons behind them are the author’s reasoning, not measured findings.

• A fair pilot gives every shortlisted vendor the same reps, managers, scenarios, practice expectations and scoring rubric.

• Security questions ask for evidence, such as current certifications and reports. This guide asks questions and does not interpret any law or rule.

• Quotes compare well when every vendor prices the same scenario.

What evaluation criteria matter when buying AI sales roleplay software?

1. What should you test in a pilot, and how do you design one?

2. Which questions separate real capability from demo polish?

3. What belongs on a security and compliance checklist?

4. What are the integration realities?

5. What pricing questions should you ask when a vendor shows no price?

6. What is in the downloadable RFP checklist?

7. Frequently asked questions

8. Conclusion: how to choose sales training software

Judge every AI sales roleplay vendor on the same 9 criteria, in the same order: scenario realism, inspectable scoring, what the product does beyond practice, control over content, manager and rep workflow, integrations, security and compliance, rollout and support, and pricing. One list keeps a polished demo from steering the decision. A list of “best sales training software” helps when you know the criteria behind it. If you already have a shortlist, these Eubrics guides compare vendors: Second Nature alternatives and Hyperbound alternatives. The reasons below are the author’s reasoning, not measured findings.

1. Scenario realism and fit to your sales motion. Practice helps when it looks like your calls. Test buyers, objections and products from your own sales process.

2. Feedback and scoring you can inspect. A score is useful when a manager can see why it was given and challenge it.

3. What the product does beyond practice. Some vendors also score real customer calls or guide reps during live calls. Ask about this if you need it.

4. Control over content. Ask who builds and changes scenarios, and how fast. When your product changes, practice should change with it.

5. Manager and rep workflow. Look at assignments, coaching and reporting. A product that reps use and managers can read gets used.

6. Integrations. Your CRM (the system that stores customer records), single sign-on (SSO, one login for many tools) and call recordings decide how much manual work you carry. See Section 5, integration realities.

7. Security and compliance. Customer content may enter the product, so ask for evidence. See Section 4, security and compliance.

8. Rollout, languages and support. A good product still fails if your team cannot start in your languages. Ask what setup and support look like.

9. Pricing and quote clarity. Quotes compare well when each one covers the same scenario. See Section 6, pricing questions.

Test every shortlisted vendor with the same reps, managers, scenarios from your own sales calls, practice expectations and scoring rubric, then record what each product did. For example, a team might ask whether new reps handle a pricing objection better after practice.

Eubrics’ own data shows why you measure practice, not only logins. In one anonymised Eubrics deployment (IT services and consulting, 50,000+ staff), user login adoption was 94.1% and simulation completion rate was 51.5%, according to Eubrics’ own IT services and consulting case study. Author’s reasoning: count completed practice in your pilot, not only logins.

Pilot steps

1. Decide the question the pilot must answer.

2. Use the same reps, managers, scenarios from your own sales calls, practice expectations and scoring rubric for every shortlisted vendor.

3. Record what each product did, not what it promised.

4. Check data handling before real customer content is used.

5. Agree who judges the result.

6. Decide before you start what a pass means.

Pilot plan fields

• Pilot question

• Vendors

• Reps

• Managers

• Scenarios from your own sales calls

• Practice expectations

• Scoring rubric

• Data handling check

• Who judges the result

• What a pass means

• Notes on what each product did

Take the same scenarios into every demo, including Eubrics: get a demo.

Ask every vendor to show the answer in the product instead of describing it. These 9 questions are built for that.

1. Can you show this live on my scenario, not a recording?

2. Which parts are generated live, and which are scripted?

3. Can a manager change a scenario without your help? Show me.

4. Can you show where each score comes from?

5. What happens when a rep goes off-script?

6. What does the product not do?

7. Can you show the admin and reporting views?

8. What happens to our data when the contract ends?

9. What do rollout and support look like for our team, and which languages can we start in?

Eubrics note: On its home page, Eubrics describes practice against AI buyers, live in-call guidance and scoring of real calls.

Ask each vendor these 10 questions, and ask for evidence with every answer. For SOC reports, the AICPA says CPAs provide them as assurance reports that help users assess the risks of outsourcing services.

1. Which certifications and reports are current? Ask for: the certificates and the latest reports.

2. Where is our data stored? Ask for: the regions and hosting providers.

3. Does our customer data train any models? Ask for: the written policy.

4. How is our data encrypted? Ask for: the security overview.

5. How do role-based access and single sign-on work? Ask for: the admin guide or a live view.

6. How long is our data kept, and how is it deleted? Ask for: the retention terms.

7. Which subprocessors handle our data? Ask for: the current subprocessor list.

8. What data processing terms do you offer? Ask for: the draft terms.

9. How do you handle security incidents, and how are customers told? Ask for: the incident process.

10. What audit rights do we have? Ask for: the contract wording.

This guide asks questions. It does not interpret any law or rule. If you work in a regulated field, ask your compliance team what records and approvals your rules require.

Eubrics note: Eubrics’ home page lists ISO 27001 certified, SOC 2 compliant, end-to-end encryption and role-based access. Ask Eubrics for the reports, as you would any vendor.

“Integrates with” on a vendor page can leave out who sets it up, which way data flows, what the price includes and what happens when your fields differ. That is labelled reasoning, so confirm each point with the vendor. Use these 8 questions.

1. Which CRM do you connect to, and who sets up the connection?

2. Which way does data flow, and which fields move?

3. What happens when our CRM fields differ from yours?

4. Which identity and single sign-on tools work with the product?

5. Which learning or HR systems connect, and what data moves?

6. Which call recording sources can you take in, so real calls can be scored?

7. What data can we export, and is there an API (a way for software to share data)?

8. Which integrations does the quote include, and which cost extra?

Eubrics note: Eubrics’ AI sales training software page names Salesforce, HubSpot, Freshsales and Zoho CRM. It also lists integration groups for CRM, HRMS (HR systems), ATS (hiring systems), and communication and SSO.

Where a vendor shows no price on its own pricing page, ask these questions. Give every vendor the same scenario sheet from the checklist so the quotes can be compared.

1. What unit is the quote built on?

2. How many users and how much usage are included?

3. How many scenarios are included, and how are they changed?

4. Are integrations, languages and support included?

5. Which fees are one-time and which recur?

6. What are the term, renewal and cancellation rules?

7. What is not included?

8. What happens when usage goes above the quote?

9. Did every vendor quote the same scenario?

No list price appears on the Eubrics site either. Eubrics prices by custom quote based on your need, and the price varies by use case and scale.

An RFP checklist for AI sales roleplay software is a list of the questions every vendor answers, plus a matrix to score the answers on the same criteria.

The file holds an evaluation matrix with the 9 criteria, the 4 question lists from this guide, a pilot plan sheet, a scenario sheet and a quote comparison table. Weights and vendor cells start blank, so you set your own. You can copy and edit it for your team.

Download the RFP checklist

Get a demo of Eubrics with your own scenarios.

How do I evaluate AI sales roleplay vendors?

Judge every vendor on the same criteria, pilot on your own scenarios, and ask each vendor the same questions. Eubrics’ RFP checklist uses 9 criteria and 36 questions in 4 areas for this. Record what each product did, not what it promised, and compare quotes when every vendor priced the same scenario.

What should I ask in a sales training RFP?

Ask every vendor the same questions in four areas: demo and capability, security and compliance, integrations, and pricing. This guide lists 36 questions for AI sales roleplay vendors, and the downloadable checklist holds them with check boxes. Add your own scenarios so each vendor answers on the same terms.

What criteria matter when buying roleplay software?

Nine criteria matter: scenario realism, inspectable scoring, what the product does beyond practice, control over content, manager and rep workflow, integrations, security and compliance, rollout, languages and support, and pricing and quote clarity. They come from the author’s reasoning, not measured findings, so weight them for your own team.

What should an AI sales roleplay pilot include?

A pilot should give every shortlisted vendor the same reps, managers, scenarios from your own sales calls, practice expectations and scoring rubric. Check data handling before real customer content is used, agree who judges the result, and decide before you start what a pass means.

What is an RFP checklist for AI sales roleplay software?

An RFP checklist is a set of questions each vendor answers, paired with a scoring matrix that rates every answer against one list of criteria. That lets you compare vendors side by side instead of comparing demos. Eubrics’ checklist adds a pilot plan sheet, a scenario sheet and a quote comparison table.

What is AI sales roleplay software?

AI sales roleplay software lets reps practice sales conversations with an AI that plays the buyer, then gives feedback or a score. Teams use it to rehearse before real calls. Some vendors also score real customer calls or guide reps during live calls, so ask what each product covers.

How much does AI sales roleplay software cost?

The price depends on the vendor and the scenario, so no single figure applies. Use the pricing questions in this guide and ask every vendor to quote the same scenario. Eubrics prices by custom quote based on your need, and the price varies by use case and scale.

What security questions should I ask an AI sales roleplay vendor?

Ask about current certifications and reports, data storage, whether customer data trains models, encryption, role-based access and single sign-on, retention and deletion, subprocessors, data processing terms, incident handling and audit rights. Ask for evidence with each answer. This guide asks questions and does not interpret any law or rule.

Judge every vendor on the same criteria, pilot on your own scenarios, ask every vendor the same questions, and compare quotes for the same scenario.

Get a demo to walk through your own evaluation with Eubrics.