24 Best Sales Onboarding Software Reviewed For 2024
10 Best Sales Onboarding Software Shortlist
Here's my pick of the 10 best software from the 25 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
With so many different sales onboarding software available, figuring out which is right for you is tough. You know you want to equip new hires with the skills and knowledge required for their sales roles effectively and efficiently but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different sales onboarding tools with various new hires, with my picks of the best sales onboarding software.
Why Trust Our Sales Onboarding Software Reviews?
We’ve been testing and reviewing sales onboarding software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our sales onboarding software review methodology.
| Tools | Price | |
|---|---|---|
| SkyPrep | Pricing upon request | Website |
| Guidde | From $16/user/month | Website |
| iSpring Learn | From $2.87/user/month (billed annually) | Website |
| Absorb LMS | Pricing upon request | Website |
| monday CRM | From $12/user/month (billed annually, min. 3 seats) | Website |
| CRM Creatio | From $25/user/month | Website |
| HubSpot | From $15/month (billed annually) | Website |
| Trainual | From $10/user/month | Website |
| SmartWinnr | Custom pricing upon request | Website |
| MindTickle | Pricing starts from $20/user/month. | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Sales Onboarding Software
With so many different sales onboarding software solutions available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting sales onboarding software, consider the following:
- What problem are you trying to solve - Start by identifying the sales onboarding software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your sales onboarding software power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated sales onboarding software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare sales onboarding software features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Best Sales Onboarding Software Reviews
Below, I’ve reviewed the best sales onboarding software. I’ve included an overview of their best use case, pros and cons, standout features, integrations, and pricing information.
SkyPrep is an an intuitive and easy-to-use award-winning online training software that offers a variety of features such as learner engagement, course creation, user management, reporting and analytics, and customization. It is best known for its efficient employee onboarding solution, which helps new hires get up to speed quickly and be productive from day one.
Why I picked SkyPrep: I chose SkyPrep because it provides a highly customized and efficient onboarding training program that is designed to help new employees quickly understand their roles and the company's culture. What makes SkyPrep stand out is its focus on delivering role-focused training in an engaging manner, which is crucial for equipping new hires with the necessary tools and knowledge to be productive from the start.
Skyprep Standout Features & Integrations
Features include an intuitive course builder that empowers users to create engaging training content without the need for technical expertise. The drag-and-drop interface, multimedia support, and customizable assessments enable organizations to design interactive courses tailored to their specific needs.
Users can also take advantage of SkyPrep's partnership with OpenSesame for access to thousands of pre-built courses across various industry verticals and topics.
Integrations include Okta, SAML, onelogin, Stripe, PayPal, Shopify, ADP, Workday, Salesforce, HubSpot, Zoom, GoTo, Webex, G Suite, Office 365, Twilio, iorad, UKG, and more.
Pros and cons
Pros:
- Branding personalization
- Customizable workflow automations
- User-friendly interface
Cons:
- Pricing structure may not work for all org sizes
- Minimal advanced reporting functionality
Guidde is a generative AI platform for your team to create sales onboarding videos faster. By automating the capture, editing, and distribution of training videos, it generates step-by-step guides in multiple formats that new hires will understand. It is as easy to use as editing presentation slides.
Why I picked Guidde: Guidde's 'magic capture' feature lets you record your workflow with just a click via their web browser plugin or desktop app, and once you complete recording, the AI creates a step-by-step guide in multiple formats such as link, PDF, MP4 and HTML. This is particularly useful for sales onboarding, as it allows you to create detailed guides that new team members can follow to learn sales processes effectively. Additionally, Guidde offers AI-generated voiceovers in multiple languages, which can help you cater to a diverse team and ensure that everyone understands the training material.
I also like its built-in editor, which allows you to customize your guides by adding text annotations, images, multiple calls to action (CTAs), and other elements to highlight important information. This customization ensures that your sales onboarding materials are tailored to your team's specific needs, making the training process more effective. Furthermore, Guidde's analytics feature provides insights into how your team interacts with the guides, helping you identify areas where additional training might be needed.
Guidde Standout Features and Integrations
Standout features include motion and transitions, a background music library, a built-in editor, multi-language support, screen recording (web and desktop), webcam recording, easy share options, multiple CTAs, video privacy controls, video analytic insights, auto-translation, and SSO integration.
Integrations include Salesforce, Google Drive, Microsoft OneDrive, Slack, Zoom, Zendesk, ServiceNow, Chrome, and Confluence.
Pros and cons
Pros:
- Utilizes AI for automatic storyline creation
- Includes interactive elements and professional voiceovers
- Multilanguage support
Cons:
- Reliance on AI may hinder creativity in content creation
- Some users may find the editing features slightly restrictive
iSpring Learn is a learning management system (LMS) that facilitates corporate training by providing a platform for eLearning.
Why I picked iSpring Learn: iSpring Learn provides a platform where companies can create effective onboarding programs and automatically assign them to new sales representatives. This enables a faster learning process, ensuring that newcomers have a better grasp of their roles and responsibilities.
The platform includes interactive courses, role-plays, and quizzes designed to develop sales communication skills. It also allows for the assessment of team strengths and weaknesses through comprehensive reports. The tool is used across various industries to improve sales team growth and performance, offering 24/7 access to training content and support resources such as online training software and microlearning options.
iSpring Learn Standout Features and Integrations
Standout features include an eLearning authoring toolkit, compliance training, industry-specific and case-specific solutions, and a learning management system that includes user management, content organization, and automation of routine tasks like enrollment.
Integrations include Microsoft Teams, Zoom, Salesforce, Shopify, BambooHR, Outlook Calendar, ProctorEdu, PowerBI, OrangeHRM, and Bitrix24.
Pros and cons
Pros:
- Easy-to-use interface
- Provides a user self-registration feature
- Includes native iOS & Android apps for offline access
Cons:
- Some problems with importing data
- Lacks gamification elements
Absorb LMS is a comprehensive learning management system that offers a range of features and products to deliver impactful eLearning, enhance the learner experience, and dive deeper into learner data. With a focus on learner engagement, smart administration, and a variety of content libraries, Absorb LMS provides an intuitive learner experience, making it the best choice for organizations looking to prioritize the learner's needs and engagement.
Why I picked Absorb: I chose Absorb LMS after carefully comparing its extensive features and use cases against other options. Its comprehensive suite of tools, including smart administration, learner engagement, and robust reporting & analytics, positions it as a strong contender in the realm of sales onboarding.
Absorb LMS Standout Features and Integrations
Features include content creation, user administration, AI-driven recommendations, eCommerce, analytics, instructor-led training, and performance tracking.
Integrations are available natively with multiple apps, including BambooHR, Ceridian Dayforce, Cisco Webex, Namely, Oracle Peoplesoft, Salesforce, Workday, and Zoom.
Pros and cons
Pros:
- Offline and online learning
- Great customization and localization options
- Responsive customer support
Cons:
- Search filters are not very specific
- System has a learning curve
Monday sales CRM is a fully customizable tool that centralizes client communication, automates sales processes, and provides a full overview of each deal. Its unique selling proposition is its ability to be tailored to fit the specific sales cycle of each user, making it the best choice for custom workflows.
Why I picked Monday sales CRM: Monday.com excels as a sales onboarding software by streamlining the integration of new sales reps into the team's workflow and culture. Its intuitive design and customizable templates make it easy for newcomers to understand the sales process, track their tasks, and manage their pipelines from day one. The platform's collaborative environment encourages interaction and learning, allowing seasoned team members to share insights and resources efficiently.
Automation features reduce the learning curve by handling routine tasks, enabling new hires to focus on more strategic activities and customer engagement early on. With its ability to track progress and performance, monday.com not only facilitates a smooth onboarding experience but also accelerates the time it takes for new sales reps to become productive members of the team, all while fostering a sense of belonging and teamwork.
Monday sales CRM Standout Features and Integrations
Features include a highly collaborative environment that extends beyond the sales team to include marketing, customer support, and product development teams within the same workspace. This cross-functional visibility is unusual in traditional CRMs, which often silo information within departments. By breaking down these barriers, Monday.com facilitates a more cohesive approach to customer relationship management.
Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier.
Pros and cons
Pros:
- Integrated automation tools
- Enables cross-functional collaboration
- Known for its intuitive and visually appealing interface
- Highly customizable workflows and dashboards
Cons:
- Sales CRM dosen't have a free plan
- Vast array of features can be overwhelming for new users
CRM Creatio is a no-code platform designed to automate sales processes of any complexity. It offers a suite of tools to manage customer relationships, from lead generation to order fulfillment.
Why I picked CRM Creatio: It lets you create structured onboarding processes, guiding new hires through each step and ensuring they acquire the necessary knowledge and skills. Additionally, the platform's training and certification management tools enable you to track progress and assess competencies, facilitating a smooth transition for new team members.
Another reason is the platform's comprehensive knowledge base. This centralized repository provides easy access to company policies, product information, and sales strategies, serving as a valuable resource for new sales reps. By having all essential information in one place, your team can quickly get up to speed and perform effectively. Additionally, since CRM Creatio is a no-code platform, you can customize your workflows according to your unique onboarding processes.
CRM Creatio Standout Features and Integrations
Standout features include customer 360, lead and opportunity management, sales forecasting, order and contract management, workflow automation, pipeline management, campaign management, service management, contact management, task management, reporting and analytics, and communication tools.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Extensive customization options
- No-code platform
- Supports scaling businesses
Cons:
- Customization can be time-consuming
- Data migration may be complex
HubSpot is a customer platform and AI-powered ecosystem that brings together all the tools businesses need to grow better, including marketing, with a free CRM, sales, customer service, website content management, and operations.
Why I picked HubSpot: HubSpot's sales onboarding software is designed to assist businesses in efficiently integrating new sales team members by providing a comprehensive suite of tools and features, including HubSpot Academy. HubSpot Academy provides extensive training resources, including courses and certifications, to help new sales reps quickly get up to speed with sales techniques and the HubSpot platform.
Additionally, HubSpot offers sales playbooks that can standardize the onboarding process by providing new sales reps with structured guides, templates, and best practices. The software's reporting and analytics tools enable sales managers to monitor the progress and performance of new sales reps, identify areas for improvement, and provide targeted coaching.
HubSpot Standout Features and Integrations:
Standout features include HubSpot's Marketing Hub, which includes blog software, marketing analytics and a dashboard, lead capture software, and a free online form builder. HubSpot's Sales Hub includes sales pipeline management, sales tracking, KPIs, customer profiles, email scheduling, call tracking, and document tracking.
Integrations include Eventbrite, Stripe, Zoom, SurveyMonkey, WooCommerce, Mailchimp, Supermetrics, Jira, PandaDoc, and Microsoft Teams.
Pros and cons
Pros:
- Responsive customer support services
- Sales automation features
- Comprehensive CRM
Cons:
- Additional costs as data storage scales
- Steep learning curve for new users
Trainual is cloud-based software that helps businesses create training manuals for new or existing employees, customers, contractors, interns, and volunteers. It also helps businesses organize the chaos of onboarding and training.
Why I picked Trainual: I picked Trainual due to its SOP (Standard Operating Procedure) documentation feature. SOPs play a crucial role in onboarding new hires as they provide guidance related to the organization's processes and expectations.
Trainual's built-in AI capabilities can help you create content for SOPs. You can also embed PDFs, GIFs, videos, and other formats. Additionally, it provides a centralized platform for storing all SOPs in one place that sales reps can access easily. The content can be organized into collections based on departments, teams, locations, or any category to make it easy for people to find what they need faster.
Trainual Standout Features and Integrations:
Standout features include the smart time estimates feature that allows users to view the estimated time required for a specific training session.
Integrations include Loom, Quickbooks Payroll, Slack, Justworks, Paylocity, Zenefits, Namely, TriNet, Square Payroll, and Paycom. You can also get additional integrations through Zapier and API.
Pros and cons
Pros:
- Built-in user walkthroughs and guides
- It offers a huge variety of templates
- Simple and intuitive dashboard
Cons:
- Limited native integrations
- Limited user seats
SmartWinnr is a comprehensive sales onboarding software designed to facilitate the training and integration of new sales team members.
Why I picked SmartWinnr: As a sales onboarding software, SmartWinnr doesn't just stop at the initial training phase; it excels in continuously reinforcing and enhancing the team's knowledge and skills.
What sets SmartWinnr apart is its ability to provide ongoing learning opportunities. Beyond the initial onboarding, the platform offers a variety of content and quizzes that keep sales representatives engaged and informed. It also does an excellent job of sending out notifications and reminders about upcoming quizzes, challenges, or new content. This keeps the sales team engaged and ensures they don't miss important reinforcement opportunities.
Additionally, the micro-learning feature delivers bite-sized pieces of information that are easy to digest and retain. This is crucial for reinforcing key concepts without overwhelming the team.
SmartWinnr Standout Features and Integrations
Standout features include gamified KPI tracking, customizable competitions, leaderboards, and assignments.
Integrations include the Salesforce Platform. You can also get additional integrations through API.
Pros and cons
Pros:
- Integrates with Salesforce
- Enables sales managers to run certification exams
- Detailed analytics feature
Cons:
- Pricing details are not transparent
- Limited native integrations
Mindtickle is a sales readiness platform that uses gamification to help sales teams improve their knowledge, skills, and performance.
Why I picked Mindtickle: The best aspect of Mindtickle is the reinforced training feature, which helps reps build and maintain their knowledge and skills through reinforced training. This means that reps are given regular training exercises and quizzes to help them retain what they have learned.
Mindtickle also provides continuous skill assessments to help reps identify areas where they need improvement. These assessments are designed to be engaging and interactive, so reps are more likely to participate. It uses gamification elements to stimulate friendly competition among reps. Another cool feature is quests, which help reps learn new skills and reinforce existing ones. Quests are designed to be fun and engaging, so reps are more likely to participate.
Mindtickle Standout Features and Integrations
Standout features include onboarding insights and readiness scores. These scores help managers understand when to step in and check on new hires to ensure they progress as expected.
Integrations include Peoplesoft, SuccessFactors, Salesforce, Okta, OneLogin, Ping Identity, Symplified, Active Directory, Veeva, and Google.
Pros and cons
Pros:
- Good customization options
- Great admin reports feature
- User-friendly interface
Cons:
- The mobile app is not intuitive
- Bulk action functional limitations
Other Sales Onboarding Software
Here are some more great sales onboarding tools to consider:
- Continu
Sales onboarding software for ease of use
- 360Learning
Sales onboarding software for reinforcement
- SalesHood
Sales onboarding software for role-based learning
- Lessonly by Seismic
Sales onboarding software for enterprises
- Second Nature AI
Sales onboarding software for AI-powered onboarding
- Wonderway
Sales onboarding software for improving ramp-time
- Workramp
Sales onboarding software for assessments
- Allego
Sales onboarding software for remote teams
- Gradual
Sales onboarding software for small teams
- Auzmor Learn
Sales onboarding software for adaptive, data-backed learning pathways
- Spekit
Sales onboarding software for real-time on-screen guidance
- sharpsell.ai
Sales onboarding software for personalized coaching and training
- Bites
Sales onboarding software for micro-learning and skill reinforcement
- Zenarate AI Coach
Sales onboarding software for AI-driven performance insights and guidance
- Uhubs
Sales onboarding software for expert-led virtual training sessions
Related Sales Onboarding Software Reviews
If you still haven't found what you're looking for here, check out these tools closely related to sales onboarding software that we've tested and evaluated.
- Sales Software
- Lead Management Software
- Business Intelligence Software
- Contract Management Software
- Revenue Management System
- CPQ Software
Selection Criteria For Sales Onboarding Software
Sales onboarding software streamlines the onboarding process, ensuring new hires become productive members of the team as quickly as possible. Through thorough research and hands-on testing, I've identified key functionalities that significantly impact the effectiveness of sales onboarding software.
Core Sales Onboarding Software Functionality - 25% of total weighting score
To be considered for inclusion on my list of the best sales onboarding software, the solution had to support the ability to fulfill common use cases:
- Efficiently scaling the onboarding process for multiple new hires simultaneously.
- Providing interactive and engaging training experiences to improve knowledge retention.
- Offering customizable content to address diverse roles and learning needs within the sales team.
- Facilitating continuous learning and development beyond initial onboarding.
- Integrating with existing sales tools and workflows for a seamless learning experience.
Additional Standout Features - 25% of total weighting score
- AI-driven personalization that adapts training paths based on individual progress and performance.
- Gamification elements that motivate and engage users through rewards and recognition.
- Mobile access, enabling on-the-go learning and flexibility for sales teams.
- Social learning capabilities that encourage collaboration and knowledge sharing among peers.
- Advanced analytics that provide insights into training effectiveness and identify areas for improvement.
Usability - 10% of total weighting score
- Intuitive user interface that minimizes training time and maximizes adoption.
- Easy navigation and accessibility of key features and content.
- Consistent and responsive design across various devices and platforms.
Onboarding - 10% of total weighting score
- Comprehensive support materials, including tutorials, FAQs, and user guides.
- Interactive onboarding features to familiarize users with the software quickly.
- Availability of customer support during the onboarding phase to address any technical issues or questions.
Customer Support - 10% of total weighting score
- Responsive and knowledgeable support team available through multiple channels.
- Proactive customer service that addresses potential issues and offers regular software updates.
- Access to a user community or forum for peer support and best practice sharing.
Value For Money - 10% of total weighting score
- Transparent pricing that reflects the software's value and feature set.
- Flexible pricing plans that accommodate businesses of different sizes and needs.
- Positive feedback from current users regarding the software's return on investment.
Customer Reviews - 10% of total weighting score
- High user satisfaction ratings that highlight the software's impact on onboarding efficiency and sales team performance.
- Testimonials that emphasize specific features or aspects of the software that users find particularly beneficial.
- Consistent praise for user experience, support, and overall software effectiveness.
By carefully evaluating these criteria, you can select a sales onboarding software that not only meets your immediate needs but also supports your long-term revenue operations goals. The right software will provide a solid foundation for your sales team's success and contribute to your organization's growth and competitiveness.
Trends In Sales Onboarding Software For 2024
Sales onboarding software is rapidly advancing, shaped by the increasing need for streamlined, efficient, and personalized onboarding experiences that align with broader revenue operation strategies. As organizations strive to maximize their sales potential in a competitive landscape, the role of innovative onboarding tools has become more critical than ever, reflecting a clear trend towards more integrated, adaptive, and user-focused solutions.
Integration and Ecosystem Compatibility:
- Enhanced integration capabilities, ensuring seamless connectivity with existing CRM systems, sales tools, and productivity platforms, facilitating a unified and efficient onboarding process across various software ecosystems.
- The rise of platforms offering extensive API support, enabling custom integrations and allowing organizations to tailor onboarding experiences to their specific operational workflows and tech stacks.
Engagement and Interactivity:
- Growing adoption of gamification and interactive elements within onboarding software to boost engagement, motivation, and participation, making the learning process more enjoyable and effective.
- Implementation of virtual and augmented reality modules for immersive training experiences, helping new hires grasp complex sales concepts and scenarios in a more interactive and memorable manner.
Data-Driven Insights and Analytics:
- Advanced analytics features becoming more prevalent, offering deeper insights into onboarding effectiveness, individual progress, and areas needing attention, enabling data-driven improvements to training programs.
- Real-time feedback mechanisms that provide immediate guidance and support to new hires, facilitating a more responsive and adaptive onboarding experience.
Declining Features:
- Reduced focus on one-size-fits-all content, moving away from generic training modules to more customized and role-specific resources.
- Decrease in standalone onboarding platforms as integration and ecosystem compatibility become crucial, with businesses favoring solutions that offer broader utility and seamless workflow integration.
For revenue operation leaders, understanding these trends and selecting software that aligns with them is key to building a high-performing sales team equipped to thrive in today's dynamic market environment.
What Is Sales Onboarding Software?
Sales onboarding software is a specialized tool used to train and integrate new sales representatives into an organization. It provides a structured platform for delivering educational content, tracking progress, and assessing the performance of new sales staff. The software encompasses interactive learning modules, performance assessments, and integration with sales tools, focusing on equipping new hires with the necessary skills and knowledge for their sales roles.
The benefits of sales onboarding software include an accelerated learning curve for new sales representatives, ensuring they become productive more quickly. It offers a consistent and standardized training experience, enhancing the engagement and retention of important information. By focusing on the development of specific sales skills, the software prepares new hires effectively for their roles, leading to improved sales performance. Additionally, the use of such software can reduce the costs and resources typically associated with traditional training methods, making the onboarding process more efficient and cost-effective.
Features Of Sales Onboarding Software
By enhancing the onboarding process, organizations can ensure that their sales forces are prepared and motivated, directly impacting their efficiency and effectiveness in driving revenue. Here are the most crucial features to look for in sales onboarding software:
- Customizable Learning Paths: Tailor training programs to suit individual roles or experiences, enhancing relevance and engagement.
- Customizable learning paths ensure that each salesperson receives the most relevant information, accelerating their ramp-up time and effectiveness.
- Interactive Content Delivery: Engage users with interactive training modules that enhance retention and understanding.
- Interactive content keeps learners engaged, making it easier to absorb complex sales strategies and product knowledge.
- Progress Tracking and Reporting: Monitor individual progress through the onboarding process with detailed analytics.
- Tracking progress allows managers to identify and address learning gaps, ensuring that all team members reach the required competency levels.
- CRM Integration: Seamlessly integrate with CRM systems to provide relevant, real-world context to training.
- CRM integration helps new salespeople understand how to apply what they've learned directly within the tools they will use daily, promoting practical learning.
- Role-Based Access: Assign content based on roles to deliver targeted training that meets specific needs.
- Role-based access ensures that sales reps receive the most pertinent information, streamlining their learning process and improving role-specific performance.
- Feedback Mechanisms: Incorporate feedback tools to allow new hires to ask questions and receive clarification.
- Feedback mechanisms foster a two-way learning environment where new hires can continuously improve and clarify their understanding.
- Mobile Accessibility: Ensure the platform is accessible on various devices to facilitate learning anytime, anywhere.
- Mobile accessibility allows sales team members to learn on the go, fitting training into their schedules more flexibly.
- Content Library: Provide a centralized repository of resources for continuous learning and reference.
- A comprehensive content library serves as a valuable resource for ongoing development and just-in-time information retrieval.
- Collaboration Tools: Enable peer learning and knowledge sharing within the onboarding platform.
- Collaboration tools encourage a team-based learning environment, enhancing the overall learning experience through shared insights and experiences.
- Onboarding Analytics: Utilize data-driven insights to optimize and personalize the onboarding experience.
- Analytics help identify which aspects of onboarding are most effective and where improvements can be made, ensuring continuous optimization of the training process.
Selecting sales onboarding software with these features can profoundly impact the efficiency and effectiveness of your sales force, ultimately driving better revenue outcomes. By ensuring your onboarding process is comprehensive, engaging, and adaptable, you set the foundation for a high-performing sales team.
Benefits Of Sales Onboarding Software
Sales onboarding software significantly benefits both the users and the organization by enhancing the learning experience, improving performance metrics, and ensuring a consistent understanding of company processes and products. Here are five primary benefits:
- Accelerated Ramp-Up Time: Reduces the time it takes for new sales reps to become productive members of the team.
- By providing structured and comprehensive training, sales onboarding software enables new hires to contribute to revenue operations more quickly.
- Consistent Training Delivery: Ensures all sales personnel receive the same high-quality training regardless of location or time of hiring.
- Consistency in training helps maintain a uniform standard of sales excellence across the entire team, aligning skills and knowledge with the company's goals.
- Enhanced Engagement and Retention: Engages sales reps with interactive training modules, increasing information retention and job satisfaction.
- Engaged employees are more likely to absorb important sales tactics and product knowledge, which translates into higher performance and lower turnover rates.
- Data-Driven Insights for Continuous Improvement: Provides analytics on training progress and success, identifying areas for further development.
- These insights allow sales managers to tailor ongoing coaching efforts and address individual or team-wide knowledge gaps, optimizing overall sales effectiveness.
- Scalable and Flexible Training Solutions: Adapts to the needs of growing or changing sales teams, supporting business scalability.
- As the organization grows, the software can easily accommodate more users and updated content, ensuring the onboarding process remains efficient and effective.
Costs & Pricing For Sales Onboarding Software
Selecting the right sales onboarding software is a strategic decision that can significantly impact the effectiveness and efficiency of your sales team's ramp-up process. The market offers various plans to cater to different business sizes, needs, and budgets. Understanding these options will enable you to choose a solution that aligns with your organizational goals and provides your sales team with the tools they need for success.
Plan Comparison Table For Sales Onboarding Software
| Plan Type | Average Price | Common Features Included |
|---|---|---|
| Basic | $10 - $50 per user/month | Access to standard onboarding content, basic tracking and analytics, limited user seats |
| Professional | $50 - $150 per user/month | Advanced analytics, broader content library, integration options, more user seats |
| Enterprise | Custom pricing | Customizable content and paths, dedicated support, unlimited seats, full integration |
| Free | $0 | Access to basic features, very limited content, minimal user seats |
When choosing a sales onboarding software plan, consider the specific needs of your sales team, the scale of your onboarding efforts, and how the software aligns with your broader training and development goals. Opt for a plan that not only fits your current requirements but also offers the flexibility to scale as your organization grows.
Sales Onboarding Software Frequently Asked Questions
If you have more questions regarding sales onboarding, then check the following frequently asked questions:
What are the types of sales onboarding software?
Sales onboarding software is designed to streamline the process of integrating new sales representatives into an organization, ensuring they gain the necessary skills and knowledge efficiently. Various types of sales onboarding software cater to different needs and organizational structures:
- Interactive Training Platforms: These provide dynamic, engaging content, such as video tutorials, quizzes, and interactive simulations, helping new hires learn in an immersive environment that boosts retention and understanding.
- Learning Management Systems (LMS): LMS for sales onboarding are specialized to deliver, track, and manage sales training programs. They often include features for assessing progress, awarding certifications, and personalizing learning paths based on individual performance.
- CRM-Based Onboarding Tools: Integrated directly within a Customer Relationship Management (CRM) system, these tools utilize the existing sales data and processes to train new hires on actual sales scenarios they will encounter, providing context-rich learning experiences.
- Microlearning Platforms: Focused on delivering content in small, easily digestible segments, microlearning platforms are ideal for sales teams needing to quickly onboard and update representatives on new products, techniques, or market changes.
- Coaching and Feedback Tools: These platforms emphasize the role of feedback and coaching in the onboarding process, providing mechanisms for real-time feedback, one-on-one coaching sessions, and peer learning opportunities.
- Gamification Software: Incorporating elements of game design in training, these platforms make learning more engaging and fun, encouraging competition and participation through leaderboards, badges, and rewards.
- Mobile Learning Applications: Designed for on-the-go access, mobile apps allow sales reps to learn anytime, anywhere, providing flexibility and continuous access to training materials.
- Social Learning Platforms: These foster a community among sales teams, encouraging knowledge sharing and collaboration. New hires can learn from the experiences and insights of their peers, facilitating a more integrated team environment.
Each type of sales onboarding software addresses specific aspects of the learning process, from knowledge acquisition and application to engagement and ongoing development. Choosing the right type depends on the organization’s specific training objectives, team structure, and preferred learning modalities.
Who uses sales onboarding software?
Organizations across various industries use sales onboarding software to train and onboard new sales representatives. This includes businesses of all sizes, from startups to large enterprises, and sales managers, trainers, and HR professionals responsible for ensuring that new hires are well prepared to meet sales targets and represent the company effectively in the marketplace.
What are the steps to a successful onboarding program?
A successful sales onboarding program should cover various topics, from general employee orientation to sales department-specific information. Here are the steps to a successful sales onboarding program:
- Start onboarding sales reps before day one
- Follow a formal onboarding process
- Establish expectations and provide training and resources
- Cover company-wide policies and proper employee orientation
- Provide operational sales onboarding training
- Offer product and service training for sales reps
- Create milestones for reps
- Use sales onboarding software to measure and track progress
Additional Revenue Operations Software
Are you searching for more solutions that can help optimize your revenue operation process? Here are some tools you should check out:
Conclusion
As I wrap up my exploration of the best sales onboarding software, remember that the ideal solution for your organization depends on your unique needs and goals. Take the time to delve into each platform, consider their features and capabilities, and reach out to their support teams for additional insights.
Furthermore, to stay tuned to emerging trends and the latest revops insights, sign up to The RevOps Team newsletter.