Best Sales Onboarding Software Shortlist
Here are the top 12 sales onboarding software and an outline of what each does best:
- SalesHood - Best sales onboarding software for role-based learning
- Trainual - Best sales onboarding software for SOP documentation
- Allego - Best sales onboarding software for remote teams
- Continu - Best sales onboarding software for ease of use
- WorkRamp - Best sales onboarding software for assessments
- Lessonly - Best sales onboarding software for enterprises
- Wonderway - Best sales onboarding software for improving ramp-time
- Mindtickle - Best sales onboarding software for reinforced training
- Gradual - Best sales onboarding software for small teams
- SmartWinnr - Best sales onboarding software for reinforcement
- 360Learning - Best sales onboarding software for reinforcement
- Second Nature AI - Best sales onboarding software for AI-powered onboarding
Traditional onboarding processes can be time-consuming, taking weeks or even months before new sales reps are fully productive. However, the fast-paced world of sales requires agility and efficiency to stay ahead of the competition. The key to success lies in equipping your sales team with the right tools and knowledge right from the start. That's where sales onboarding software comes into play.
In this article, I have listed the best sales onboarding software to help you accelerate the process, and reduce the time it takes for new hires to become effective contributors.
What Is Sales Onboarding Software?
Sales onboarding software facilitates the training and integration of new sales representatives into an organization. It provides a structured platform for delivering training materials, resources, and interactive modules that help new sales hires quickly acquire the necessary knowledge and skills. This software also often includes features for tracking progress, assessing proficiency, and ensuring that new reps are aligned with the company's sales strategies and messaging.
Overviews of the 12 Best Sales Onboarding Software
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.
1. SalesHood - Best sales onboarding software for role-based learning
Saleshood provides a structured and collaborative environment for organizations to onboard new sales hires, train existing sales reps, and continuously improve their sales skills and knowledge.
Why I picked SalesHood: Saleshood offers features for role-based learning that allow sales leaders to train new team members based on their roles and responsibilities. It helps them quickly acquire the skills and knowledge they need to be successful in their roles.
Sales managers can use the platform to create customized learning paths based on the specific needs of the team members. It also includes features for video role-playing, which allows salespeople to practice their sales pitches and receive feedback from their peers and managers. This feature helps salespeople to refine their sales skills and improve their performance.
Another great feature is micro-assessments, short quizzes that test salespeople's knowledge of key concepts. These assessments help salespeople to identify areas where they need additional training and support.
SalesHood Standout Features and Integrations
Standout features include the correlation reporting feature. It enables sales and operation leaders to measure the impact of their sales enablement and onboarding programs by correlating them with performance data.
Integrations include Google Drive, Google Docs, Dropbox Business, Salesforce Sales Cloud, Google Analytics 360, Google Slides, Box, Microsoft SharePoint, Tableau, and Microsoft Azure.
Pricing: From $50/user/month
Trial: Free demo available
Pros
- User-friendly and easy to navigate
- Includes video role-playing feature
- Integrates with GSuite
Cons
- Limited customization features
- No free trial/plan available
2. Trainual - Best sales onboarding software for SOP documentation
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.
Pricing: From $10/user/month (minimum 10 seats)
Trial: 7-day free trial available
Pros
- Simple and intuitive dashboard
- It offers a huge variety of templates
- Built-in user walkthroughs and guides
Cons
- Limited user seats
- Limited native integrations
3. Allego - Best sales onboarding software for remote teams
Allego helps teams create and share interactive content to train, reinforce, onboard, and coach new sales members.
Why I picked Allego: Allego is an excellent solution for remote teams. You can remotely train your sales reps with on-demand video courses, create and maintain libraries of helpful content, and analyze sales conversations.
The onboarding channels of Allego are a helpful tool for today's distributed teams. You can add new hires to these channels, where they can get access to pre-recorded company and product information. This feature ensures that all team members have access to the same training materials and can learn at their own pace.
Allego also provides virtual collaboration tools that can help you enhance learning and improve teamwork with asynchronous video and other virtual sales collaboration tools.
Another aspect that I like about this software is that it is rep-centric. The platform is easy to use and intuitive. Sales reps can easily find the information they need and navigate the software without complexity.
Allego Standout Features and Integrations
Standout features include the sales content management feature, which allows users to store, organize, and manage sales content in a centralized hub.
Integrations include Slack, Gmail, Dropbox Business, GoTo Meeting, Microsoft Teams, Webex, Google Chrome, Tableau, Microsoft Azure, and Microsoft Outlook.
Pricing: Pricing upon request
Pros
- Great collaboration features
- Easy to use and user-friendly
- Enables recording and analysis of sales calls
Cons
- Pricing details are not transparent
- No free plan/trial available
4. Continu - Best sales onboarding software for ease of use
Continu is a modern learning platform and learning management system (LMS) designed for enterprise organizations to create, track, measure, and share learning initiatives while improving engagement.
Why I picked Continu: Continu is an easy-to-use sales onboarding software offering a centralized employee onboarding and training solution. It has an intuitive and easy-to-navigate interface, which makes it easy for new hires to access and complete the onboarding program.
Your sales rep can easily browse the content using the Explore page, and self-register for courses and workshops. They can also filter content based on location, department, and more. Additionally, Continu integrates with essential workplace tools, such as GSuite, Slack, Zoom, etc.
Continu Standout Features and Integrations
Standout features include real-time analytics, customized reporting, and robust admin and manager features to measure important metrics.
Integrations include Microsoft Teams, Google Meet, Slack, Google Analytics, CreateOne, LinkedIn Learning, Open Sesame, Udemy for Business, Google Calendar, and Zoom.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- Easy-to-use interface
- Offers customized reporting
- Great authoring tools
Cons
- Pricing details are not transparent
- No free plan/trial available
5. WorkRamp - Best sales onboarding software for assessments
WorkRamp is a sales training platform that offers a variety of features to help organizations improve their sales outcomes.
Why I picked WorkRamp: I picked WorkRamp because of its assessment features. It offers surveys and assessments to help organizations evaluate the effectiveness of their onboarding programs and reveal ways to maximize training time.
Moreover, the challenges feature allows users to personalize questions and give certifications to new reps. The LMS analytics feature is also great as it lets organizations measure the effectiveness of their training content by analyzing metrics, such as test scores, performance in virtual labs, job performance after training, NPS, and more.
WorkRamp Standout Features and Integrations
Standout features include automated onboarding, making it easy to set clear guidelines for team communication and extend learning beyond onboarding.
Integrations include Salesforce, Gong, Zendesk, Chorus, Guru, Highspot, Box, Workday, BambooHR, and Rippling. You can also get additional integrations through Zapier.
Pricing: From $25/user/month
Trial: Free demo available
Pros
- Great analytics feature
- Centralizes all training information in one place
- Interactive features like quizzes, cue cards, and notes
Cons
- Limited support for mobile devices
- Limited reporting capabilities
6. Lessonly - Best sales onboarding software for enterprises
Lessonly by Seismic is a learning management software that offers a complete onboarding tool set for customer-facing teams, such as marketing, sales, and customer service.
Why I picked Lessonly: Lessonly supports enterprises and organizations that require extensive training for new hires. It has an intuitive and easy-to-navigate platform. This is crucial for onboarding, as it ensures new employees can quickly become familiar with the software.
The platform supports various types of content, including videos, quizzes, interactive scenarios, and more. This interactive approach to learning engages new employees more effectively and helps them retain information.
Lessonly is designed to scale with an organization's growth. This is particularly important for enterprises that may have large numbers of new hires joining at different times.
Lessonly Standout Features and Integrations
Standout features include the insights tool that helps track each learner's engagement and satisfaction level.
Integrations include Slack, Salesforce Sales Cloud, Rippling, Bamboo HR, Zendesk HR, Okta, Gong, Seismic, and Namely. You can also get additional integrations through Zapier and API.
Pricing: From $200/month (billed annually)
Trial: free demo available
Pros
- User-friendly interface
- Great insights tool
- Integrates with Zapier
Cons
- Limited filter option
- No free plan/trial available
7. Wonderway - Best sales onboarding software for improving ramp-time
Wonderway is a data-driven sales training platform that uses AI to provide real sales coaching to sales teams.
Why I picked Wonderway: Wonderway is a sales onboarding software specifically designed to reduce ramp-up time for new sales team members, ultimately helping organizations generate revenue more quickly, especially for fast-growing sales teams.
Wonderway provides proven ramp-up programs designed to accelerate the time it takes for new joiners to become fully productive in their sales roles. These programs are based on best practices and industry insights, ensuring new hires receive the training and guidance they need to hit their sales quotas faster.
Wonderway Standout Features and Integrations:
Standout features include customizable templates: Wonderway for various sales roles, including Sales Development Representatives (SDRs), Account Executives (AEs), Enterprise Sales, Customer Success Managers (CSMs), and Support teams. Sales managers can easily adapt these templates to match their company's unique requirements, products, and processes.
Integrations include HubSpot CRM.
Pricing: Pricing available upon request
Trial: 30-day free trial available
Pros
- Fast implementation
- Integrates with GSuite and Confluence
- Includes a 30-day free trial
Cons
- Pricing details are not transparent
- Limited gamification features
8. Mindtickle - Best sales onboarding software for reinforced training
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.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- User-friendly interface
- Great admin reports feature
- Good customization options
Cons
- Bulk action functional limitations
- The mobile app is not intuitive
9. Gradual - Best sales onboarding software for small teams
Gradual is a sales onboarding software that helps companies grow sales top performers with training automation, performance tracking, and live training suggestions.
Why I picked Gradual: Gradual is a superb option for small teams that need a tool to onboard their sales employees.
Gradual offers tools that help small teams successfully onboard new team members. These include a sales library where you can store onboarding material. You can also create onboarding tasks to reinforce previous training lessons. Gradual also helps users create a detailed 30, 60, or 90-day onboarding plan.
Gradual Standout Features and Integrations
Standout features include training automation, performance tracking, and live training.
Pricing: Pricing available upon request
Trial: 7-day free trial available
Pros
- Integrates with Pipedrive
- Offers live training suggestions
- Provides 7-day free trial
Cons
- Pricing details are not transparent
- Limited customization options
10. SmartWinnr - Best sales onboarding software for reinforcement
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.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- Detailed analytics feature
- Enables sales managers to run certification exams
- Integrates with Salesforce
Cons
- Limited native integrations
- Pricing details are not transparent
11. 360Learning - Best sales onboarding software for progress tracking
360Learning is a learning management system (LMS) and collaborative learning platform. It's designed to help organizations create and deliver online training courses to their employees or learners.
Why I picked 360Learning: I liked the progress tracking feature of 360Learning that helps sales managers to onboard new sales reps by providing real-time insights into learner progress, engagement, and satisfaction, enabling managers to monitor the team's progression, send training reminders, and make necessary changes to improve the overall quality of the courses.
Additionally, 360 Learning's comprehensive LMS analytics and tracking features give managers all the data they need to evaluate and optimize their learning program.
360Learning Standout Features and Integrations
Standout features include sales enablement training features that empower the team to practice pitches, demos, and receive coaching remotely — all in a single platform.
Integrations include OpenSesame, Coursera, Udemy Business, HiBob, Cornerstone, Google Drive, Genially, Loom, Zoom, and Salesforce. You can also get additional integrations through API.
Pricing: From $8/user/month
Trial: 30-day free trial available
Pros
- Easy to use and navigate
- Includes a 30-day free trial
- Integrates with Zoom
Cons
- Limited customization options
- Analytics can be confusing
12. Second Nature AI - Best sales onboarding software for AI-powered onboarding
Second Nature AI is primarily a sales coaching and training software that you can use to onboard new sales reps. It provides a "virtual role play partner" that can mimic a real customer's natural conversation patterns, allowing sales reps to practice sales conversations.
Why I picked Second Nature AI: Unlike traditional programs, Second Nature AI enables managers to create AI-powered sales onboarding. For example, your employees can practice actual conversations with AI simulation instead of passively listening to lectures.
Jenny, Second Nature's AI-powered sales coach, provides helpful feedback to employees. They get access to insights, including their knowledge, tone, pace, etc. Another great feature is the role-play personas. New hires watch videos of an ideal pitch and then practice on their own. They also get helpful feedback on the spot.
Second Nature AI Standout Features and Integrations
Standout features include built-in LMS to build lessons and modules and advanced reporting with analytics for actionable insights.
Pricing: Pricing available upon request
Trial: Free demo available
Pros
- Offers personalized coaching to sales reps
- Easy to use
- Offers realistic simulations of customer interactions
Cons
- Pricing details are not transparent
- No free plan/trial available
Other Options
Here are some more great sales onboarding tools to consider:
- Sharpsell.ai - Best sales onboarding software for personalized coaching and training
- Zenarate AI Coach - Best sales onboarding software for AI-driven performance insights and guidance
- Bites - Best sales onboarding software for micro-learning and skill reinforcement
- Master-O - Best sales onboarding software for interactive scenario-based simulations
- LearnUpon LMS - Best sales onboarding software for diverse learning content delivery
- Auzmor Learn - Best sales onboarding software for adaptive, data-backed learning pathways
- Uhubs - Best sales onboarding software for expert-led virtual training sessions
- Spekit - Best sales onboarding software for real-time on-screen guidance
Selection Criteria For Sales Onboarding Software
Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best sales onboarding software for this article:
Core Functionality
These are the basic functionalities that the tools on this list offer:
- Helps companies train and onboard new sales team members
- Helps sales managers monitor the progress of new sales reps and identify areas where they need additional training
- Helps businesses centralize onboarding and training material
Key Features
Here are the core features that sales onboarding software should have:
- Content management: Organizes and stores training materials, documents, videos, and resources in a centralized repository for easy access.
- Progress tracking: Monitors the progress of each sales rep throughout their onboarding journey to ensure they are meeting milestones.
- Feedback and coaching: Allows for feedback and coaching interactions between trainers, mentors, and new hires within the platform.
Usability
Usability is an important criteria when looking for a sales onboarding tool because it determines the tool's effectiveness. You don't want a complex tool that frustrates sales reps. So while curating this list, I looked for software with an easy-to-use interface. It should have a clear and intuitive navigation structure with a well-organized menu.
It should also have a well-designed dashboard that allows users to personalize it and displays key metrics and training progress.
Software Integrations
When it comes to sales onboarding software, integrations are crucial for improving overall efficiency. In summary, the integrations that matter for sales onboarding software are CRM, communication, and document management tools. Also, prioritize native integrations whenever possible to ensure a smoother onboarding experience without requiring an extensive technical setup.
Pricing
The price range of sales onboarding software varies depending on the features and the number of users. It can range from $8/user/month to $600/month. You can expect basic content management and basic onboarding features in the lower-priced plan. Higher-priced plans can include customizable onboarding workflows, training libraries, and content management. It can also include priority support, 24/7 assistance, and dedicated support teams.
People Also Ask
If you have more questions regarding sales onboarding, then check the following frequently asked questions:
What are the benefits of sales onboarding software?
Who uses sales onboarding software?
What are the steps to a successful onboarding program?
Other Revenue Operations Software
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What’s Next
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.