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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.

Best Sales Onboarding Software Summary

This comparison chart summarizes pricing details for my top sales onboarding software selections to help you find the best one for your budget and business needs.

Best Sales Onboarding Software Reviews

Below are my detailed summaries of the best sales onboarding software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.

Best for efficient employee onboarding

  • 14-day free trial
  • Pricing upon request
Visit Website
Rating: 4.5/5

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

Best for customizable sales automation

  • 14-day free trial
  • From $12/user/month (billed annually, min. 3 seats)
Visit Website
Rating: 4.6/5

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

New Product Updates from monday CRM

monday CRM's AI-Powered Lead Scoring Boosts Sales Efficiency
Score and manage leads with monday CRM.
October 12 2025
monday CRM's AI-Powered Lead Scoring Boosts Sales Efficiency

monday CRM introduces AI-Powered Lead Scoring to prioritize high-value prospects through data-driven insights. For more information, visit monday CRM's official site.

Best for corporate eLearning automation

  • 30-day free trial
  • From $3.58/user/month (billed annually)
Visit Website
Rating: 4.6/5

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

Best for an intuitive learner experience

  • Free trial + free demo
  • Pricing upon request
Visit Website
Rating: 4.6/5

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

New Product Updates from Absorb LMS

Absorb LMS Introduces Multiple Course Catalogs for Targeted eCommerce Marketing
Absorb LMS eCommerce dashboard showing separate course catalogs for targeted marketing.
June 1 2025
Absorb LMS Introduces Multiple Course Catalogs for Targeted eCommerce Marketing

Absorb LMS now supports separate course catalogs for eCommerce, enabling multiple public dashboards and targeted course marketing. For more information, visit the Absorb Help Center.

Best for integrated marketing and sales tools

  • Free plan available
  • From $15/user/month (billed annually)
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Rating: 4.4/5

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

Best sales onboarding software for SOP documentation

  • 7-day free trial
  • From $10/user/month
Visit Website
Rating: 4.7/5

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

Best sales onboarding software for reinforced training

  • Free demo available
  • From $20/user/month
Visit Website
Rating: 4.7/5

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

Best for creating onboarding guides with AI

  • Free plan available
  • From $16/user/month
Visit Website
Rating: 4.9/5

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

Best sales onboarding software for reinforcement

  • Free demo available
  • Custom pricing upon request
Visit Website
Rating: 4.9/5

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

Best sales onboarding software for ease of use

  • Free demo available
  • Pricing available upon request
Visit Website
Rating: 4.7/5

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.

Pros and cons

Pros:

  • Great authoring tools
  • Offers customized reporting
  • Easy-to-use interface

Cons:

  • No free plan/trial available
  • Pricing details are not transparent

Other Sales Onboarding Software

Here are some additional sales onboarding software options that didn’t make it onto my shortlist, but are still worth checking out:

  1. 360Learning

    Sales onboarding software for reinforcement

  2. SalesHood

    Sales onboarding software for role-based learning

  3. Lessonly by Seismic

    Sales onboarding software for enterprises

  4. Allego

    Sales onboarding software for remote teams

  5. Workramp

    Sales onboarding software for assessments

  6. Gradual

    Sales onboarding software for small teams

  7. Wonderway

    Sales onboarding software for improving ramp-time

  8. Second Nature AI

    Sales onboarding software for AI-powered onboarding

  9. CRM Creatio

    For no-code customization

  10. Spekit

    Sales onboarding software for real-time on-screen guidance

  11. Auzmor Learn

    Sales onboarding software for adaptive, data-backed learning pathways

  12. sharpsell.ai

    Sales onboarding software for personalized coaching and training

  13. LearnUpon LMS

    Sales onboarding software for diverse learning content delivery

  14. Zenarate AI Coach

    Sales onboarding software for AI-driven performance insights and guidance

  15. Uhubs

    Sales onboarding software for expert-led virtual training sessions

Sales Onboarding Software Selection Criteria

When selecting the best sales onboarding software to include in this list, I considered common buyer needs and pain points like ease of integration with existing systems and user-friendly interfaces. I also used the following framework to keep my evaluation structured and fair:

Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:

  • Provide training modules
  • Track learner progress
  • Integrate with CRM systems
  • Offer reporting and analytics
  • Support multiple user roles

Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:

  • AI-driven personalized learning paths
  • Gamification elements
  • Interactive quizzes
  • Multilingual support
  • Mobile app access

Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:

  • Intuitive navigation
  • Clean interface design
  • Customizable dashboards
  • Minimal learning curve
  • Responsive design

Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:

  • Availability of training videos
  • Interactive product tours
  • Pre-built templates
  • Access to webinars
  • Chatbot assistance

Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:

  • 24/7 support availability
  • Live chat options
  • Comprehensive help center
  • Dedicated account managers
  • Community forums

Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:

  • Competitive pricing
  • Transparent pricing tiers
  • Free trial availability
  • Discounts for annual plans
  • Feature-to-price ratio

Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:

  • Overall satisfaction ratings
  • Feedback on ease of use
  • Comments on customer support
  • Testimonials on feature effectiveness
  • Reports on software reliability

How to Choose Sales Onboarding Software

It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:

FactorWhat to Consider
ScalabilityWill the software grow with your team? Consider if it can handle more users or features as your sales force expands.
IntegrationsDoes it work well with your existing CRM and other tools? Check compatibility to avoid disruptions in your workflows.
CustomizabilityCan you tailor it to fit your processes? Look for options that allow customization without needing deep technical knowledge.
Ease of useHow intuitive is the interface? A user-friendly design reduces training time and boosts adoption rates among new team members.
Implementation and onboardingHow long does it take to get up and running? Consider the time and resources your team will need for a smooth transition.
CostAre pricing plans clear and within your budget? Watch out for hidden fees or costs that could add up over time.
Security safeguardsDoes it protect your data? Ensure it complies with industry standards and offers robust security features to keep your information safe.
Support availabilityWhat support does the vendor offer? Consider availability and response times, especially if you have a global or 24/7 operation.

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 tool that helps you train, guide, and ramp up new sales reps faster. Sales managers, trainers, and HR teams use it to organize training, track progress, and make sure new hires pick up core skills right away. You get interactive lessons and built-in tests that replace confusing paperwork or scattered coaching, so new reps know what to do from day one.

Features

When selecting sales onboarding software, keep an eye out for the following key features:

  • Training modules: Provide structured content to educate new sales reps on products, processes, and company policies.
  • Progress tracking: Monitor the learning journey of new hires and identify areas where they may need additional support.
  • CRM integration: Connect seamlessly with existing customer relationship management systems to ensure data consistency and workflow efficiency.
  • Customizability: Allow users to tailor the platform to fit specific business needs and training processes without requiring technical expertise.
  • Analytics and reporting: Offer insights into onboarding effectiveness and areas for improvement through detailed reports and data analysis.
  • Mobile access: Enable learners to access training materials on-the-go, supporting flexible learning environments.
  • Gamification: Engage users with interactive elements like quizzes and leaderboards to motivate and enhance learning experiences.
  • Interactive product tours: Provide guided walkthroughs of features and tools to help new users quickly become familiar with the platform.
  • Security safeguards: Ensure data protection and compliance with industry standards to maintain user trust and safety.
  • Multilingual support: Cater to diverse teams by offering content in multiple languages, enhancing accessibility and inclusivity.

Benefits

Implementing sales onboarding software provides several benefits for your team and your business. Here are a few you can look forward to:

  • Faster ramp-up time: Reduce the time it takes for new hires to become productive with structured training modules and interactive product tours.
  • Consistent training: Ensure all new sales reps receive the same high-quality training with standardized content and progress tracking.
  • Improved retention: Keep new hires engaged and motivated through gamification and personalized learning paths, reducing turnover rates.
  • Data-driven insights: Use analytics and reporting to assess training effectiveness and make informed decisions about improvements.
  • Increased flexibility: Support diverse learning preferences with mobile access and multilingual support, allowing training anywhere, anytime.
  • Enhanced collaboration: Facilitate better team integration and communication through CRM integration and shared learning resources.

Costs & Pricing

Selecting sales onboarding software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in sales onboarding software solutions:

Plan Comparison Table for Sales Onboarding Software

Plan TypeAverage PriceCommon Features
Free Plan$0Basic training modules, limited user access, and standard reporting.
Personal Plan$5-$25/user/monthCustomizable content, progress tracking, and email support.
Business Plan$30-$60/user/monthCRM integration, advanced analytics, and gamification features.
Enterprise Plan$70-$100/user/monthDedicated account manager, multilingual support, and full customization options.

Sales Onboarding Software FAQs

Here are some answers to common questions about sales onboarding software:

How long does it take to implement sales onboarding software?

The time it takes to implement sales onboarding software varies. It can range from a few days to several weeks, depending on the complexity of your existing systems and the software’s features. To speed up the process, prepare by gathering all necessary documentation and training materials in advance. Ensure your team is ready to engage with the new system and allocate time for any necessary training sessions. Partnering with a vendor that offers strong support can also help facilitate a smooth transition.

Can sales onboarding software integrate with other tools?

Yes, most sales onboarding software can integrate with other tools like CRM systems, email platforms, and analytics software. Integration ensures that your data flows seamlessly between systems, reducing manual entry and errors. Before purchasing, check if the software supports the specific tools your team already uses. This will help maintain your existing workflows and increase the software’s value. Look for platforms that offer APIs or pre-built integrations to simplify the process.

Is sales onboarding software suitable for remote teams?

Yes, sales onboarding software is well-suited for remote teams. It provides online training modules and resources that team members can access from anywhere, fostering consistency and engagement across different locations. To maximize effectiveness, choose software with mobile access and interactive features. These elements keep remote employees engaged and help them learn at their own pace. Ensure the software also includes communication tools to facilitate collaboration and feedback.

How do I measure the success of sales onboarding software?

Measure success by tracking metrics like time-to-productivity, completion rates of training modules, and sales performance improvements. Collect feedback from new hires to understand their experience and identify areas for improvement. Use analytics and reporting features within the software to gain insights into how well the onboarding process is working. Regularly review these metrics to adjust your approach and ensure the software continues to meet your team’s needs.

What’s Next:

If you're in the process of researching sales onboarding software, connect with a SoftwareSelect advisor for free recommendations.

You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.

Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.