Sales Training and Onboarding Software

Sales training and onboarding software helps newly hired salespeople learn the ins and outs of their organization’s sales processes and gradually ramp up their selling abilities. When a sales representative is brought on board, sales managers can provide access to sales training and onboarding software with a customized learning path based on various assessments. As the team member progresses, additional learning can be achieved through microcourses, virtual role-playing, and certifications in relevant areas of expertise. These tools are primarily used across sales departments and administered by sales managers—for continuous learning among established representatives in addition to the initiation efforts of new hires. Sales training and onboarding platforms eliminate the need for printed materials and dedicated in-person lessons, and can expedite the journey from recruitment to autonomous selling and success. These tools can also provide a dispersed sales team with centralized and easily accessible learning or coaching on complex selling scenarios or preferred messaging.

Some sales training and onboarding tools provide a repository of learning materials and video lessons, which complement the sales and marketing collateral content accessibile through sales enablement software. Sales training and onboarding software may integrate with sales coaching software, which provides detailed breakdowns and feedback on sales calls and helps reps master their pitches. Sales training and onboarding software may integrate with or share features of course authoring software for the design and administering of structured learning content or assessments. Sales managers can track the success of new hires with sales performance management software, which can also help identify pain points for continued learning. Sales training and onboarding software may offer similar performance analytics tools for tracking ROI of training efforts and the effectiveness of different training content. Sales training and onboarding software may also integrate with or offer features of sales gamification software, which can keep the sales team engaged with their progress in relation to others and reward various success milestones.

To qualify for inclusion in the Sales Training and Onboarding category, a product must:

• Offer assessment tools to determine skill gaps and optimal learning paths for new sales team hires
• Provide structured learning materials, practice modules, and progress tracking in regard to sales readiness
• Integrate with or offer features of sales performance management tools to identify problem areas for customized lessons and assessments