Spotio
ConveYour integrates with Spotio to help you train, vet, and onboard your sales reps and team members. This integration ensures reps complete necessary training before being added to your Spotio resource management tool, optimizing your onboarding and training processes.
Setting Up Spotio Integration in ConveYour
Generate and copy your App Key from your Spotio account.
In ConveYour, navigate to Main Menu > Integrations > Spotio.
Enter Credentials;.
Paste your Client ID and App Key (Secret) into the fields provided.
Once connected, you can automate rep info transfers to Spotio after they have successfully completed onboarding and training in ConveYour.
Example Use Case: Vetting & Training Before Adding to Spotio
Imagine you're onboarding 30 new sales reps. They’ve signed their initial paperwork, but before adding them to Spotio, you want to ensure they:
Have completed preliminary training.
Meet qualification criteria before being added to your rep management tool.
Pre-vetting reps before committing them to your system can save costs and improve efficiency.
How ConveYour Helps
Verify Documentation: Ensure proper paperwork is signed using our DocuSign integration.
Trigger Training: Automatically release training modules only to reps with signed agreements.
Automate Spotio Enrollment: Once reps complete training, their profiles are sent to Spotio automatically.
This structured process ensures that only qualified, trained reps are added to Spotio, saving time and reducing unnecessary costs.