⚙️ Onboarding Automation

sales manager with his head on the table frustrated with the onboarding process

Problem

Is training and onboarding new sellers a messy process?

Solution

Drive training completion, check compliance boxes, and grant access automagically.

You need Onboarding Automation to:

relaxed sales manager leaning back with his hands behind his head

Integrate Seamlessly with Your Current HR & Compliance Systems

Trigger training release with your current system of record
Feed data back to your compliance and HR systems
Integrates with over 3K software platforms

Set it and forget it with powerful business rules

Release training automatically based on user actions
Drip out training over time to maximize engagement
Automate reminders and nudges to drive completion and motivate action

ConveYour custom portal on a mobile phone

Easily manage content by region, job family, and more

Simple rules and powerful groups ensure users only see their own content
Add region-specific training easily
Author and manage shared content once across groups

3 custom branded portals on mobile phones

Deliver onboarding in a branded, mobile-first portal without an app

Customize learning delivery to your brand colors and logos
Wrap content in a powerful learning portal
Send links via text message—no app download required

See it in action!👇

Our clients use ConveYour to build and launch training that onboards and engages tens of thousands of sellers each year.

Book a free consulting session on automating your onboarding today!👇👇👇

Book Consultation Now