βš™οΈ 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 messageβ€”no app download required

See it in action!πŸ‘‡

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!πŸ‘‡πŸ‘‡πŸ‘‡

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