Sales Onboarding Tools

As you evaluate sales onboarding tools to help you accelerate new hire training, get your reps up to speed faster and minimize turnover, consider HeyBuddy. According to research by CSO Insights, proper onboarding can improve win rates by 15%.  If not well-planned, however, the process may contribute to knowledge gaps and result in poor quota attainment. HeyBuddy can help. It is a flexible, easy-to-manage, centralized platform for all of your content that works on all mobile devices. It integrates with your existing CRM to help increase utilization, streamline sales and training processes, and enable even those who are technologically challenged to succeed. First, HeyBuddy helps your sales reps deliver effortless, brand-consistent presentations internally or in the field because they have constant access to your most up-to-date, brand-consistent content. They can use the same app to reduce follow-up and admin time. It’s the perfect way to satisfy the needs of both sales and marketing. Second, the app is an excellent tool for onboarding and ongoing training for new sales reps. Simply throwing them into the deep end and hoping they figure everything out on their own rarely works and will affect your business processes and other employees.

HeyBuddy enables you to use your organization’s unique content to:

  • Create a structured and consistent learning process
  • Automate creation, assignment, reminder and delivery
  • Make predictive recommendations by prospect type, product, etc.
  • Incorporate video coaching into your onboarding programs
  • Train them on each product, its features, applications and pricing
  • Keep them engaged with new lessons that challenge and inspire them
  • Incorporate sharing tools to encourage conversation and peer-to-peer support
  • Implement continuous reinforcement with follow-on refreshers
  • Track proficiency; create an onboarding scorecard that measures key metrics
  • Track which content helps them win deals

Many of our customers also utilize HeyBuddy, which keeps all of the employee data in your HRIS system securely accessible in seconds on any mobile device. It’s an easy-to-use solution that can complement HeyBuddy by providing valuable employee data when and where it’s needed. The difference between a good onboarding program and a poor one costs your business money in wasted time and missed opportunities. Once you get a well-defined process in place, you can start to implement efficiencies each time you hire someone, and work through it systematically. Your new sales reps want to win. Reach out to the HeyBuddy team today for a free demo to see how sales onboarding tools like HeyBuddy can revolutionize the way you do business. Call us today at (484) 516-2526 or click the button below to get started.

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