Rep Onboarding

Set your team up for success with streamlined Rep Onboarding

"We saved 232,000 hrs & $5 million in the first year after switching to Optimum."

Jim Menge, President | Rovia
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Fuel New Rep Employee Excitement

Ensure a Frictionless Launch

Our rep onboarding software is designed for immediate value with pre-made modules that allow you to launch your training fast. You get instant access to essential content and workflows to cover all the basics without writing a single line of code.

From there, you can easily customize everything to match your unique policies, brand, and business requirements, ensuring a perfect fit for your enterprise.

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Seamless, Smart Interactions

An Enhanced Experience for New Reps

Guided Assistance

Clearer paths, smoother workflows

One Hub

Seamless omni channel support

Multimedia Delivery

Available in every language

Optimum Messaging

Automated omnichannel conversations to enhance relationships with customers and prospects.

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Total Control. Zero Hassle.

HR Personnel

Boost onboarding with connected tools and actionable insights

Design Your Ideal Workflow.

Flexible Process Mapping

Every business is different and so is every rep

Customize your process based on rules you define and how reps move through the experience
Reduce drop-off by identifying where reps get stuck and offering automated or manual support
Automatically assign resources and groups based on rep type, with built-in notifications

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Centralize All Channels.

Unified Rep Communication Console

Manage rep interactions through SMS, instant messaging, email, and phone

Eliminate the hassle of switching between multiple platforms
Delivers tailored, one-on-one assistance
Accelerates and improves resolution of onboarding challenges

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Measure. Optimize. Succeed.

Performance Insights Panel

Gain real-time visibility into rep progress throughout the onboarding journey.

Spot workflow slowdowns to boost completion rates
Engage applicants proactively using smart, criteria-based triggers
Leverage detailed analytics to send timely alerts to recruiters and reps

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Optimum Employee Onboarding

Enhance the onboarding experience for you and your employees

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Pricing

Affordable Plans

Start with Optimum for $250/month, including full access for one admin and one processor. Add a multi-role (full) user or additional processor for $100, Add an additional admin for $150, or single-role (basic) users for just $50 each.

Pricing Details