11 Best Sales Onboarding and Training Software 2024

Modern sales pitches are about pushing a product and delivering real value to customers by solving their challenges. To do that successfully, you need a well-equipped and knowledgeable team that understands customer pain points and nudges them gently. 

But training a sales team is not an easy job. Sales trainers can struggle with passing on knowledge to every salesperson who joins the company.

That’s where sales onboarding tools come in—ensuring your new hires are ready to hit the ground running with hands-on training and smooth onboarding.

In this blog, the ClickUp team and I have highlighted 11 different sales onboarding and training software. We will explore the features, limitations, and pricing of the best sales onboarding tools available today so you can make the optimal choice for your team.

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What Should You Look for in Sales Onboarding Platforms?

Here are key features of the best sales onboarding platform that you should watch out for:

• Easy to use: The platform should feel simple, like your favorite app. Sales managers should be able to upload training materials quickly, and new hires shouldn’t feel lost trying to navigate it. The sales onboarding program should be smooth and precise, not complicated
• Customization: Not everyone learns the same way, so a good platform should offer personalized learning paths. Whether you’re onboarding someone with extensive experience or someone brand new to sales, the training should fit their needs
• Automation: A good platform should handle repetitive tasks like sending reminders or tracking progress. This way, your team can focus on learning product knowledge and building sales skills instead of worrying about minor tasks
• Sales Analytics: It would also be great if the platform tracked sales performance to help you see how well the training works
• Collaboration features: If your sales team is spread out or working remotely, you need a platform that helps foster cohesive team management. Look for features like real-time collaboration and easy sharing of resources to make onboarding a team effort

Now that you know what to look for, let’s check out the best sales onboarding software that covers all these bases!

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The 11 Best Sales Onboarding Platforms

1. ClickUp (Best for sales task management and collaboration)

In my experience, ClickUp has been an absolute lifesaver for organizing projects and helping streamline sales project funnels. I’ve been using ClickUp for a few years now,  and it makes managing tasks 10x easier, which in turn helps convert deals faster. 

For instance, imagine you’re managing a sales team managing multiple clients at different stages of the pipeline. With ClickUp, you can assign tasks to each rep, track the status of each deal, and prioritize leads in one place.

Add to that ClickUp’s range of customizable sales templates, and you’ll be able to carry out everything from lead generation to closing deals with a few clicks. Let’s explore them together. 

ClickUp Sales Onboarding Template 

Download This Template

Here’s how the ClickUp Sales Onboarding Template can be a game-changer for your sales reps. With a clear plan and checklists for key tasks like setting goals and scheduling demos, nothing gets overlooked. 

Plus, the automated workflows keep everything moving without constant supervision. Whether managing sales onboarding programs or planning sales training, ClickUp makes it seamless.

ClickUp best features

• Task management: Easily create, assign, and track sales tasks for your team, keeping everyone on the same page and accountable
• Easy collaboration: Collaborate with your team in real-time, share files, and communicate through comments and mentions
• Custom views: Accelerate client growth and customer satisfaction with ClickUp’s intuitive CRM. View tasks in various formats, such as List, Gantt, Workload, and Calendar, to suit your team’s preferences
• Automation: Set up automated workflows to streamline repetitive tasks, such as assigning tasks or sending notifications
• Integrations: Integrate ClickUp with your favorite sales tools, such as Salesforce, HubSpot, Zapier, and many others

ClickUp limitations

• Some users may find ClickUp’s extensive feature set overwhelming, especially during the initial setup

ClickUp pricing

• Free Forever
• Unlimited: $7/month per user
• Business: $12/month per user
• Enterprise: Custom pricing
• ClickUp Brain: Add to any paid plan for $7 per user per month

ClickUp ratings and reviews

• G2: 4.7/5 (9,000+ reviews)
• Capterra: 4.6/5 (4,000+ reviews)

2. Mindtickle (Best for in-depth sales training and performance coaching)

Mindtickle is a sales onboarding platform explicitly designed to help sales teams ramp up quickly and efficiently. What I appreciate about the platform is how it offers customizable learning paths and training programs. 

Plus, the compliance training keeps everyone on track. Its sales enablement features are effective too. They make it super easy to track progress, help the team sharpen their skills, and keep keen eyes on those revenue targets. 

Mindtickle’s best features 

• Sales enablement and training: Comprehensive tools to deliver and manage training programs, ensuring new sales reps have the product knowledge and skills needed for success
• Sales coaching: Real-time coaching tools help sales managers guide their teams with continuous feedback, which in turn drives better sales performance
• Conversation intelligence: Mindtickle analyzes sales conversations, offering insights that sales managers can use to improve communication and close deals faster
• Analytics and dashboards: Detailed insights and customizable dashboards help track sales readiness, performance, and overall training effectiveness
• Sales readiness index: A unique feature that helps sales leaders measure and track the preparedness of their sales team, ensuring everyone is ready to engage with customers confidently

Mindtickle limitations

• Real-time analytics: Users must leave their workflow to access real-time analytics, which can disrupt productivity
• Interface: Some users find the interface cluttered, outdated, and not intuitive
• Learning curve: Mindtickle’s features can be overcomplicated, leading to a steep learning curve

Mindtickle pricing 

• Custom Pricing

Mindtickle ratings and reviews 

• G2: 4.7/5 (2,190+ reviews)
• Capterra: 4.8/5 (120+ reviews)

3. Allego (Best for sales content management and interactive coaching) 

Looking to elevate sales content management? I’ve found Allego to be helpful in that regard. What I appreciate most is its ability to deliver relevant content right when needed.

Gone are the days of scrambling for training materials or remembering product details—this information is easily accessible within Allego. Plus, with its interactive coaching features, the platform keeps your team engaged and actively learning. It’s user-friendly and designed to make a real impact on sales performance. 

Allego’s best features 

• Equip sellers with content: Give your team easy access to the knowledge they need right when they need it
• Train and coach sellers: Help your team become top performers with learning that happens seamlessly throughout their day
• Connect sellers and buyers: Make your team stand out by offering customized, convenient experiences that buyers will remember
• Enable enterprise learning: Provide the entire workforce with the tools, knowledge, and content they need to succeed
• Conversation intelligence and call analytics: Use AI to enhance sales conversations with real-time insights and automated coaching

Allego limitations

• Complex setup: Time-consuming and challenging for admins, especially with larger teams
• Cluttered interface: Navigation can feel overwhelming and challenging to manage.
• Mobile limitations: The mobile app lacks complete optimization for easy use on the go

Allego pricing

• Custom Pricing

Allego ratings and reviews 

• G2: 4.7/5 (500+ reviews)
• Capterra: Not enough reviews

4. Brainshark (Best for sales readiness and training content creation)

Brainshark is built to help teams stay sharp with engaging training programs and detailed readiness scorecards. This solution helps your sales reps improve their product knowledge and sales pitches—specifically what they need to improve their performance.

One of the things that caught my eye was how easy it is to create and deliver on-demand training. Sales managers can map out structured learning paths that walk new reps through the most important courses. The standout feature? Brainshark’s built-in coaching and machine analysis tools help ensure that sales reps aren’t just skimming through content—they’re mastering it. 

Brainshark’s best features 

• Readiness scorecards: Visualize how prepared your sales team is by tracking progress and performance through detailed scorecards
• Content authoring: Create your own engaging, voice-enriched presentations with interactive quizzes, polls, and more
• Training and onboarding: Provide on-demand learning paths and courses that fit around your team’s schedule
• Coaching and practice: Validate that your team has mastered key messages with video assessments, peer reviews, and role-play exercises
• Machine analysis and scoring: Automatically score and assess video presentations, offering real-time feedback to your sales reps

Brainshark pricing 

• Custom pricing

Brainshark ratings and reviews 

• G2: 4.4/5 (570+ reviews)
• Capterra: 4.0/5 (20+ reviews)

5. WorkRamp (Best for employee and customer training flexibility)

I’ve found WorkRamp to be flexible, especially when it comes to supporting employee learning and customer education. Onboarding new hires? Trying to upskill your current team? WorkRamp’s Learning Cloud offers the setup to make it happen.

The platform easily adapts to your requirements. For instance, you can build customized training programs, track sales performance, and seamlessly integrate it with other tools you’re already using. Plus, WorkRamp’s AI assist and customizable learning paths help keep the focus on developing the right skills without overwhelming your team.

WorkRamp’s best features 

• Revenue enablement: Equip your sales team with tailored training modules that focus on improving sales readiness
• AI Assist and skills certifications: Automate content creation and certify your reps in sales and demo pitches for increased productivity
• Employee learning cloud: Build a culture of continuous learning and development with tools designed to upskill your team quickly
• Content creation and security: Easily create and manage engaging content while maintaining security with advanced data protection
• Advanced reporting: Track the progress of your training programs and demonstrate ROI with customized dashboards and detailed analytics

WorkRamp pricing

• Custom pricing 

WorkRamp limitations

• Limited customization options: Certain features like learning path customizations are limited, requiring manual work for updates
• Scaling reporting: As teams grow, generating comprehensive reports can become challenging without additional customization
• SCORM and xAPI limitations: SCORM courses can be inconsistent, and the platform currently lacks xAPI support, limiting advanced content tracking

WorkRamp ratings and reviews 

• G2: 4.4/5 (550+ reviews)
• Capterra: 4.6/5 (40+ reviews)

6. Continu (Best for seamless sales training and real-time progress tracking)

Continu is also an LMS (learning management system) solution, but one that makes sales training much easier. It’s designed to help your sales team get up to speed quickly and close deals faster. 

With Continu, building sales training programs is simple. You can easily create custom courses, store all your training materials in one place, and monitor your reps’ performance in real-time. It’s like having a personal assistant to manage your training minus the hassle. 

Continu’s best features

• Learning workflows: Continu lets you automate your sales training so that your sales reps get the right lessons at the right time without you having to overlook each stage
• Personalized learning: Not everyone learns the same way, and Continu knows that. You can create learning paths that are tailored to each sales rep, team, or department
• Real-time tracking: Want to know how your team’s doing? Continu gives you real-time data on their progress, so you always know who’s ready to sell and who might need a bit more help
• Automated learning journey: Continu helps your team go through a structured learning journey that’s automated—this keeps them on track without much manual intervention
• Integrations: Whether your team uses Salesforce, Zoom, or Google Calendar, Continu integrates with all the popular tools seamlessly

Continu limitations

• Navigation issues: Some users say that getting around the platform can be a bit tricky when there’s a lot of content
• Interface: Some users think it could use a design refresh to make it look more modern
• Customer support: Most support is through email, and users wish there were faster options like live chat

Continu pricing

• Custom pricing 

Continu ratings and reviews 

• G2: 4.7/5 (430+ reviews)
• Capterra: Not enough reviews

7. 360Learning (Best for collaborative learning and peer-driven training)

I hopped onto 360Learning for a week to test its potential. From sales enablement to onboarding, 360Learning equips sales reps with the tools they need to manage their sales pipelines.

With 360 learning, you get to create engaging training programs. They feel more interactive and team-driven—no generic top-down lectures. Instead, your reps can learn from each other. With real-time feedback, sales leaders can provide coaching exactly when needed. 

360Learning’s best features

• Hands-on coaching: Scale internal coaching with video recordings, 1:1 feedback, and peer collaboration, making sales training a continuous, interactive process
• Gamification: Keep sales reps motivated with gamified learning experiences, including achievements and healthy competition
• Integrations: With Salesforce integration, sales reps can access training content directly from their CRM, keeping learning embedded in their workflow

360Learning limitations

• Customization: Some users feel that the platform could offer more customization options, particularly for large-scale training initiatives
• Customer support: While generally responsive, some users found that reaching customer support could be improved
• Search Functionality: Several users noted that the search functionality could be better

360Learning pricing

• Team plan: $8 per user/month (up to 100 users)
• Business plan: Custom

360Learning ratings and reviews

• G2: 4.6/5 (380+ reviews)
• Capterra: 4.6/5 (390+ reviews)

8. TalentLMS (Best for easy-to-use sales training and gamified learning)

TalentLMS is designed to make sales training easy and efficient. For example, if you’re onboarding a new batch of sales reps, TalentLMS lets you quickly set up personalized training modules that incorporate everything from product knowledge to sales techniques. 

The gamification elements—like badges and leaderboards—add a fun, competitive edge, encouraging your reps to stay engaged and push themselves to improve. With real-time progress tracking, you can quickly identify top performers and those needing additional coaching.

TalentLMS’s best features

• On-demand learning: Give your team the freedom to learn whenever it suits them best. Whether on a break or between client calls, they can access sales courses, quizzes, and videos on their schedule
• Gamification: Add fun to the learning process with points, badges, and leaderboards. This keeps your team motivated to engage with the material and improve their skills
• Detailed reporting and analytics: Keep track of how your team is progressing with real-time reports that highlight what’s working and where improvements are needed

TalentLMS limitations

• Customization features: Some users feel it could benefit from more flexibility in mass actions and certificate assignments
• User experience: The interface can feel a bit dated and could benefit from some modernization
• Support availability: Users on lower-tier plans may feel the need for more direct communication options like live chat or phone support
• Limited quiz options: The quiz features could offer more variety and flexibility for creating engaging and diverse question types

TalentLMS pricing

• Core plan: $69/month
• Grow plan: $109/month
• Pro plan: $139/month
• Enterprise plan: Custom pricing

TalentLMS ratings and reviews

• G2: 4.6/5 (720+ reviews)
• Capterra: 4.7/5 (530+ reviews)

9. iSpring Learn (Best for quick onboarding and sales upskilling)

If you’re looking for a platform that delivers swift, practical training while keeping your team engaged, iSpring Learn is a good choice. It is an effective software for employee onboarding, skill development, and certification without unnecessary complications. 

You can build a training program from scratch or expand an existing one, and iSpring Learn adapts perfectly. What sets the platform apart is its straightforward use, especially for admins managing multiple responsibilities. Plus, the automated reminders and live performance tracking make it easy to monitor your team’s progress.

iSpring Learn’s best features

• Content management: Upload and organize various content types into structured learning paths easily
• Learning tracks: Combine courses and assessments into flexible, step-by-step learning paths
• SCORM compliance: Fully supports SCORM 1.2 and 2004 for seamless compatibility with external content
• Real-time reporting: Access detailed performance metrics to track progress and areas for improvement
• Gamification: Motivate teams with points, badges, and leaderboards for friendly competition

iSpring Learn limitations

• Limited customization: Branding is available, but deeper layout customization isn’t possible
• Translation tools: No built-in translation tools; third-party integrations are needed for multilingual content
• SSO limitations: SSO functionality may be restrictive when managing multiple organizations
• Role-play features: Role-playing simulations require iSpring Suite Max, which could increase costs

iSpring Learn pricing

• Start plan: $3 per user/month, billed annually
• Business plan: $4 per user/month, billed annually
• Custom plan: For enterprises or those needing on-premise installation

iSpring Learn ratings and reviews

• G2: 4.6/5 (90+ reviews)
• Capterra: 4.6/5 (140+ reviews)

10. SmartWinnr (Ideal for Driving Sales Performance and Engagement)

SmartWinnr offers a modern approach to sales performance, blending real-time contests, incentive tracking, and video coaching on one platform.

With SmartWinnr, you can gamify the entire sales process. Whether you’re tracking contests, coaching on the go, or managing incentive plans, SmartWinnr turns sales into a competitive and engaging experience.

SmartWinnr’s best features for sales teams

• Sales contests: Boost competition with long-term contests, on-the-spot challenges, or regional tournaments. Reps can check rankings on the go, keeping motivation high
• Sales incentives: Simplify complex compensation plans with SmartWinnr’s formula builder. Manage payout structures, automate reconciliations, and handle exceptions effortlessly
• Video coaching: Reps can record pitches, get instant feedback, and improve their performance. It’s an easy way to sharpen skills and build confidence
• AI role plays: Real-time, AI-driven role plays help reps practice sales scenarios in a realistic environment, honing their skills
• SmartFeeds: Deliver key product knowledge and market insights in bite-sized microlearning chunks, keeping your team informed and ready

SmartWinnr’s limitations

• Rigid customization limits: While packed with features, SmartWinnr may feel a bit tough in terms of customization, especially when it comes to admin dashboards and reports
• Complex initial setup: Admins might find the learning curve steep at first, particularly when configuring user groups or setting up detailed coaching plans

SmartWinnr pricing

• Custom pricing 

SmartWinnr ratings and reviews

• G2: 4.9/5 (200+ reviews)
• Capterra: Not enough reviews

11. Trainual (Best for streamlining employee training and centralizing knowledge)

Forget about endless PDFs, emails, or outdated spreadsheets. Trainual organizes all your company’s procedures, tasks, and information into a single platform. 

No more second-guessing who knows what or whether your team has completed their required training. Trainual is the solution for small businesses and expanding enterprises alike.

Trainual’s best features

• AI-powered documentation: Quickly create new training materials or upload existing docs, PDFs, and videos. Organize everything by department, role, or location for easy access
• Automated onboarding: Assign training by role and track progress effortlessly. Trainual ensures new hires have what they need from day one
• Interactive learning paths: Create engaging training with videos, quizzes, and custom paths. Track completion rates to keep everyone on track
• Centralized knowledge base: Store all your company’s policies, processes, and FAQs in one spot. AI-powered search also provides instant answers

Trainual’s limitations

• Limited customization: Some users find document formatting and font options a bit restrictive
• Learning curve for large teams: Structuring content for bigger teams may take time, but customer support is highly responsive to help

Trainual Pricing

• Small plan: $249/month (up to 25 employees)
• Medium plan: $279/month (up to 50 employees)
• Growth plan: $419/month (up to 100 employees)
• Custom pricing: Available for organizations with 101+ employees

Trainual ratings and reviews

• G2: 4.7/5 (700+ reviews)
• Capterra: 4.8/5 (450+ reviews)

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Onboard ClickUp for Your Sales Training

The verdict is clear: the best sales onboarding experience comes from tools that focus more on value creation and collaboration. While I have reviewed 11 such tools, each has its strengths and is more suited to the requirements of individual sales teams. 

There’s no ‘one size fits all’ sales training software.

But ClickUp makes for the dream tool, with everything built under one roof- from sales onboarding to project management. ClickUp’s powerful task management features, collaboration tools, automation, and AI-powered insights help users easily manage their sales pipelines.

Whether assigning tasks, tracking deals, or gathering real-time insights through AI-powered features, ClickUp gives you the flexibility and power to elevate your sales onboarding process.

Ready to sell more? Sign up on ClickUp today!

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