Onboarding & Training

Transform sales professionals' product, process, and customer knowledge into measurable competencies.

A new sales employee simply watching company presentations doesn't mean they're ready to manage complex wholesale processes. Product knowledge, customer segments, pricing, contracts, credit, orders, and ethical sales practices should be taught in a role-based manner.

Minerva Onboarding & Training supports the creation of learning plans tailored to the employee's role and region; and links training, exams, certifications, and field applications to sales performance.

Role-based learning structure

  • Company, brand, product and industry training
  • Sales methodology and opportunity management
  • Proposal, pricing, discount, and approval processes.
  • Contract, credit, order and delivery information
  • ERP, CRM, mobile application and reporting usage.
  • Data security, personal data, and ethical sales rules.
  • Product and process certifications
  • Field practice and coaching with a supervisor.
  • Competency assessment and development plan

Support learning within the workflow.

AI assistants, relying on contextual help, checklists, guided sales, and reliable corporate knowledge, can make it easier for employees to learn on the job. In critical pricing, contract, or credit decisions, training content should not replace corporate approval and business rules.

Manage training not as an activity completed upon onboarding, but as an ongoing corporate competency system that continues as products, markets, and processes evolve.

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