Hiring new sales reps is hard enough. Getting them productive in your CRM without a ton of hand-holding? That’s the real headache. If you’re responsible for onboarding reps into Fiber and want them selling (not fumbling with tech), this is for you. Whether you’re a sales manager, team lead, or the unofficial “Fiber person” on your team, here’s what actually works—and what’s just noise—when you’re bringing new folks up to speed.
Step 1: Prep Before the Rep Arrives
Let’s be honest: onboarding isn’t just about a checklist for the new hire. If you want things smooth, do some groundwork.
- Create their Fiber account ahead of time. Don’t wait until their first day.
- Set up their permissions. Decide what data and tools they’ll need now—not after the fact.
- Prep a welcome doc. Include logins, links, and a one-pager on Fiber basics.
- Line up sample data. Give them dummy leads or accounts to practice on, so they’re not breaking real stuff.
Pro tip: Most reps will poke around and experiment before reading your documentation. Make sure they can’t accidentally email your whole pipeline or delete records.
Step 2: Give a Realistic Demo (Not a Sales Pitch)
Skip the marketing fluff. New reps don’t care about “how Fiber will transform sales.” They want to know how to do their actual job.
- Walk through a typical day. Show how a deal moves from lead to close.
- Highlight the boring stuff—data entry, task reminders, follow-ups. That’s where they’ll spend most of their time.
- Point out company quirks. Every org uses Fiber a bit differently. Be upfront about your custom fields, naming conventions, and pet peeves.
What to ignore: Don’t waste time on features you don’t actually use. If your team never touches “automated AI insights,” don’t pretend it’s part of onboarding.
Step 3: Hands-On Practice, Not Just Watching
People learn best by doing—not by watching you click around for an hour.
- Assign a simple task: “Create a new lead, add a note, schedule a follow-up.”
- Watch them do it. Don’t hover, but be available for questions.
- Encourage mistakes. It’s better they mess up a fake record now than a real one next week.
If you can, sit side-by-side (or do a shared screen) and let them drive. You’ll spot where they get stuck right away.
Step 4: Teach the “Why”—Not Just the “How”
Here’s where most onboarding falls flat. People remember the purpose behind a tool, not just the steps.
- Explain your sales process in Fiber. How does entering good data help them hit quota? What happens if they skip steps?
- Show how managers use reports. If reps see that pipeline hygiene actually affects their commissions—or their boss’s mood—they’ll care more.
- Be honest about pain points. If something in Fiber is clunky, say so. “Yeah, activity logging is tedious, but if you skip it, you’ll get nagged in pipeline reviews.”
Pro tip: Connect Fiber tasks to real-world outcomes. “If you tag your notes right, you’ll get better leads next month. If you don’t, you’ll chase junk.”
Step 5: Set Expectations and Accountability
You don’t want to become the Fiber police. But you do need everyone on the same page.
- Define “done” for onboarding. Is it when they can enter a deal? Run a report? Make their first sale?
- Set deadlines. Don’t just say “get familiar with Fiber.” Make it: “By Friday, log two test leads and run your activity report.”
- Tell them where to go with questions. Slack channel? Wiki? You? Make it explicit.
What works: Short, regular check-ins over the first two weeks. Five minutes every few days beats a one-hour brain dump they’ll forget.
Step 6: Trim the Fat—Only Teach What Matters
Fiber probably does a hundred things, but your sales process uses about ten.
- Prioritize must-haves: Lead entry, pipeline updates, notes, tasks, closing deals.
- Skip edge cases. Don’t explain how to export CSVs unless they’ll actually need it.
- Make a “cheat sheet.” One page, max. “If you forget everything else, do these five things in Fiber.”
Pro tip: Record a short video walkthrough (screen share, no fancy editing) of your actual workflow. Most reps will refer to this before ever cracking open a manual.
Step 7: Show How to Fix (Not Panic About) Mistakes
Everyone will mess up Fiber entries at some point. Teach them how to recover.
- Show how to undo or edit entries. It’s rarely irreversible.
- Be clear on when to ask for help. If they nuke a deal, who do they call?
- Normalize errors. “We all fat-finger stuff. Just flag it early.”
New hires appreciate honesty over perfection. If you act like Fiber is foolproof, they’ll just hide mistakes.
Step 8: Introduce Advanced Features Only When Needed
Resist the urge to cover every bell and whistle right away. Most reps won’t need automation, integrations, or reporting filters in week one.
- Drip out advanced stuff after the basics are solid.
- Let curiosity drive learning. If someone wants to play with dashboards, great—point them to resources.
- Offer a “level up” session. After a month, do a group Q&A on tips, shortcuts, or new features.
What doesn’t work: Training everyone on everything, immediately. It’s overwhelming and, frankly, a waste of time.
Step 9: Make Feedback Loops Easy
Fiber isn’t static. Neither is your onboarding.
- Ask new reps what tripped them up. Take notes—this is gold for future hires.
- Update your cheat sheet and docs. If people keep missing a step, rewrite the guide.
- Encourage open criticism. “If Fiber sucks at something, tell me. We’ll find a workaround or escalate it.”
Pro tip: If possible, create a shared doc or Slack thread where anyone can log Fiber gripes or feature requests. This keeps a pulse on real-world usage.
Step 10: Keep It Simple, Iterate Often
Don’t get attached to your onboarding process. What works for one rep might flop with another.
- Start basic. You can always add detail later.
- Watch what actually helps. If nobody uses your fancy onboarding wiki, ditch it.
- Iterate every quarter. Even small tweaks make a big difference over time.
Quick Reference: What to Focus On (and What to Ignore)
Do: - Set up accounts and permissions early - Show, then let them do - Tie Fiber tasks to rep goals - Make fixes easy - Get feedback and adapt
Don’t: - Overload with features you don’t use - Expect perfection right away - Pretend Fiber is magic—it’s a tool, not a silver bullet
Wrapping Up
Onboarding sales reps in Fiber doesn’t have to be a slog, but it also isn’t one-size-fits-all. Focus on what helps your team actually sell. Keep things simple, stay honest about what works, and don’t be afraid to change up your process as you go. The less time everyone spends fiddling with Fiber, the more time they have to close deals—and that’s what really matters.