Bringing new sales reps up to speed is always a pain. If you’re working with a tool like Evecalls, the good news is you can get people selling fast—if you focus on what matters. This guide is for sales managers and team leads who want a real-world process to onboard new reps without the usual song and dance. Skip the corporate welcome videos and endless docs. Here’s how to actually get new hires closing deals with Evecalls, step by step.
1. Give them the why (not just the how)
Before you throw new reps into the software, make sure they understand what Evecalls is actually for. Don’t just hand them a login and call it a day.
- Explain the point: Evecalls isn’t just another CRM—it’s built for automating and tracking sales calls, especially if you’re running outbound campaigns or have a call-heavy process.
- Show real outcomes: Share a couple of examples of how your team uses Evecalls to hit quota or book meetings. Keep it tangible—numbers, results, not “synergies.”
- Be honest: If there’s stuff that’s clunky or features you avoid, say so. Nothing kills trust like pretending a tool is perfect.
Pro tip: Give them a single page with your “Evecalls basics”—what it’s good at, what it’s not, and how it fits into your sales stack.
2. Set up accounts and permissions—yourself
Don’t make new reps fumble through account creation. Do it for them.
- Create logins ahead of time: Set up their Evecalls account and permissions before Day 1.
- Pre-load templates: Add the call scripts, contact lists, and campaign templates they’ll use. Don’t make people hunt for what they need.
- Integrate what matters: If you’re using Evecalls alongside a CRM or dialer, connect everything before they log in. (Half of onboarding time gets wasted on “why doesn’t this sync?”)
Skip: The generic product walkthrough videos. They’re fine for background, but not how people learn real workflows.
3. Walk through a live deal, start to finish
This is where most onboarding goes off the rails: too much theory, not enough reality.
- Open Evecalls and actually make a call: Show a full workflow—pulling up a lead, using a script, logging the outcome, following up.
- Hit the pain points: If there are steps that are confusing (merging calls into the CRM, editing scripts, etc.), don’t gloss over them. Walk through the ugly bits.
- Let them ask dumb questions: Create space for “why does it do this?”—because you know they’re thinking it.
Pro tip: Record this session so new reps can replay it. Real context beats any help doc.
4. Get them calling—on Day 1
Don’t wait a week for them to “shadow.” Reps should start calling with Evecalls right away, even if it’s just practice.
- Set up a sandbox campaign: Give them a list of test leads or old prospects. Let them practice navigating, making calls, and logging notes.
- Pair up: If you can, have a more experienced rep sit with them (virtually or in person) while they do their first few calls.
- Encourage mistakes: The fastest way to learn the quirks of Evecalls is to actually mess up and fix it. Don’t punish early errors—they’re part of the process.
Skip: Endless product training sessions. No one remembers them, and nothing replaces real reps on the phone.
5. Watch the metrics that matter
It’s tempting to obsess over activity dashboards, but not all Evecalls numbers are useful.
- Track call connects and outcomes, not just dials: Dials are easy to inflate. Focus on meaningful actions—how many real conversations, how many follow-ups scheduled.
- Review call recordings (with permission): Use these for coaching, not surveillance. Listen together, point out what works, and move on.
- Ignore vanity stats: Time spent in the app, number of logins, or “engagement scores” are mostly noise.
Pro tip: Have a checklist: If a new rep can do X calls, log outcomes, and schedule follow-ups in Evecalls—all without hand-holding—they’re ready.
6. Build a cheat sheet for the real world
Don’t rely on Evecalls’ official docs. Make your own “how we actually use it” guide.
- One-pager: Summarize the 5-10 steps they’ll do every day (log in, pick leads, call, update status, schedule next step).
- FAQs: Add common gotchas, like “How do I fix a call that didn’t log?” or “What if the script isn’t loading?”
- Internal contacts: List who to ping for Evecalls help. No one wants to open a support ticket.
Skip: Detailed process diagrams or hour-long Loom videos. Most people won’t read or watch them.
7. Set up regular, short feedback loops
No tool is perfect out of the box. Evecalls will have hiccups. The key is to spot issues before they become habits.
- Daily check-ins for the first week: Ask what’s confusing, what’s broken, what just feels off.
- Iterate: If you notice everyone gets stuck on the same thing (e.g., syncing contacts), fix your process or update your cheat sheet.
- Don’t wait for quarterly reviews: New reps will struggle most in the first month, so be hands-on early.
Pro tip: Encourage honest feedback. If something in Evecalls is a pain, you want to know before it tanks their ramp-up.
8. Ignore the fluff—focus on selling
There’s always pressure to tick boxes during onboarding. Resist it. The goal is to get reps using Evecalls to do real sales work, fast.
- Skip: Gamification, badges, or “onboarding completion” certificates. They don’t close deals.
- Prioritize: Anything that gets a new rep from login to qualified meeting booked, as quickly as possible.
Wrapping up: Keep it simple, adjust as you go
The best Evecalls onboarding isn’t a fancy program—it’s a basic, repeatable checklist that gets people using the tool to do the job. Don’t overthink it. Get new reps making real calls, give them the support to fix mistakes fast, and tweak your process every time you spot friction. Less onboarding theater, more selling. That’s how you ramp up sales reps—fast.