Case Study: Summit Direct Sales cuts new rep questions by 70% with ConveYour AI onboarding

Summit Direct Sales cuts new rep questions by 70% with ConveYour

Summit Direct Sales faced a challenge where their managers were spending excessive time answering repetitive onboarding questions from new sales recruits, which hindered their ability to focus on recruiting and coaching. To address this, they turned to ConveYour and its AI ingestion feature, Portal AI.

ConveYour's solution involved centralizing all onboarding materials into a searchable AI knowledge base. New reps were required to use this tool for instant answers to their questions before contacting a manager. This implementation by ConveYour led to a 70% reduction in repetitive questions to managers, who subsequently regained 15-20 hours per month for higher-value activities like recruiting.

Summit Direct Sales