Mindtickle Streamlines Onboarding to Support Nextep’s Growth


Industry: Human resourcesCompany Size: 1-500Use Case: Sales Readiness

Carolyn Montgomery

Director of Sales

Quickly transitioning to a virtual event wouldn't have been possible without Mindtickle! Assigning learning content at scale and driving interaction was key to the success of our event.

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About Nextep

  • Nextep is an industry-leading IRS-certified Professional Employer Organization (PEO), dedicated to helping small and medium-sized businesses nationwide with our human resources, benefits, risk & compliance, and payroll services and expertise.
  • Nextep elevates the employment experience for businesses by delivering cutting-edge technology, unbeatable expert support, and HR where you are.
  • They help in Elevating the employment experience, to provide exceptional service through a commitment to integrity, technology, and people

The challenge

  • Plans for rapid expansion meant an overhaul of the company’s new hire training and onboarding program was imperative.
  • But with goals to expand into two new markets every year and hiring key to growth, face-to-face training at that pace and volume was untenable.
  • At the same time, Nextep needed high-quality, effective training with consistent messaging across regions.
  • Nextep wanted to take its onboarding and training program to the next level so it could more quickly meet sales goals as well as visibility into learners’ progress

The solution

  • The Mindtickle Sales Readiness platform helps Nextep’s sellers achieve their potential so they’re ready to generate revenue in every customer interaction.
  • Mindtickle’s comprehensive enablement suite delivers outcome-focused training so new hires are ready to perform quickly.
  • They’re trained the way they learn through gamification, role plays, and microlearning.
  • Success is measured, analyzed, and reported so managers can identify gaps in learning and take action to improve outcomes.

The impact

  • 85+% adoption rate of Mindtickle
  • Greater consistency in messaging and higher quality new-hire training
  • Ramp time for new hires decreased from eight weeks to four
  • Record sales in 2020 with new hires, despite pandemic lockdown

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