Blog

Update: Contact Redesign

Starting November 2026, Contact Tabs will make a contact easier to view. The tabs include overview, events, campaigns, forms, agents, portal, notes, tasks, chat, and email.

Tracking Rep Progress Just Got Easier for Team Members!

When more than one person on your team manages the same reps, the next person needs to know what already happened.

Exquisite Communication

Amber Helgeson at Sunrun says kindness in recruiting is an imperative. People remember exquisite communication

Easily Sync Your Google Calendar Bookings with Google Sheets

If you're tired of manually adding scheduled contacts from your email to a spreadsheet, you'll want to see this.

When Thousands of Incoming Texts Are Too Much To Manage By Hand

Assign thousands of conversations at a time so your team can scale replying to busy message inboxes.

5 Reasons Your Reps Get Stuck in Onboarding

Slow onboarding delays reps from getting into the field and closing deals. Learn the five common causes and how ConveYour Forms helps speed up the process.

Deliver Better Outcomes with AI and ConveYour

Explore seven practical ways to use ConveYour’s built-in AI to create training, support learners, build forms, automate follow-up, and improve onboarding.

Lesson Cards Make Your Content EASIER to Consume

Stop overwhelming learners with walls of text. See how Lesson Cards turn complex information into simple, engaging learning experiences.

Unlock More from Your Sales and Recruiting Data with the ConveYour API 🔓

Sales and recruiting teams move fast. Your systems should keep up. See how ConveYour's API unlocks these capabilities.

Is your training team being asked to move faster with fewer resources? 🏃‍♂️💨 🥵

Learn how ConveYour helps onboarding and training teams move faster by creating multiple lessons at once using existing company content, improving onboarding consistency, rep engagement, and scalability.

What are Subflows and Why Should You Use Them? 🚇

Subflows keep complex workflows clean, organized, and easier to manage.

↩️ Update: Contact Versioning for Testing Your Processes

Contact Versioning allows users to create a reversible snapshot of a contact’s profile before making changes. By enabling it, users can safely test workflows, automations, campaigns, and status changes on real contacts, then instantly restore the contact back to its original state.

📺 Update: Set Your Videos to Autoplay!

A quick walkthrough of the autoplay functionality for your videos as you deliver them to your contacts.

Top 10 BEST AI-Powered Knowledge Bases for Field Sales Teams

Boost your sales business with the Best AI-powered knowledge bases for field sales teams. In this article we list the top tools for AI-powered search, knowledge access management, and mobile knowledge access to help you save time on supporting your field reps.

How to Unblock Your D2D Reps Using AI

Learn how Field AI by ConveYour transforms door-to-door sales training and management.We will cover how to cut reactive responses by 95%, give your reps instant access to answers, and free your managers from endless “Whack-a-Mole” questions.

Top 10 BEST Roofing CRMs to Boost Your Roofing Business

Boost your roofing business with the Best Roofing CRMs apps for 2025. In this article we list the top tools for lead management, job pipeline management, and for saving time on your roofing business and what each one is best at.

🚀 Update to Fields: A Simpler, Smarter Way to Work with Contact Info

A quick walkthrough of the latest improvements to Fields in ConveYour — making it easier than ever to view, organize, and manage your contact info.

🔍 Update: Searching the Activity Feed Made Easy!

Jason shares an exciting update to Activity Feed search — now faster, smarter, and more intuitive. Learn how the new search helps you quickly find the exact learner activity you’re looking for.

The 7 Metrics Every Direct Sales Leader Should Track

Direct sales growth isn’t just about recruiting. It's also about measuring the right funnel metrics. These are ConveYour's seven key numbers to keep an eye on in order to boost rep onboarding, retention, and field activation.

How to Turn Onboarded Reps into Top Sellers Using ConveYour

See how to avoid the “onboarding cliff” by using ConveYour’s automated training, advanced skill development, and data-driven coaching. The end result: turn new reps into consistent, long-term performance.

The AI Playbook That Cut New Rep Questions by 70%

How one direct sales company cut repetitive questions by 70% using ConveYour’s AI onboarding.

Why AI Is the Future of Direct Sales Onboarding

When it comes to onboarding new reps, it's all about information delivery. And right now, that delivery process is broken. This is how you can address and fix it!

3 Powerful Features in ConveYour That Save Managers Hours Every Week

Discover 3 overlooked ConveYour features—AI Q&A, automated reminders, and engagement dashboards—that save managers hours, streamline onboarding, and boost rep success while keeping your recruiting pipeline strong.

The Manager’s Guide to Coaching New Reps Without Burning Out

Managers in direct sales risk burnout as they juggle recruiting and coaching. This post shows how AI, structured sessions, and skill progression free time, boost rep performance, and keep pipelines and pull-through strong.

How BrightPath Doubled Recruit Retention in 90 Days

BrightPath’s leadership knew that if they didn’t fix their onboarding bottleneck, their growth goals would stay out of reach. This is their story.

The Direct Sales Onboarding Blueprint - Step-by-Step with ConveYour

Our Direct Sales Onboarding Blueprint is a proven sequence that moves reps from "just signed up" to "ready to sell", without burning out your managers in the process.

5 Ways to Free Up Sales Managers So They Can Recruit More

Direct sales thrive on recruiting, but managers get buried in admin and endless questions. Protecting their time is the key to growth and avoiding burnout.

How One Manager Onboarded 50 Reps Without Losing Sleep

When a sales manager added 50 new recruits, she worried about the overwhelming questions that always came in the first few weeks. Instead of getting stuck, she used AI to streamline the experience.

How to Use AI to Answer New Reps’ Questions Automatically

You’ve got 10 calls to make, a team meeting to prep for, a recruiting interview in 20 minutes; and your phone keeps buzzing with new rep questions. What do you ?

Why Most Potential Direct Sales Reps Never Make It to the Field

Only about 4 out of 100 recruits will actually make it into the field. This 96% drop off forces direct sales companies to rely on a wide recruitment funnel. But you can change that!

AI is Here to Help you Grow

Discover how AI is transforming recruiting, onboarding, and training by automating repetitive tasks, freeing up time for human connection, creativity, and soft-skill development.

💬 Supercharge Your Portal with AI-Powered Search

Portal AI Search helps your contacts find exactly what they need—instantly. This metered add-on surfaces relevant content when contacts ask natural-language questions in their Portal. It’s like putting a company expert in their pocket.

5 AI Tools to Supercharge Your Employee Onboarding and Training

Discover 5 powerful AI tools to streamline employee onboarding and training content creation. Learn how to use AI for writing, videos, visuals, and quizzes to boost engagement and retention. Perfect for HR, L&D, and training teams.

How to Effortlessly Navigate Your Org Chart with Contact Relationships

With Contact Relationships, you and your team can easily setup, view, and update your company org chart! You'll even access the hierarchy as an easy to read flowchart!

Easily Assess a Rep's Presentation (and Provide Feedback) with Video Uploads

With Video Uploads, you and your team can coach your reps after they record a video of themselves practicing a key part of their job.

ConveYour's Solar News Roundup - Q1 2025

2024 brought a tough reset for residential solar, but the industry's next chapter is already taking shape. From policy shifts to AI-powered innovation, here’s how the market is bouncing back and where it's headed next.

How to Get Quick In-App Help with Tooltips

With the new tooltip feature, you can now access quick assistance! Tooltip videos provide valuable information on every page. Whether you're unsure about a specific function or need a refresher, tooltips are here to help you out.

How to Stay Informed on Your Contacts Progress via SMS Notifications

Keep your team informed with SMS Notification automation. Instantly notify managers, recruiters, or HR teams via text when contacts reach key milestones, such as completing training.

Top 15 BEST Canvassing Apps to Boost Your Door-to-Door Sales

Boost your door-to-door sales with the best canvassing apps for 2025. Explore top tools for lead management, route optimization, and team tracking to drive results and compare pros and cons.

ConveYour's Solar News Roundup - Q4 2024

It's been a rollercoaster year for residential solar, with the future looking brighter than ever. Check out all of the big headlines that closed out 2024!

ConveYour's Solar News Roundup - Q3 2024

Residential solar continues its uphill battle, but there continues to be lots of reasons to be hopeful.

How to Sign Up for Cal.com and Integrate with ConveYour

This is a quick guide on how to quickly sign up for Cal.com and integrate event scheduling links into ConveYour lessons, creating a seamless experience for onboardees and learners.

Trainual vs ConveYour

Comparing Trainual and ConveYour by highlighting key differences in features, usability, and scalability to help prospects choose the best platform for their training and onboarding needs.

ConveYour's Solar News Roundup - Q2 2024

As economy-wide issues continue to create problems for solar, are we about to see an industry reset?

ConveYour's EIGHT Steps to Create Superior Stock Images With Midjourney AI

Discover the endless creative possibilities with MidJourney's AI! This article helps you master the art of AI-generated stock images for your business, with extra practical tips and best practices.

Say Goodbye to Stock Art: The Power of Using Midjourney AI in Your Training Content

Take your training content to the next level with Midjourney AI's revolutionary image generation, offering a fresh, customized alternative to stock images.

ConveYour's Solar News Roundup - Q1 2024

Residential solar, along with the economy at large, is in a transitory phase right now. There's still a very bright future ahead!

ConveYour's Solar News Roundup - Q4 2023

In the Q4 Solar Roundup, we take a look at solar's rocky final quarter, and explore the reasons why prospects are still great for the industry.

FIVE Key Takeaways From Our Conversation With Ion Solar’s Lacy Anderson

Lacy Anderson of Ion Solar, Aptive, Lumio, and more joins The Rep's Journey Podcast to talk sales operations.

ConveYour's Solar News Roundup - Q3 2023

In the Q3 Solar Roundup, we take a look at the position of solar both at home and abroad, and explore the next "big thing" in residential solar - energy storage.