Tallyfy vs. Trainual

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

We have offices set around the world, and hiring new team members in certain countries makes it a bit difficult, especially now to fly out or fly in to help get them situated and fully trained. This really helps close the gaps in between the distance and training. Makes onboarding a heck of a lot easier.

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• Tracks progress for training.
• Easily determines a new hires competency in handling tasks on their own.
• Houses all of our documents and videos in one location versus several.

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

• The subject organization could use work! It's just jumbled and needs folders.
• It's very cumbersome to have to click back and forth to subjects when you are within a task. I wish there was a larger side bar that could show ALL subjects, topics, and tasks in one glance with drop-down menus.

Incentivized

During the entire sales process, the Trainual team was great to work with. After the sale, their onboard process was top notch as well and was very quick to answer any questions and actually were open to customizing the platform to meet our specific needs. They have been great this entire time.

Incentivized

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• This is our first time using anything like this!
• Previously we just wrote task items in shared Google documents. It was the best of what we could do at the time, but this is a whole different world, and we love it! Being able to integrate quizzes and photos and interactive video is excellent!

Incentivized

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized

• Saves time for the team for training
• The fact that everything is in one location is really good!
• Allows us to edit and change and adjust as the business does
• Keeps us flexible and not cemented to a way of doing things

Incentivized