Enablement for office technology dealers

Every new rep productive in year one

One place for your rep playbooks, onboarding and certification, AI practice calls against realistic prospects, and a readiness index per rep plotted against revenue and GP to plan. Built for independent office technology dealers, beside the ERP you already run.

No credit card. No implementation project. Your workspace is live in 60 seconds, with the office technology pack loaded.

Rep readiness: readiness index per rep plotted against GP to plan, with coaching quadrants
What's inside

Rep onboarding and practice, in one system

Most dealers onboard reps with ride-alongs, an OEM portal, role-play when a manager has time, and a spreadsheet that says who might make it past year one. Muntri puts the four in one place, in your vocabulary, so the owners' question has a number.

01 · Playbooks

Playbooks by line of business

First-call and canvass playbooks, the lease and buyout explainer, the MPS assessment guide, the managed IT conversation starter and the service price increase talk track, in collections reps actually open.

  • Starter playbooks for print, managed print and managed IT ship with the office technology pack; replace them with yours
  • Owners and review dates, so a stale price sheet never reaches a prospect
  • Mark what is client-facing; share it and see who opened it
  • The same library the AI prospects and coaching draw from
yourteam.muntri.com/enablement
Enablement home for a dealership: assigned onboarding, playbook collections and practice calls
02 · Onboard & certify

A rep standard you can roll across branches

A 90-day new rep onboarding path, plus leasing and service agreements, managed print and managed IT certifications, ready on day one and editable in the Studio.

  • Modules with video, documents and links; graded quizzes with answers kept server-side
  • Certification evidence for your rep development plan, next to the OEM product training you already use
  • Assign paths to a cohort, a new office or an acquired book
  • Completion and quiz scores feed readiness, not a separate report
yourteam.muntri.com/enablement/learning
New rep onboarding path with modules, quiz and certification
03 · Practice

Practice calls against prospects who sound real

Reps rehearse against AI prospects who say "my guy has had it for 12 years", "just send me a quote" and "I've got one nine grand cheaper", by chat or live voice, and get scored on a rep rubric.

  • Nine prospects ship with the pack: a dental office manager at lease end, a CFO with a quote 18% cheaper, an IT director who hates printers, a school district on a cooperative contract, an unhappy client at the service price increase
  • Eight scenarios: walk-in canvass, the office manager call, voicemail, lease-end upgrade, MPS discovery, competitor displacement, managed IT upsell, the service price increase
  • Rubric: reason for the call, fleet and workflow discovery, value beyond the box, objections, says only what is true, next step
  • Manager review queue with comments; scores roll into readiness
yourteam.muntri.com/enablement/practice
Practice hub: voice calls with AI prospects, rep scenarios and pitch practice
04 · Readiness

Readiness against GP to plan

One readiness index per rep across onboarding, certification, practice calls and pitches, plotted against revenue and gross profit to plan.

  • Readiness bands (ready, on track, at risk, behind) with a 90-day window, so you see who is on track in week three
  • New business from HubSpot or Salesforce, or a CSV export of revenue and GP by rep from your dealer ERP
  • Coaching quadrants: who needs product knowledge, who needs call time, who is ready
  • Roll-ups by office and by manager; a competency radar per rep for 1:1 prep
yourteam.muntri.com/enablement/readiness
Rep readiness dashboard with readiness versus GP to plan scatter and coaching quadrants
Beside the ERP you already run

Keep your dealer ERP, your CRM and your sign-in

Muntri Enablement runs standalone. The dealer ERP stays where it is; revenue and GP by rep come in by CSV, or natively if you run HubSpot or Salesforce on top.

ERP

Your dealer ERP

Export revenue and GP by rep and import the CSV. Readiness plots against it. No ERP integration project.

CRM

HubSpot & Salesforce

If new business runs through HubSpot or Salesforce Financial Services Cloud, connect it and the readiness chart fills itself.

Sign-in

Google & Okta SSO

Reps sign in with the identity they already have. No new passwords to manage.

Messaging

Slack

Notifications where the team already is: assignments, reviews and reminders.

Content

Files, links, YouTube, Loom, Vimeo

Upload what you have or embed where it already lives. No re-recording.

Calls

Zoom, Teams, RingCentral recordings

Bring recorded calls in for coaching on real conversations and call scoring (Pro).

Build

API, webhooks, MCP

A scoped API with keys, outbound webhooks, and an MCP server so Claude or ChatGPT can search your content and read readiness.

Automate

Workflows

Enrol a rep in a path when a deal moves, assign a scenario after a lost deal, nudge on overdue learning.

For sales leaders and sales trainers

Built to answer the questions the owners ask

"Which new reps are going to make it?"

Readiness against GP to plan, per rep and per branch, on one screen. The reps who are struggling show up in week three, not month twelve.

"We just acquired three offices. Whose onboarding?"

One rep standard: your playbooks, your onboarding path, your rubric, loaded into every office the day it joins.

"Who needs coaching, on what?"

Coaching quadrants and a competency radar per rep turn a vague 1:1 into a specific plan: product knowledge, call practice or a ride-along.

"Does it replace OEM product training?"

No. OEM training stays where it is. Muntri is the practice and readiness layer around it: your sales process, your scenarios and evidence of who is ready.

"How much setup is this?"

Pick the office technology pack, paste rep emails, export revenue and GP by rep from the ERP. Most teams finish setup in an afternoon.

"What about AI costs and keys?"

AI and voice are included on every plan. Your content is never used to train models.

See it live

Walk around a demo dealership

Harborline Office Technologies is a fictional independent office technology dealer with 15 reps and a year of history: playbooks, onboarding paths, certifications, practice calls against AI prospects, pitch scores and readiness against GP to plan. Tell us who you are and you are in, as the VP of Sales, with everything unlocked including live voice practice calls.

or

Shared demo workspace, reset every night. Please don't put real customer data in it. Want the rep's view instead? Sign in at officetech-demo.muntri.com as rep@harborline.demo / OaklineDemo2026.

Pricing

Flat plans by team size. No per-seat math.

Start free, upgrade in-app when you outgrow it. Annual billing saves about 20%.

Free
$0
Try it with one cohort
  • Up to 5 reps
  • Office technology pack: playbooks, onboarding, certifications
  • AI prospects, role-play and pitch practice
  • 3 voice practice calls
  • Readiness against GP to plan
Start free
Team · most popular
$499/month
One office or one cohort
  • Up to 25 reps
  • Everything in Free
  • 300 voice practice calls a month
  • Revenue and GP import from the ERP, HubSpot and Salesforce, Slack, SSO, API
  • Workflows and automation
Start free, upgrade in-app
Pro
$1,299/month
Multi-office platforms
  • Up to 100 reps
  • Everything in Team
  • 1,000 voice practice calls a month
  • Call scoring on recorded calls
  • Priority support and onboarding help for acquired branches
Start free, upgrade in-app

More than 100 reps, or need SAML, SCIM or a security questionnaire? Talk to us.

Questions

Straight answers

Does it integrate with our dealer ERP?

By CSV and API, not a native connector. Export revenue and gross profit by rep from the ERP (every dealer can, because commissions are paid from it) and import it; readiness plots against it. HubSpot and Salesforce connect natively if you run your pipeline there.

Does it replace OEM product certification?

No, and we do not claim it. OEM product training stays with the manufacturer. Muntri certifies your own sales process: leasing and service terms, managed print, managed IT and how your reps run a call.

What is "GP to plan" in the readiness view?

Each rep's revenue and gross profit against their plan. Import it from the ERP, and the readiness chart shows readiness against GP to plan, with the correlation and coaching quadrants.

Where does our content and data live?

In a private workspace at yourdealership.muntri.com with its own database. Nothing is shared between customers, and your content is never used to train AI models.

Can reps sign in with Google or Okta?

Yes. Google sign-in works on every plan, and Okta can be configured for your workspace. SAML and SCIM are not available yet; talk to us if a platform requires them.

Will reps actually practise with an AI?

They will not practise with their manager either, which is the point. The AI prospect is available at 7 am before a call, scores on your rubric, and nobody is watching.

What happens when I hit the free plan's limits?

The workspace keeps working. You see an upgrade prompt when you add a sixth rep or run out of voice calls, and can move to Team in-app in a minute. Nothing is deleted.

Start free

Your rep onboarding workspace is 60 seconds away

Up to 5 reps free. No credit card. Your own private workspace with the office technology pack loaded: playbooks, onboarding, certifications and AI prospects.

yourcompany.muntri.com

By creating a workspace you agree to be contacted about Muntri. No spam, ever.