Case Studies

Sandler Training

Business Profile




To provide a collaboration application which allowed consultants to stay up to date with the latest version of a document, even while on the go




Accurate online rendering of over 200 document formats such as Microsoft PowerPoint, Word, and Excel, and PDF Full-document and user audit trails allow page-level insight Improved employee and client relationships as well as productivity gains.


Sandler Training is a world leader in innovative sales and sales management training. For over 40 years, Sandler Training has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

User Profile

With over 220 offices around the world, including North America, Asia, and Europe, Sandler Training required a collaboration application to enable thousands of consultants to access, share, and collaborate on a vast library of documents, including training resources and internal communications.

The Challenge

As much of the consulting and training takes place offsite, Sandler Training needed a way to keep all their consultants up to date with the latest training resources while they were on the road. The challenge was passing this information through mobile devices and tablets while also protecting their intellectual property.

Workshare was looked at because if its ability to work on any browser-enabled device, as well as offering a deeper integration with the Workshare Mobile App, built specifically for iOS devices.

The Workshare Solution

Sandler Training deployed Workshare to develop and deliver content for its offsite training and consultancy services across North America, Asia, and Europe.

The application now enables thousands of consultants to access, share, and collaborate on the wide variety of internal and external communications and training files they require. It has also improved client interaction by providing a way to disseminate training material more efficiently while still allowing the company to maintain full control of document distribution, thereby safeguarding the company’s intellectual property from unauthorized access.

Knowledge workers are using Workshare to reduce the amount of time needed to access and share documents for client training, allowing a more streamlined, time-efficient, and personalized delivery of courses. The consultants can search, store, deliver, co-author, and manage files through the application and use activity feeds, presence indictors, and alerts to improve the development process. They also use the application to deliver a document-centric collaboration and training program to their clients, keeping the consultants and clients working from the same system.

“By assigning folder and document-level access rights in the client workspace, Sandler Training prevents unauthorized third-party downloading or distribution of confidential documents and intellectual property. The ability to track document access at page level also allows Sandler Training to determine if and when each document was opened, with whom it was shared, and on which pages clients spent the most time”, commented Luke Davies, Managing Director at Sandler Training.

The Benefits

Workshare’s unique collaboration features provided Sandler Training with the means to keep consultants all over the world up to date with the latest versions of documents, even while on the road and out of the office. Teams from all over the world are now able to effectively and securely collaborate on a single document, without the time-wasting back and forth of emails.