The digital adoption platform for Salesforce

Make Salesforce easier to use with a suite of tools designed to help you identify friction points in workflows, educate users, and communicate critical information.

• Monitor usage with detailed user analytics
• Embed help and support content at the users point of need
• Send alerts and post notification banners
• Measure engagement with your help content and alerts

Get the most out of every minute spent on Salesforce

Provide help content at the users point of need

Embed help and support content in Salesforce at the user’s point of need. Content can take multiple formats, such as videos, images and text. Provide the right information, to the right people at the right time, and allow them to carry out their actions effectively, boosting productivity.

Measure the effectiveness of your embedded help content

Collect feedback from your users on the effectiveness of your help and support content. They can score your content, or provide written feedback and requests.

Identify usage patterns and friction points

Track your Salesforce users as they navigate the platform, and find the resistance points in their workflows. Gather insights from pre-configured usage dashboards and use them to shape the help and support content required.

Send alerts and notifications to users on Salesforce

Send critical communications to reach users effectively, enhancing engagement and compliance.  Segment your audiences so only relevant parties receive certain communications.

Onboard new staff on-platform

For new starters, the Salesforce learning curve is steep. Get users up-to-speed quickly, without investing time and resources in dedicated Salesforce onboarding, classroom training, or ongoing support.

Maximize your investment in Salesforce

Reduce training and onboarding costs

Get new users up-to-speed quickly, without the need for dedicated Salesforce onboarding, classroom training and ongoing support.

Outpace the speed of change.

Maintain peak Salesforce adoption with constant user training. Keep users informed, and Salesforce usage is maximized.

Enhance Salesforce with rich user and training data

Consolidate your learning and training activity in Salesforce to create a smarter, more powerful platform to power AI that drives your business forward.