{"id":7003,"date":"2019-10-28T15:22:31","date_gmt":"2019-10-28T15:22:31","guid":{"rendered":"https:\/\/www.walkme.com\/blog\/?p=7003"},"modified":"2023-05-02T15:53:18","modified_gmt":"2023-05-02T15:53:18","slug":"walkme-for-salesforce","status":"publish","type":"post","link":"https:\/\/www.walkme.com\/blog\/walkme-for-salesforce\/","title":{"rendered":"How to Upgrade User Productivity With WalkMe for Salesforce"},"content":{"rendered":"

WalkMe for Salesforce is the ideal solution for businesses that want to get the most possible value out of their Salesforce investment.<\/span><\/p>\r\n

Salesforce CRM software is perhaps the world\u2019s most well-known <\/span>CRM platform<\/span><\/a>.<\/span><\/p>\r\n

It is used by organizations both large and small to manage customer data, automate marketing campaigns, and drive customer engagement, among other important initiatives.<\/span><\/p>\r\n

However, Salesforce is a complex platform that is packed to the brim with features.\u00a0<\/span><\/p>\r\n

Making full use of the Salesforce platform requires a carefully planned strategy, effective user training, and responsive support resources.<\/span><\/p>\r\n

Below, we\u2019ll learn how organizations can use WalkMe for Salesforce to streamline the <\/span>user experience<\/span><\/a>, maximize user productivity, and increase profitability.<\/span><\/p>\r\n\r\n

Are you making full use of your Salesforce CRM platform?<\/b><\/h2>\r\n

Using Salesforce can introduce a myriad of benefits across your sales, marketing, and support departments. But achieve the full range of potential value means having a strategy that addresses each of these challenges:<\/span><\/p>\r\n

Effective onboarding. <\/b>Salesforce<\/span><\/a> is a complex tool with a host of features, options, use cases, and workflows. The right onboarding approach can decrease friction, while simultaneously helping users acclimate to the interface, features, and potential applications.<\/span><\/p>\r\n

Improving employee proficiency and productivity.<\/b> Training<\/span><\/a> is a must for Salesforce. And, as we will see below, the quality of that training has a direct impact on employee productivity and performance.\u00a0<\/span><\/p>\r\n

Providing an engaging user experience.<\/b> User experiences that are engaging will help your workforce increase productivity and motivation.\u00a0<\/span><\/p>\r\n

To earn healthy margins on a Salesforce investment, businesses must develop digital adoption strategies that methodically tackle these obstacles.<\/span><\/p>\r\n<\/a>\r\n

The right digital adoption strategy can make all the difference<\/b><\/h2>\r\n

For enterprise applications, effective approaches to digital adoption emphasize:<\/span><\/p>\r\n

Employee learning, proficiency, and engagement. <\/b>In an era driven by change and <\/span>digital transformation<\/span><\/a>, learning to use new digital tools and software is an ongoing effort for employees. This means that providing effective employee training<\/a> is directly tied to\u00a0 business value and cannot be treated as an afterthought.<\/span><\/p>\r\n

User-centered training.<\/b> In the context of training, the user experience affects a wide variety of employee metrics and performance indicators. Engagement, time-to-competency, proficiency, and frustration, for instance, are all affected by a user\u2019s training experience.<\/span><\/p>\r\n

Continuous change.<\/b> Today, digital disruption is fueling ongoing <\/span>organizational change<\/span><\/a> and transformation. To keep up, organizations must continually adopt new tools and processes. Agility, adaptability, and flexibility are key survival traits in the digital age.<\/span><\/p>\r\n

Using software to its fullest extent.<\/b> If employees only use a handful of features on a platform, you will only see partial ROI on your investment. Training should emphasize the adoption of additional software features and new workflows.<\/span><\/p>\r\n

To achieve these aims, many organizations are turning to Digital Adoption Platforms, such as WalkMe.<\/span><\/p>\r\n

How Digital Adoption Platforms boost software ROI<\/b><\/h2>\r\n

A <\/span>Digital Adoption Platform<\/span><\/a> (DAP) is a UX and training layer that operates on top of any desktop, mobile, or web applications.<\/span><\/p>\r\n

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“Users have to be trained in the actual use of the applications. Companies could look into using digital adoption platforms to help guide staff. https:\/\/t.co\/sRKH0BPocs<\/a> #employeetraining<\/a> #HR<\/a> #tech<\/a><\/p>\r\n

\u2014 WalkMe (@WalkMeInc) December 21, 2018<\/a><\/p>\r\n<\/blockquote>\r\n