Intacct logo

Intacct Successfully Introduces Salesforce to its Online Community Using WalkMe’s Contextual Guidance.

digital workplace

Increased page views
per session by 76%

employee support

Decreased Bounce Rate
to 18%

Intacct is a fast-growing provider of cloud-based accounting software. To communicate with its active community of partners and clients, Intaact adopted the Salesforce platform—and WalkMe for Salesforce along with it.

WalkMe improved user engagement, resulting in:

  • Increased page views per session by 76%
  • Decreased Bounce Rate to 18%

When we looked at the heat map of customer use, we were able to see that they were heavily using the WalkMe tools.

Nancy Rivas

Social Media & Communications Strategist

Executive Summary

Intacct, a leading provider of cloud-based accounting solutions, has seen sharp growth in recent years. As its subscriber and partner base expanded, the company needed a way to communicate with, and provide resources for, its community. It settled on Salesforce, a powerful CRM; but Intacct also needed a way to efficiently guide its users through the platform, without creating a huge support burden.

WalkMe for Salesforce was the perfect all-in-one solution. Not only did WalkMe provide customizable contextual guidance using Smart Walk-Thrus and other tools, WalkMe Insights gave Intacct excellent visibility into the user experience. With the data collected, and the flexibility of WalkMe, Intacct was able to design its community hub to best serve the needs of all users. As a result, users engaged more successfully with Salesforce, increasing page views by 76% and decreasing overall bounce rate to just 18%.

About Intacct

Intacct is a leading provider of best-in-class cloud ERP software that enables finance professionals to increase efficiency and drive growth for their organization. Intacct helps companies automate processes to run their day-to-day business better, while providing greater insight and flexibility so they can make confident long-term decisions, then act quickly to execute changes. Based in San Jose, Intacct is used by more than 11,000 organizations from startups to public companies. Intacct is a Salesforce Platinum ISV Partner and is the only cloud accounting software to be appointed a preferred provider by the AICPA.

Discover More about Employee Training

Thermo Fisher Scientific

Thermo Fisher Scientific boosts employee productivity, software adoption - achieves 2,000% data accuracy improvement

Thermo Fisher Scientific boosts employee productivity, software adoption - achieves 2,000% data accuracy improvement

LinkedIn

LinkedIn supports rapid growth with faster, more efficient use of software, 43% decrease in live training

LinkedIn supports rapid growth with faster, more efficient use of software, 43% decrease in live training

RedHat

Red Hat, a 15,000+ employee company leverages WalkMe for digital adoption across the tech stack

Red Hat, a 15,000+ employee company leverages WalkMe for digital adoption across the tech stack