Platform solutions

WalkMe for Salesforce®

From prospecting to quoting, forecasting, renewals, and reporting, remove the friction from essential sales workflows, so your sellers can close more deals, faster.

Request a demo

Sales is all about the numbers.

%

faster Salesforce® training time.
K+

employee hours saved in the first 12 months.
%

reduction in Salesforce®-related support tickets.

Get up and running faster.

60% faster user adoption of features and applications.

Take productivity from good to great.

113 full-time equivalents higher net productivity.

Outpace the speed of change.

30% faster change management processes.

Say goodbye to bad data.

41% fewer business processes errors.

DATA

Gain visibility into user journeys.

See how your sellers use Salesforce® – where they struggle, get stuck, and make mistakes within a field, form, or workflow. Get AI-driven recommendations to quickly eliminate the friction, ensuring data and process accuracy and preventing bad forecasting.

ACTION

Empower your sales team.

Build responsive, flexible Salesforce® workflows on-the-fly, no more waiting on your admin for a fix. Get up and running faster with pre-built experiences that address the challenges you want to solve.

EXPERIENCE

Sell with maximum impact.

Give your reps a personalized selling experience through an employee hub, offering quick access to essential resources. With advanced search and automation, eliminate the need for app-switching, streamlining processes for increased user satisfaction and productivity.

Users can now quickly find the support that they need in-tool, when they need it, with no interruption to their workflow and experience less time away from customers.

Christi Lopez

WalkMe Administrator

View case study
Leadership has become more and more reliant on quality data in Salesforce. Our digital adoption strategy [with WalkMe] means there is no excuse for not knowing what to do or how to use the system. This has made forecasts more reliable, sellers more accountable, leaders more focused on outcomes rather than inputs, and empowered our sellers to know everything that's going on with their book of business.

Jayne Hoon

Director of Customer Relationship Management

View case study

Sales workflows run better with WalkMe.

Friction in workflows like lead management and CPQ slows down sellers and your revenue growth. WalkMe pinpoints the friction and simplifies your most critical workflows, so your people can focus on what matters - results.

Learn more

Explore more from WalkMe.

How to simplify sales processes and win more

On-demand event

Changemakers in action: Mavericks redefining the sales game

Stream now

Ebook

Change management meets AI: A sales innovator’s playbook

Read now

Product demo

WalkMe + Salesforce Demo

Watch now

Ready to go frictionless?

Get started with digital adoption today.

Request a demo