• Increase in Customer Loyalty
  • Learning Curve Drastically Cut
  • Accelerate Employee Training & Onboarding
Infusionsoft

Infusionsoft is a sales and marketing software designed to help businesses get organized, grow sales and save time. The advanced system combines the capabilities of CRM, marketing automation and e-commerce. The company has over 27,000 customers and nearly 80,000 users.  Infusionsoft has over 600 employees and is growing fast.

WalkMe has allowed us to onboard customers faster and even flatten their learning curve. Our customers were ecstatic to have guided tours, step-by-step instructions and walkthroughs right in our software.
- Ammon Curtis Product Management, Infusionsoft.

THE Challenge

Infusionsoft came to WalkMe to acquaint its users with the software’s capabilities. With thousands of customers and users, Infusionsoft wanted to ensure that both more-experienced and less-experienced users were taking full advantage of all of its features.

As software dedicated to simplifying the pains of entrepreneurship, Infusionsoft needed to make their own software instantly usable. Infusionsoft’s objective was to provide their users with a strong foundation to confidently complete their tasks, as well as the tools to independently navigate through their support resources.

THE Solution

WalkMe for Infusionsoft created a New User Getting Started Course. Walk-Thrus were set up across the software’s introductory processes.

By following WalkMe’s onscreen guided navigation, new users were easily guided through the foundation processes.
In only 30 minutes, WalkMe shows Infusionsoft’s users how to configure personal settings, how to navigate around Infusionsoft and how to become an expert on the help resources available. The foundation course includes various processes including:

Basic company information

  • Setting up new Infusionsoft users
  • Create email signature
  • Upload company logo to branding center
  • Link Social Media accounts to Infusionsoft
  • THE Benefits

    By using WalkMe, Infusionsoft’s users are rapidly onboarded. New users are able to work independently through a multitude of new and even advanced processes. With an effective onboarding and training plan in place, Infusionsoft drastically cut the learning curve, which resulted in increased customer loyalty and continued use.

    Within a month, thousands of new users’ tasks were successfully completed. Thousands of Walk-Thrus were played and thousands of users took advantage of WalkMe’s Search.

    “WalkMe has allowed us to onboard customers faster and even flatten their learning curve. Our customers were ecstatic to have guided tours, step-by-step instructions and walkthroughs right in our software.” Ammon Curtis, Product Management, Infusionsoft.

    Want to Learn More About How WalkMe Can Help Your Organization?

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