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How to Upgrade User Productivity With WalkMe for Salesforce

How to Upgrade User Productivity With WalkMe for Salesforce

How to Upgrade User Productivity With WalkMe for Salesforce
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By Tamara Rosin

WalkMe for Salesforce is the ideal solution for businesses that want to get the most possible value out of their Salesforce investment.

Salesforce CRM software is perhaps the world’s most well-known CRM platform.

It is used by organizations both large and small to manage customer data, automate marketing campaigns, and drive customer engagement, among other important initiatives.

However, Salesforce is a complex platform that is packed to the brim with features. 

Making full use of the Salesforce platform requires a carefully planned strategy, effective user training, and responsive support resources.

Below, we’ll learn how organizations can use WalkMe for Salesforce to streamline the user experience, maximize user productivity, and increase profitability.

Are you making full use of your Salesforce CRM platform?

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:

Effective onboarding. Salesforce 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.

Improving employee proficiency and productivity. Training 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. 

Providing an engaging user experience. User experiences that are engaging will help your workforce increase productivity and motivation. 

To earn healthy margins on a Salesforce investment, businesses must develop digital adoption strategies that methodically tackle these obstacles.

The right digital adoption strategy can make all the difference

For enterprise applications, effective approaches to digital adoption emphasize:

Employee learning, proficiency, and engagement. In an era driven by change and digital transformation, learning to use new digital tools and software is an ongoing effort for employees. This means that providing effective employee training is directly tied to  business value and cannot be treated as an afterthought.

User-centered training. 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’s training experience.

Continuous change. Today, digital disruption is fueling ongoing organizational change 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.

Using software to its fullest extent. 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.

To achieve these aims, many organizations are turning to Digital Adoption Platforms, such as WalkMe.

How Digital Adoption Platforms boost software ROI

A Digital Adoption Platform (DAP) is a UX and training layer that operates on top of any desktop, mobile, or web applications.

WalkMe for Salesforce offers an effective approach to onboarding and optimizing use of the CRM by providing:

Contextualized guidance. Users don’t need to call technical support, search the web, or take courses to learn how to complete tasks. Instead, in-app guidance offers relevant support and information at the moment of need. 

Step-by-step tutorials and instructions. Complex tasks are simplified through straightforward, guided tutorials. WalkMe takes users through any process – simple or complex – whether it takes place in Salesforce alone or across several platforms.

Task automation. WalkMe for Salesforce lets you automate repetitive tasks, freeing up user time for more valuable activities. 

Analytics and user insights. Data analytics on user behavior help organizations understand software usage, errors, and training needs. Over time, this information can help managers improve the user experience and fuel better training programs.

WalkMe for Salesforce is indispensable for getting the most out of your CRM by enabling digital adoption and empowering your employees to raise productivity to new heights. 

How WalkMe for Salesforce makes adoption easier than ever

WalkMe helps organizations earn more from their Salesforce platforms by:

Accelerating employee learning. WalkMe’s training platform helps employees learn Salesforce more quickly and more effectively. Shorter learning curves help users become more productive in a shorter time span, decreasing their time-to-ROI.

Boosting employee proficiency and productivity. Better training translates into increased productivity, performance, and output. 

Cutting costs. WalkMe for Salesforce helps businesses save money on training and technical support, as well as data updates and maintenance.

Training across platforms. Salesforce integrates with countless other tools, and it is common for users to perform tasks that span several platforms. Because WalkMe is system-agnostic, it can be used to teach task flows that extend beyond Salesforce.

Simplifying the user experience. Personalized guidance and instructions help employees stay focused on the task at hand. This improved experience helps reduce employee frustration and burnout, while improving performance.

Encouraging the adoption of new Salesforce features. As mentioned, integrating new features is crucial to maximizing software utilization. WalkMe for Salesforce  promotes effective adoption of new features and workflows, helping organizations take advantage of the platform’s full potential.

Boosting their return on their Salesforce investment. Ultimately, improvements in user performance turn into better bottom-line returns. 

Since Salesforce plays such an instrumental role in many organizations’ businesses, organizations should do all they can to improve user productivity and performance. 

To learn more about WalkMe for Salesforce, schedule a demo today.

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Tamara Rosin
Tamara’s unique perspective on the impact of digital trends on business strategy has elevated her voice to the leading edge of the digital transformation discussion. She is adept at untangling the complexities of organizational culture, its evolution, challenges, and needs in the digital era. Previously, Tamara served as managing editor for the leading national healthcare publication Becker’s Hospital Review.