WalkMe for Salesforce
WalkMe for Salesforce
Salesforce is the world’s leading customer relationship management (CRM) platform. Like other CRM platforms, Salesforce is designed to help sales teams manage relationships and interactions with customers, leads, and prospects.
CRM Helps you with:
Automating your marketing strategies
Taking payments and sending quotes/invoices.
Organizing your leads and contact information
Collecting analytics to refine your business
Upgrade user productivity with WalkMe for Salesforce:
WalkMe for Salesforce is the ideal solution for businesses that want to get the most possible value out of their Salesforce investment. 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.
To achieve the full range of potential value, strategies should address each one of these challenges:
Effective onboarding
Improving employee proficiency and productivity
Providing an engaging user experience
To get most value out from Salesforce investment, businesses must develop digital adoption strategies that methodically tackle these obstacles.
A Digital Adoption Platform (DAP) is UX and training layer that operates on top of any desktop, mobile or web applications. 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. WalkMe for Salesforce offers an effective approach to onboarding and optimizing use of the CRM by providing:
Contextualized Guidance
Step by Step tutorials and instruction
Task automation
Analytics and user insights
Now, Salesforce mobile users can also get benefits from WalkMe’s contextual step-by-step guidance and engagement tools from any handheld iOS or Android device. Overall, WalkMe Salesforce Integration is a crucial functionality extension for Businesses relying on WalkMe’s interactive On-Screen Sequences that guide and engage Users throughout any Digital Experience and the Salesforce CRM.
