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Managing change is important, but measuring change is vital

Change is not just about the desire a company has to improve or do things differently, it is about the users’ acceptance of the change and providing measurement of the desired (or undesired) effects. We’ve put together a handy guide to understanding the change process when working with Salesforce.

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Embed content to help users at their point of need

Create a more personalised learning experience, with an ‘always on’ learning culture. Place content near fields or deploy it at application level with our 100% native Salesforce App – Improved Help. Make it role, language, process or data specific to get the best results. Optionally deploy video based training in easy to consume, bite-sized videos, to help with the task in hand.

Link to content from anywhere within your Salesforce pages

Surface any of your critical content, from any location within your Salesforce pages. Improved Help allows you to add usage notes to explain why the content is relevant to the user’s situation. Enable your users to quickly access the critical content they need, without them wasting time thinking, searching or taking up colleagues’ precious time.

Full analytics to support data-driven improvements

Prove your Salesforce return on investment. Track user interactions with Salesforce pages and help content. Understand your true adoption and content usage through packaged reports and dashboards that you can schedule or run anytime. Our analytics help you understand what is working and what can be improved.

Targeted, critical in-app alerts

Need to communicate change or ensure users are compliant? Need to target users and confirm they have actually read and understood your critical communications? Our dedicated, native Salesforce solution, Improved Noticeboard, allows you to place visual, personal, action-orientated banners directly in front of your users. Nothing is missed, and there’s a full audit trail. Remove excuses and manage exceptions with ease.

Get started in 4 easy steps

improve salesforce user adoption step 1

Install from the AppExchange

Choose from our apps Improved NoticeBoard or Improved Help.
improve salesforce user adoption step 2

Configure for any experience

Drag and drop chosen packaged components onto your pages, then run the quick start wizard.

improve salesforce user adoption step 3

Create Help Topics

Start authoring content and deploy to your users, all within your Salesforce application.

improve salesforce user adoption step 4

Watch your users' engagement increase

Monitor the packaged dashboards to see user engagement and sentiment real-time. No more end-user surveys.

In-app Salesforce training compatibility across all Salesforce environments

We support Classic, Visual Force, Lightning, Mobile, Communities, Console Apps, Portals & even non-Salesforce web apps. 

Browser extensions are not needed because we are the only 100% native Salesforce solution. This means no restriction on browsers or devices, delivering a quality experience and Salesforce training for all users – internal, customers or partners.

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