Resources | Guides & White Papers
Sharing knowledge for shared success
Feel free to download any of these resources to help you harness the full potential of your Salesforce environment and maximise your return on investment
Guides & White Papers
Guides, white papers, articles, videos… full of insights, facts and figures, use cases, hints and tips – authored by our own Salesforce experts, to ensure you get the most out of Salesforce

Guide: Sales Enablement Supercharged with AI
See how to save time & get results with artificial intelligence. Includes practical tips with 20+ AI prompts.

Guide: How to find out why people aren’t using Salesforce
See how you can find out why people aren’t using Salesforce as intended.

Guide: Three Ways to Cut Costs and Improve Salesforce ROI
Improved Apps provides integral Salesforce in-app training for your staff to adopt the right behaviours & boost productivity to maximise your investment…

Whitepaper: Sales Enablement Ultimate Guide
Sales enablement isn’t just about employee onboarding, training, or content. When done well, it encompasses all those elements and more. Add Salesforce to the mix and it will drive revenue, reduce churn, and show you the ROI you want.

Whitepaper: How to Overcome the Top Challenges in Recruiting
For the first time in a decade, client acquisition has fallen out of the top three priorities among recruiters. Now, the focus is on candidate acquisition, digital transformation, and the candidate experience – as shaped by recruiter and employer.

Guide: 6 Steps to Successful Just-In-Time Learning in Salesforce
How many times have you witnessed users struggling to complete their Salesforce tasks or the Support team answering the same questions over and over again?

Guide: The 3 Roadblocks to Salesforce Adoption
Over a third of CRM adoption projects fail. But with remote working on the rise, hybrid selling is expected to become the dominant sales strategy, making Salesforce adoption more important than ever. Take a look at our new guide to learn how your organisation can overcome the key hurdles.

Guide: How to Deliver Salesforce Training that Sticks
Training isn’t stuck in the classroom anymore, but we’re still struggling to train our users in business-critical CRM processes – over 60% of such projects fail to reach a tipping point of adoption. In this guide, we explore the tools and strategies to make your Salesforce training stick.

Guide: How To Get Employee Salesforce Onboarding Right First Time
Salesforce onboarding can be a tricky process to navigate for employers as well as employees, but it doesn’t have to be this way. Here are five of the most common employee onboarding mistakes and what you can do instead.

Happy Coffee ‘Well-Being’ Content Pack
Sarah Metcalfe at Happy Coffee Consulting has curated a starter content pack, with some useful well-being resources. Using Improved Help, this content can be embedded within your Salesforce Org and shared with employees to access during their working day, on any device.

Transformation Guidebook
It is estimated that the pace of digital change within businesses has been accelerated by about six years as a direct result of the Covid-19 pandemic. Digital transformation focuses on customers and their experiences along the customer journey, but we must not overlook the importance of creating meaningful employee experiences.

Delivering Zero Classroom Training
In this white paper:
- Learn how a customer implemented a ‘Zero Classroom Training Policy’ using the Salesforce platform’ and Improved Apps
- TOP 10 tips for driving digital transformation, usage and adoption in the current climate
- Typical Customer key issues and requirements

Moving to Lightning or need to improve your Lightning rollout?
In this article:
- How to training users in simple, bite-sized chunks
- Create learning paths to take users on a journey
- Improving your change management process
- Communicating change, engaging users and driving continuous improvement

Improved Change Management
In this overview:
- Change is the only constant but even change is changing
- How do you manage change in a cloud-based world?
- Embedding tools in the process so that users can reap the rewards of change
- Ensuring adoption for maximum returns and minimum risk

Get The Most Out Of Salesforce Now!
In this recorded webinar discover how Salesforce customers can maximise their ROI by overcoming two key challenges:
- time wasted searching for critical information
- how to manage change in an ever-changing world

Continuous Improvement to Evolve Your Sales Force
In this article:
Learn how the philosophy of ‘kaizen’ or ‘continuous improvement’ can make a difference to the performance and competitiveness of your organisation
- Businesses do not stand still and neither should the systems they employ
- Perfect is the enemy of good
- Create an environment that enables the organisation and its sales force to continuously improve
- Adapt to survive!

Sales Enablement in a Salesforce world
In this article:
- What is ‘Sales Enablement’?
- What you need to provide sales people in order for them to have ‘valuable conversations
- How content is part of the answer but only if that content is relevant and readily accessible
- How to cope with a constantly shifting landscape and provide knowledge at the point of need

‘Effective Communication’ – Counting the Costs of Communications Breakdown
In this white paper:
- Are we effective communicators?
- The consequences of poor communication
- Components of communication
- The Seven ‘C’s of communication
- Communication received and understood

User Engagement Playbook
This playbook is a result of collaboration with Improved Apps, Customers and Salesforce Success Managers, covering:
- successful adoption tactics from 100’s of successful Salesforce and Improved Apps deployments.
- 5 key plays to help you focus
- Links to many very useful resources

Realising the benefits of CRM
In this white paper:
- CRM – Why you invested in the first place
- Why only 1 in 5 Enterprises see a rise in revenue as a result of implementing CRM
- The cure for poor adoption
- How your organisation can get the benefits promised by Salesforce

7 Ways Sales Leaders Can Get The Most Out Of Salesforce
In this white paper:
- What lies behind the results that your employees achieve
- The problem of how to share Sales Exemplar behaviour
- What Sales Leaders can do to get the best from their teams
- How sales tools can help

The Help Journey – Counting the costs of searching
In this white paper:
- Empowering users with targeted knowledge
- Why traditional information retrieval models are insufficien
- The cost of searching
- Finding the ideal ‘help journey’
- The positive impact of placing help in the heart of the application