fbpx

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

Resources

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

How to Deliver Salesforce Training that Sticks

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.

How To Get Employee Salesforce Onboarding Right First Time

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.

how to download happy coffee app into salesforce

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

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

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

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

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

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

‘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

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

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

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 and Counting the costs of searching

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
Scroll to Top