Improved Apps | Use Case Study
Data Driven ‘Nudges’ for Action and Compliance
Display a data driven in context nudge when pre-defined criteria is met to ensure process compliance and improved data qualiity. Works on Salesforce Mobile App and Experience Cloud.
Use Case
Reminder to input accurate and relevant data for pipeline reporting.
Customer Example
This client needed an in context reminder to help users keep opportunities up to date.
With our helpful nudge function, if a user moves an opportunity to ‘validating’ or beyond and the fields for total new business, incremental or renewal are blank, they will see a banner to remind them to enter a value.
"Improved Apps is a key element on the roadmap of the larger Sales Enablement and Sales Tools and Processes strategy within Commercial Excellence to enable and empower our sales reps to use Salesforce and Order Capture more effectively. Improved Apps aids sales reps from within Salesforce and Order Capture with tips and reminders, like a built-in coach."
Thomson Reuters
This use case study is available to download
Improved Apps Use Cases
How Improved Apps turned around a failed Salesforce implementation with our in-app onboarding solution
How Improved Apps delivered zero classroom training to maximise a customer’s Salesforce investment
How Improved Apps helped a FTSE 250 constituent with 8000+ employees achieve its digital adoption goals
