![]() ![]() Salesforce offers integrations with a variety of applications and enablement software. There are a few different methods for deploying in-app guidance. ![]() Let’s dive into some applications of Salesforce in-app guidance and provide a framework to help admins determine the best ways of implementing a contextual learning system for their teams. They’ll also have a higher level of enablement support when on sales calls and while working with prospects, which allows them to focus their efforts on closing those opportunities. In essence, when leveraging in-app guidance, teams using Salesforce can close deals more effectively because they are using their tools more efficiently. Being armed with the exact information they need, that sales rep will then close deals at a higher rate. In-app guidance can train new users on how to use the platform and provide assistance for more experienced users.įor example, within Salesforce, in-app guidance could be anything from a tip that explains what type of information goes into a particular field to contextually delivering specific battle cards or case studies to a sales rep based on the opportunity stage of the prospect they’re currently speaking with. This approach is particularly helpful when managing information at scale within a modern workforce, such as with a sales team that uses Salesforce. Salesforce in-app guidance is a form of user assistance that helps users complete tasks or solve problems by delivering contextual information while they are working within an application.Īnd while studies such as the Forgetting Curve by Ebbinghaus have shown that employees will forget up to 70% within one day of learning through traditional corporate training, contextual learning helps to combat the retention problem by presenting bite-sized information in the flow of work, so users have a more concrete basis of understanding.Īdd to that, a 2020 study found that 79% of employees prefer to learn while doing versus sitting through extended training sessions. ![]()
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