Sometimes getting everyone to click with Salesforce is like trying to teach a goldfish to play fetch. That's why if you're looking to boost your team's Salesforce skills, you do not want to skip on using a Digital Adoption Platform (DAP). In this article, I'll talk about why you should use a Digital Adoption Platform for Salesforce in-app guidance. We'll cover its benefits, what to look for, and some of my favorite DAP features.
A Digital Adoption Platform (DAP) sits on top of web applications (like Salesforce), to facilitate easier learning and use. It provides real-time guidance, support, and training materials directly within the application itself. This means users can learn how to navigate and use Salesforce as they're actually working in it, without switching back and forth between the application and training materials.
A DAP could offer step-by-step walkthroughs for completing specific tasks, tooltips that explain what different buttons and fields are for, and pop-up reminders about best practices.
For example, if a sales representative enters a new lead in Salesforce, the DAP could show them how to fill out each field correctly, suggest which Salesforce features might be most useful for tracking that lead, and even provide direct links to relevant Salesforce reports.
There are a few great benefits to using a DAP for Salesforce:
When it comes to picking the best DAP, there are a few points you want to consider:
I have a complete breakdown of the top DAPs in this post, but if you are looking for an affordable and easy-to-use tool, my top pick is Ask Vic.
Here are some of the ways that Ask Vic can boost your team's productivity:
These guides assist users in navigating Salesforce's complex environment, enhancing learning and data entry processes.
For example, a new user can use Ask Vic's interactive product tours to learn how to create a new lead. The walkthrough guides them through each step, from selecting the "New Lead" option to correctly filling out and saving the contact info, ensuring a smooth and informative learning experience.
Salesforce team members can access articles and video tutorials, directly within the user interface by accessing the Ask Vic tab. For example, if a sales team member is struggling with generating a report, they can quickly find relevant articles or watch a short tutorial without leaving the platform.
This immediate access to resources provides on-the-spot learning, enhancing understanding and skill development within Salesforce.
Ask Vic's in-app messaging provides a direct channel for important information and updates, reducing email overload. For example, when introducing a new sales process, you can instantly notify and guide users through in-app messages.
This helps them get the information they need (in the context they are working in) without disrupting their workflow.
Ask Vic also enhances Salesforce with help icons, offering quick explanations for data entry fields. For instance, when a user is adding a new contact and encounters a field like "Account Name," a help icon next to it provides a pop-up explanation, clarifying that the field requires the associated company's name.
This direct, in-context guidance ensures accurate and efficient data entry, significantly easing the process for users.
Ask Vic is the only DAP that connects you with Microsoft Clarity to show you how your team uses Salesforce. It uses heatmaps and session recordings to spot where users might be having trouble or not using certain features.
For instance, heatmaps will reveal features that customer service users aren't using much. Watching recorded sessions can also show you where users struggle, helping you figure out where more training is needed. This helps you make sure everyone is using the platform the right way and finds areas to improve.
It's also important to remember that Ask Vic provides consistent support across most enterprise web applications, not just Salesforce.
This means the familiar help icon seen in Salesforce can be the same go-to resource for support in other applications. This consistency is key for users who navigate multiple platforms in their workflow.
This simplifies the learning curve, as users don't have to adjust to different support systems for each application. It provides them with a single, reliable help source regardless of which platform they are using.
If you're short on time, you can also create in-app help items that show pre-built content from other websites (for example, the Salesforce Help page) and it will appear within Salesforce.
Or, for an even easier way to create content, use Ask Vic's "Draft with AI" tool. It helps you quickly create clear and helpful training materials, making the process simple and efficient.
Effortless Setup and Seamless Usability
Setting up Ask Vic for Salesforce is a breeze, thanks to our handy "Quick Start Guide." With its help, you'll have Ask Vic up and running in just about two weeks—a process that typically takes months with other tools.
Moreover, Ask Vic is designed for simplicity, ensuring that your team can jump right in without extensive training. This makes Ask Vic the go-to choice for businesses seeking a swift and user-friendly solution to enhance their Salesforce usage.
When it comes to enhancing Salesforce adoption, Ask Vic offers a free base package that offers a lot of value.
With no initial cost, you can start leveraging our platform's capabilities right away. Plus, if you ever need to scale up, you can explore our affordable upgrade options.
