Salesforce Adoption with Apty

Drive Successful Salesforce Adoption with Apty

Achieve desirable sales outcomes by delivering contextual CRM training, ensuring data integrity, and improving salesforce utilization across your organization.

Accelerate Salesforce Adoption
Across the Organisation

Proactive
Analytics

Apty's platform analyzes end-to-end sales processes that help you to visualize the process completion roadblocks and design a comprehensive Salesforce adoption strategy.

Goal-Based Tracking

Set benchmarks for your sales processes that you can monitor and track over time. Derive actionable solutions from Goal insights to measure and drive complete Salesforce adoption.

Contextual Guidance

With Apty's intuitive workflows, Salesforce admins can create customized content which helps users to navigate through various CRM processes quickly and effectively.

Engagement Insights

Deep dive into a variety of Salesforce engagement metrics with Apty's robust analytics to understand where your sales teams are struggling to complete their daily tasks.

Ensure & Deliver Results with Apty

0 X
FASTER

Projects Completed in Half the Time

Leading U.S. Airline
0 M+
USERS

Onboarded and Trained on Salesforce

Global Cosmetics Company
0 %
IMPROVEMENT

Data Quality and Reporting Hygiene

Top National Bank

Enforce Salesforce Adoption to
Drive Business Outcomes

Benchmark Salesforce Processes
Use Apty to define and set rules for the complex processes that your sales reps should follow while completing tasks like adding leads, opportunities and editing account details. It ensures simplicity and eliminates any confusion that a user might have while following the process.
Create Relevant Process Benchmarks
Improve Data Integrity
With Apty's on-screen data validation, you can improve data accuracy and eliminate CRM data entry errors in real-time. It will prevent your sales professionals from entering incorrect data in each field so sales leaders can trust the integrity of their data and make forecasting decisions accordingly.
Ensure Data Quality with Apty
Ensure Process Compliance
Achieve process compliance by monitoring and guiding the Sales reps to complete tasks in an intended manner by using Apty’s intelligent Digital Adoption Platform. It will proactively prevent them from making mistakes and guide them contextually through their workflow.
Ensure Process Adoption with Apty
Benchmark Salesforce Processes
Use Apty to define and set rules for the complex processes that your sales reps should follow while completing tasks like adding leads, opportunities and editing account details. It ensures simplicity and eliminates any confusion that a user might have while following the process.
Improve Data Integrity
With Apty's on-screen data validation, you can improve data accuracy and eliminate CRM data entry errors in real-time. It will prevent your sales professionals from entering incorrect data in each field so sales leaders can trust the integrity of their data and make forecasting decisions accordingly.
Ensure Process Compliance
Achieve process compliance by monitoring and guiding the Sales reps to complete tasks in an intended manner by using Apty’s intelligent Digital Adoption Platform. It will proactively prevent them from making mistakes and guide them contextually through their workflow.

Enable Seamless Salesforce Onboarding
and Training for Your Employees

Apty empowers your Sales professionals with contextual onboarding checklists. It expedites the onboarding process and substantially reduces ramp times for your sales team. 

Apty makes employees self-reliant and eliminates the need for recurring classroom training. Your employees can access personalized content as and when they want.   

Organizations can create customized workflows for different user groups. It guides the employees to navigate through Salesforce quickly and effectively. 

Read How Apty's Customers are Accelerating their Digital Transformation Initiatives

Customer Testimonial

“I carefully evaluated all of the leading vendors in this space, and when I lifted up the hood on Apty, it was clear they were best equipped to handle the complexity and magnitude of our project.”

Read More

Former CTO
Global Conglomerate

Ready to Accelerate Salesforce
Adoption for Your Employees?

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Insights on Salesforce Adoption

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