Software Optimization

Resource Center

4 Ways to Make Your CRM More Productive
How can you get more out of your CRM? It's a question a lot of managers have. Leading CRM systems like Salesforce have the power to transform your business, but they often come with a hefty price tag. How can you make sure you're getting the full value out of your CRM? In this post, we're looking...
13 August 2019 -
What is Employee Onboarding?
Employee onboarding is the process of fully integrating a new employee into the workplace. It includes more than simply filling out paperwork, teaching them how to do their job, or offering training on technological tools. It also involves helping them learn the workplace culture and integrate...
8 August 2019 -
New Gartner Report Highlights Benefits of Apty as a Digital Adoption Solution
A new Gartner report identifies Apty (formerly letzNav) as one of the solutions organizations should consider using to increase their sales productivity.    In the report, Gartner analysts included Apty as part of a new category called digital adoption solutions. As CRMs like Salesforce become...
23 July 2019 -
Meet Apty, Formerly letzNav
letzNav is now Apty! We are proud and excited to share that apart from a new name, we have a new brand identity as well. Though this seems like a big change, our commitment to our core beliefs, values, and philosophies remain the same. We're changing our name to reflect our expanded efforts to...
2 July 2019 -
Building a Software Implementation Plan that Actually Works
Adopting the right software can have a huge impact on a business. It can increase revenue, improve customer experience, and boost employee productivity. But identifying the perfect software is only the beginning; a thoughtful and comprehensive adoption plan is necessary to make your software...
17 April 2019 -
Learn Salesforce Lightning Like There’s No Tomorrow (or Classic)
It’s no secret that Salesforce is really ramping up the pressure for customers to migrate to Lightning. New features are no longer being released in Classic, which means to stay up-to-date, and to be able to take full advantage of the platform, you need to be on Lightning. In fact, Salesforce...
8 February 2019 -
Onboarding 101: Employee Onboarding Training Guide
From posting a job to candidate interviews, hiring a new employee is difficult, but the hard work doesn’t end on the employee’s first day. HR teams and managers will need to fully train the new hire through a comprehensive employee onboarding program. If you’re looking to improve your employee...
7 February 2019 -
Product Adoption Platform - What It Is and Why You Need One
One of the most common questions we get at trade shows is what is a product adoption platform or digital adoption tool? This blog tackles that question by: Defining what a product adoption platform is, Explaining how it’s different from your LMS or other training solutions, and Exploring who...
6 December 2018 -
Classroom Training: Does it Work for Software Implementation?
When most people think of software training, they instantly picture a classroom setting. But is classroom training the most effective way to train employees on new enterprise applications like Oracle or Salesforce? Classroom training can be utilized for sales training or to develop other soft...
21 November 2018 -
What Employees Want Out of Onboarding
Successful onboarding programs can increase employee engagement, productivity and retention. But what do new employees need out of your onboarding program? Utilize this list to make sure your onboarding program covers the top concerns of new employees. What Employees Find Challenging About...
15 November 2018 -
Successful Cross-Platform Training - Is it a Myth?
Training users on a new platform is hard enough. Humans are creatures of habit and any change brings out fear and discomfort. When talking about training, sometimes that involves multiple applications and processes that cross multiple platforms, which increases the complexity of training users...
13 November 2018 -
Change Management Best Practices for Software Implementation
Wouldn’t it be great if implementing new enterprise software was as simple as flipping a switch? Unfortunately many executives fail to realize and properly plan for how complicated it can be to change core technology and software. If you’re preparing to adopt new enterprise software, like Oracle,...
8 November 2018 -
Employee Onboarding Best Practices
An effective employee onboarding program can help you decrease turnover and improve productivity. If you want to improve your new employee’s experience, consider adopting these employee onboarding best practices: Provide clear job titles, descriptions and expectations Set realistic onboarding...
7 November 2018 -
8-Step Change Management Process for Software Implementation
Successfully adopting new enterprise software requires active change management. Author, entrepreneur, and Harvard Professor, John Kotter’s 1996 book Leading Change is the gold standard in how to navigate change in business. If you’re adopting a new enterprise software, like Salesforce, Oracle or...
3 November 2018 -
3 Main Benefits of Effective Employee Training and Onboarding
Developing an effective employee training and onboarding program has tremendous benefits, but many companies don't have a well-developed onboarding plan. In fact, as many as four out of five companies lack a dedicated budget for onboarding.1 But, the companies that do invest the time, money and...
31 October 2018 -
Change Management: Move to Salesforce Lightning Without Getting Zapped
Lightning. Salesforce has been talking about it for a few years and is now getting serious about moving users over. So serious that enhancements are no longer being made to Classic. So how do you go about planning to move to Lightning, convincing users and management, and then actually making it...
30 October 2018 -
4 Tips for Conquering Change Management Challenges
Change is never easy, especially in a large organization. Whether you’re changing software, processes, or organizational structure, change can make your team members feel uncomfortable. People are naturally resistant to change as described in the classic book “Who Moved My Cheese?” So before you...
17 October 2018 -
4 Key Elements of Change Management Communication
Communication is an essential part of any workplace change, especially when implementing new software or systems. Poor communication can derail a project before it even has a chance to get off the ground. If you’re preparing to adopt a new enterprise application like Salesforce, Workday, or Oracle,...
11 October 2018 -
New Employee Training Checklist: Enterprise Applications Onboarding
You’ve got a new employee starting next week. Are you ready to train and onboard them? Your HR department probably provided you with a new hire training checklist covering everything from benefits to using the phone system. But does it include the systems they’ll use the most – your enterprise...
9 October 2018 -
How the Forgetting Curve is Undoing Your Salesforce Training
A few weeks after a Salesforce training session, most of your users seem to have forgot everything they learned. The scenario is familiar to most Salesforce trainers and admins. What’s behind these cases of mass amnesia? The Forgetting Curve strikes again. Keep reading to learn what the Forgetting...
8 October 2018 -
Five Essential Change Management Tools for Salesforce
Salesforce updates and process rollouts can seem overwhelming, but with the right tools, updates are much more manageable. Successful change management in Salesforce typically requires: Preparing training materials Updating user guides Leading in-person training sessions Providing additional...
8 October 2018 -

Record of Work