How to Solve Salesforce Implementation Challenges

Apty’s Digital Adoption Platform Simplifies User Onboarding and Support for Salesforce CRM

From user onboarding to data quality, most organizations struggle with implementing and fully utilizing Salesforce. In this in-depth guide, we explore the most common challenges enterprises face and how to address them with Apty.

NathanNathan Altadonna

Salesforce dominates the CRM market and has quickly expanded into marketing automation and eCommerce. As the platform becomes more essential to not just sales but your entire business, successful Salesforce implementation becomes an even higher priority for large enterprises.

Whether you’re implementing Salesforce for the first time, rolling out an upgrade, or expanding to add additional Salesforce products like Commerce or Community Cloud, you’ll likely encounter some of the same challenges. In this guide, we take a look at what to consider when implementing Salesforce, what challenges you could face, and how to address them with Apty’s Digital Adoption Platform.

Salesforce Implementation Considerations

With businesses constantly seeking resources to make their processes more efficient, Salesforce has risen to the top in terms of a high-quality, effective CRM platform.

Many businesses view Salesforce as the top platform for streamlining and creating successful marketing and sales. However, a successful Salesforce strategy requires proper planning and implementation, as poorly planned Salesforce can actually backfire. Here’s everything you need to consider before you implement Salesforce:

Consideration #1

Costs and Budget

To begin with, you’ll need to understand all of the costs associated with using Salesforce.

This isn’t limited to just your license costs. You’ll need to take every potential associated cost into consideration, such as whether or not you’re going to need to hire a consultant, if there will be additional implementation costs and the costs for ongoing support.

Large enterprises sometimes focus only on the licensing costs and don't realize that to get the full value and a return on the investment in Salesforce. You need to plan for the right support resources and tools as well.

Consideration #2

Your Goals for Salesforce

When you implement any new enterprise software that you will want to make sure the benefits are going to outweigh the financial costs. The best way to determine this is by understanding your business’s particular goals for your Salesforce implementation. What business goals or problems do you want the CRM to solve? Potential goals include:

  • Reducing sales cycle length
  • Boosting repeat customer sales
  • Improving opportunity-to-win ratio
  • Increasing follow-up contact rates

You’ll need to establish the success metrics of your Salesforce implementation so you can plan how to both measure and execute those goals.

Consideration #3

Current State of Your Customer Data

When implementing Salesforce, the cleanliness of your data matters. If you have a bunch of data that is outdated, repetitive, or unneeded, it’s going to hinder the way that the platform works. In fact, if your data isn’t clean, any issues that you experienced with your old system will carry over to Salesforce.

Check out your customer and sales data to make sure that they’re free of superfluous data. If data isn’t clean, you may not want to migrate it to the new system. You need to ensure that your data is going to conform to the Salesforce data model so that it works well and enables accurate reporting.

Consideration #4

Building a Salesforce Team

Salesforce experts are key for successful implementation. These are people who know the platform inside and out, who will be able to assist you in seamlessly integrating and implementing Salesforce.

Your Salesforce expert will help you map out your implementation strategy ahead of time and to execute it. They will continue to assist you as you train users and through any and all future changes or upgrades to the system.

To build your team of Salesforce subject matter experts in your organization, you’ll need to decide if you can rely on existing staff, hire new employees or pay for outside consultants.

Consideration #5

Integrations

While Salesforce has numerous tools and features, it will still need to function cohesively with your business’ other applications. Not understanding how to ensure seamless integration of Salesforce with other systems and platforms will cause challenges and could potentially hinder your organization instead of help it.

Properly integrating Salesforce with your other tools will create a seamless, effective flow of processes, including efficiency, visibility, and data.

Consideration #6

Planning and Configuration

Having an in-depth understanding of Salesforce is necessary for ensuring proper implementation. In fact, without that understanding, it becomes quite tricky to use. Figure out which Salesforce features will best support your business and craft a plan for using them.

With so many incredible current and upcoming features included in Salesforce, it’s important to keep your unique business and plan in mind. Your implementation strategy should reflect the goals and KPIs you’ll use to measure the success of your Salesforce adoption.

Consideration #7

Training and Onboarding

Salesforce has a ton of moving parts. Not only that, but the platform needs to be properly understood in order to be effectively implemented. You’ll want to have a plan for quickly onboarding your users to Salesforce as a part of your implementation plan.

Consideration #8

Ongoing support

As you begin to make Salesforce a part of your regular business processes, you’ll want to make sure that you have the support you need to keep things running smoothly. Consistent implementation of an effective Salesforce strategy means having a team you can turn to for optimization, automation, and modifications. Salesforce experts can provide you with continual support, training and retraining your team when needed, customizing and streamlining your business processes, and ensuring that you have an ongoing, top strategy.

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Salesforce Implementation Challenges

Understanding and planning for the considerations we identified should help in avoiding some of the common challenges with Salesforce implementation. However, even with the best plans, you’ll likely encourage some degree of difficulty in executing your rollout. Here are the top problems large enterprises face in implementing Salesforce:

Challenge #1

Configuration

Salesforce can be customized to your organization's needs. Some customizations are configured as settings in your Salesforce instance, while others require the use of additional plugins and software.

The challenge is setting up the configurations in a way that supports your business needs and is intuitive enough for users to navigate. Enterprises also struggle with adapting their existing processes to work with Salesforce. To take full advantage of Salesforce, you can’t keep all your processes the same. You’ll need to analyze and then update your procedures to take advantage of Salesforce’s best features and practices.

Challenge #2

User Onboarding and Training

User onboarding is perhaps the most challenging aspect of Salesforce implementation. If people can’t use your software, your implementation will not be successful.

Salesforce is so popular and has such an active user community; there’s no shortage of training and education resources online. However, generic Salesforce training doesn’t solve the problem of how to equip your users with the knowledge of how to use Salesforce and follow your business processes. Since Salesforce can be configured in so many different ways, you need user onboarding and training that can be customized to your business.

Challenge #3

Support

Anytime you add a complex enterprise software system, you’ll face some challenges in providing user support. The support burden will be most severe during rollout, but you’ll need to plan for ongoing support as well.

When you’re trying to support thousands of users, even simple requests like helping reset a password can bog down your IT team.

Challenge #4

Visibility and Tracking

Another area enterprises struggle with when adopting Salesforce is tracking and measuring how well their implementation is going. Without visibility in how your users are interacting with the system and what problems they’re facing, it’s hard to adjust your overall Salesforce implementation strategy to address your user concerns. You need a way to track your progress and quickly identify any roadblocks so you can keep your project on track.

How Apty Solves Salesforce Implementation and Adoption Challenges

Apty’s all-in-one Digital Adoption Platform is designed to solve the Salesforce implementation challenges for large organizations.

Apty shows users how to complete tasks in Salesforce, checks for data mistakes and provides prompts to correct errors, and enables users to search for help directly in Salesforce. Apty’s platform improves Salesforce adoption with four key components or Apty’s Four As:

Assist:  Use on-screen guidance to make Salesforce easier for users of any skill level.

Align:  Ensure employees utilize your new system and follow your most current procedures with Apty’s proactive process compliance.

Adapt:  Optimize your Salesforce implementation strategy with actionable insights for improving user adoption.

Accelerate:  Quickly scale your Salesforce CRM rollout without tying up additional IT resources.

Meet Apty:
The Answer to Your Salesforce Adoption Challenges

Assist

ASSIST

Guidance, Content, Onboarding

Make complicated software simple with custom in-app and on-screen guidance. Give your employees the content they need, when they need it-without writing a single line of code.

Apty Assist →

Align-1

ALIGN

Validation, Workflows, Compliance

Prioritize business goals by taking an active approach to process compliance. Deliver improved workforce productivity across departments ensuring better software ROI.

Apty Align →

Adapt-04

ADAPT

Analytics, Insights, Recommendations

Gain greater visibility into your transformation initiatives with robust tracking and analytics. Consistently improve your process through informed, data-driven decisions.

Apty Adapt →

Accelarate

ACCELERATE

Automation, Integrations, Cross-platform

The platform is lightweight and flexible. And with robust automation features you can scale your digital adoption strategies across your entire organization in days, not months (or years).

Apty Accelerate →

Here’s how each of the “Four As” can help you improve your Salesforce implementation and increase user efficiency and proficiency:

Assist: User Onboarding and Training for Salesforce

Providing onboarding and training to all the Salesforce users in an organization is no small task. Many Salesforce implementations run behind schedule or over budget due to issues with user onboarding and training. Here’s an overview of the Salesforce adoption challenges companies can solve with assistance from Apty:

Challenge Symptoms Causes Solution
Unproductive User Training Users can’t complete basic tasks in Salesforce without assistance

Large number of support tickets
Ineffective Training Methods
Traditional training methods such as video or classroom sessions aren’t effective. Employees don’t want to learn that way, and as a result, most fail to retain the knowledge from traditional training sessions. The average person forgets 75% of what they learn in less than a week.

Complex Configurations
Even if an employee has used Salesforce before, they haven’t used it the way your company configured the application. Employees need help learning how to complete processes in your Salesforce environment.
Apty simplifies Salesforce with on-screen guidance and replaces the need for traditional training methods.

Apty allows employees to learn by doing. Apty walks users through your process and systems step-by-step inside Salesforce. Apty introduces users to the application while they’re completing their work.
Sluggish User Onboarding Behind-schedule rollouts

Greater ramp-up time for new employees (beyond 3 months)
Overwhelming Training
Not every user will use all the features in Salesforce. This is especially true if you’re using multiple modules like Service and Commerce clouds. If you’ve designed an onboarding program that covers all of Salesforce, users will struggle to get through it all when large parts aren’t relevant to their job.

Training Logistics
Training hundreds or thousands of employees across multiple time zones and locations is a logistical headache if you’re using live video or classroom training methods. Large enterprises need modern digital training tools that are easily scalable.
Apty makes it easy to develop and deliver custom-tailored training and onboarding with on-screen guidance so users can quickly learn the parts of Salesforce that are most essential to their roles.

Apty also makes it easier to deliver training and onboarding across multiple locations - including to remote workers. Apty’s tools are always available so employees can learn on their time and at their own pace.
Overwhelmed Support Increased number of support tickets

High Support Costs
Ineffective Training and Onboarding
As a result of Salesforce onboarding and training challenges, users will get stuck and start reaching out to their IT teams for help with relatively simple tasks.
Apty’s self-service support allows users to solve their own problems with on-screen guidance without the need to open a support ticket. Apty can decrease Salesforce-related support tickets by 70 to 80 percent.

 

Guided-Workflow

 

Align: Eliminate Salesforce Data Quality Issues

Data quality is the top complaint most companies have about their Salesforce implementations. In fact, several surveys have confirmed that Salesforce administrators rank data quality and management as their most pressing issues. According to a recent Salesforce study, on average, a company’s contact database has:

  • 90% incomplete contacts and
  • 20% obsolete or useless records

The driving force leading companies to adopt Salesforce is a desire to improve decision-making and visibility about sales, marketing, and customer service. That’s impossible with poor data quality. When a customer or contact record is incomplete, your sales team wastes valuable time researching instead of closing a deal. Here’s how Apty can help with your compliance and data quality challenges:

Challenge Symptoms Causes Solution
Missing Data Invalid reports

Incomplete information or data entries
Extraneous Fields
CRM systems include forms with multiple fields. New Salesforce users can easily input essential information into the wrong field or forget to input it all.

Not Knowing What Data is Needed
Unless you’re completing a process multiple times each day, it can be hard to remember what to do. Employees often struggle to remember what information is required when they’re only completing a task on a weekly, monthly, or quarterly basis.
Apty offers custom validations to make sure your Salesforce data is accurate and complete.

Apty’s validations will stop users from moving on to the next screen unless they’ve completed all required fields.

Another advantage to Apty’s validations is the ability to create conditional validations. For example, Apty could require certain fields based on the size of a deal.
Poor Data Quality Inaccurate reports Company-Specific Rules
Large organizations often have their own business rules that need to apply all the data going into their CRM. Ensuring compliance with custom business rules is often impossible.

Human Error
Most employees want to do a good job. But it’s easy to make a mistake when you’re busy or simply forget what’s information is required. This creates a headache for business leaders who are relying on the CRM data for accurate reporting and forecasting.
Apty’s data validations alert users to any mistakes. Apty’s on-screen guidance can then show them how to fix the errors.

With Apty’s code-free editor, it’s easy to customize your data validations to match your company-specific requirements. For example, many Apty clients use the validation feature to enforce naming conventions.
Process Compliance Low completion rates

Missing Data

Use of shadow IT or manual processes
User Difficulties
If users think Salesforce is too difficult, they’ll revert to old processes. Many times sales people will be reluctant to log calls or interactions and instead keep tabs on a prospect in a notebook. Or some teams might start investing in alternative SaaS solutions because they don’t realize the full functionality of Salesforce.
Apty makes Salesforce easier to use, so users more quickly adopt your new processes.

Apty’s tracking also allows you to see how different users or teams are utilizing Salesforce so you can quickly identify who isn’t properly using the system and address it.

 

Tooltips

 

Adapt: Gain Insights on Your Salesforce Adoption

Companies implement Salesforce to increase their visibility into their sales pipeline and customer relationships, but often fail to realize those benefits due to poor tracking and insights on their implementation. Here’s how Apty can help you gain a better understanding of your digital adoption and adjust your strategy for success:

Challenge Symptoms Causes Solution
Measuring Adoption No visibility or benchmarks for Salesforce adoption Unhelpful usage data
Just because someone logged in to Salesforce, doesn’t mean they completed their work. Most in-app analytics can’t give insight into how people are using your CRM to know if they’re successfully adopting both the software and your processes.
Apty tracks more than just how your users interact with on-screen guidance. Apty tracks and analyzes how people are using your software even if they don’t use Apty’s help tools. Apty’s advanced platform provides insights on where users are struggling so you can deploy additional in-app support to overcome any adoption challenge.
On-Time delivery Missed deadlines

Delayed roll outs
Slow Implementation
Onboarding and training users with traditional methods like classroom or video training is slow, hard to scale and not effective.

No Monitoring
Keeping to your implementation schedule requires knowing when you’re about to miss a deadline. Salesforce implementations can easily run behind schedule because enterprises lack a system for identifying potential bottlenecks or delays.
Apty helps companies adopt Salesforce 2-3 times faster thanks to intelligent on-screen guidance that quickly onboards new users.

Apty also enables Salesforce admins to get a better understanding of their adoption with advanced usage analytics and insights. Apty can alert stakeholders if their implementation is at risk of failing or running behind schedule.
Process Conversion and Optimization Low process completion rates

Poor overall adoption
Outdated Processes
Many companies waste valuable time trying to customize Salesforce to fit their existing or outdated sales processes. A successful Salesforce adoption needs to include modernizing your processes to best utilize the features of your new CRM.

Difficult Processes
If a process is too hard, users are more likely to make mistakes or abandon the process. Salesforce only works when people follow your process and input data.
Apty simplifies Salesforce processes with on-screen guidance and automation.

Apty also allows admins to track custom business processes so you can quickly identify what steps are causing the most problems and address them with on-screen guidance.

 

Adapt

 

Accelerate: Eliminate Roadblocks to Scaling Salesforce

Apty can help large organizations overcome the challenges of rolling out Salesforce to multiple teams. In fact, Apty was helped onboard more than 3 million users in what was both the largest Salesforce implementation and largest DAP deployment. Here’s how Apty can help your business with a smooth and quick enterprise adoption:

Challenge Symptoms Causes Solution
IT Utilization Increased IT costs or hours Over Customization
Too many unnecessary configurations can quickly overwhelm your IT team.

No Business Unit Support
Sales teams shouldn’t need to rely on IT to make updates when processes change.
Apty is an overlay on top of Salesforce, allowing you to customize processes or user experiences without making complex configurations to your Salesforce instance.

Apty also business owners to manage and create on-screen guidance content without using IT resources.
User Productivity Poor process completion rates

Low employee output
Confused Users
It’s impossible to get the full value out of Salesforce if your users don’t know what to do.

Mundane Processes
Users tend to neglect or avoid repetitive processes with convoluted steps.
Apty helps users get more done in less time by making any process easier through on-screen guidance and automating mundane processes. For example, Apty can make logging a call or updating an opportunity as simple as using a chatbot without even opening Salesforce.
System Integrations Siloed processes Cross-Application Processes
Most enterprise employees may use three to five applications to finish one task. If users find it difficult to use Salesforce with other business applications, your adoption won’t be successful.
Apty supports cross-application processes by deploying on-screen guidance across any web-based application. For example, Apty could walk users through a process that begins in Salesforce and continues with your ERP. Apty would guide them to complete whenever the processes take them to another application.

 

Automation-Align

 

Here’s how each of the “Four As” can help you improve your Salesforce implementation and increase user efficiency and proficiency:

Assist: User Onboarding and Training for Salesforce

Providing onboarding and training to all the Salesforce users in an organization is no small task. Many Salesforce implementations run behind schedule or over budget due to issues with user onboarding and training. Here’s an overview of the Salesforce adoption challenges companies can solve with assistance from Apty:

Challenge #1: Unproductive User Training

Symptoms:

  • 1. Users can’t complete basic tasks in Salesforce without assistance
  • 2. Large number of support tickets

Causes:

  • 1. Ineffective Training Methods - Traditional training methods such as video or classroom sessions aren’t effective. Employees don’t want to learn that way, and as a result, most fail to retain the knowledge from traditional training sessions. The average person forgets 75% of what they learn in less than a week.
  • 2. Complex Configurations - Even if an employee has used Salesforce before, they haven’t used it the way your company configured the application. Employees need help learning how to complete processes in your Salesforce environment.

Solution:

  • 1. Apty simplifies Salesforce with on-screen guidance and replaces the need for traditional training methods.
  • 2. Apty allows employees to learn by doing. Apty walks users through your process and systems step-by-step inside Salesforce. Apty introduces users to the application while they’re completing their work.

Challenge #2: Sluggish User Onboarding

Symptoms:

  • 1. Behind-schedule rollouts
  • 2. Greater ramp-up time for new employees (beyond 3 months)

Causes:

  • 1. Overwhelming Training - Not every user will use all the features in Salesforce. This is especially true if you’re using multiple modules like Service and Commerce clouds. If you’ve designed an onboarding program that covers all of Salesforce, users will struggle to get through it all when large parts aren’t relevant to their job.
  • 2. Training Logistics - Training hundreds or thousands of employees across multiple time zones and locations is a logistical headache if you’re using live video or classroom training methods. Large enterprises need modern digital training tools that are easily scalable.

Solution:

  • 1. Apty makes it easy to develop and deliver custom-tailored training and onboarding with on-screen guidance so users can quickly learn the parts of Salesforce that are most essential to their roles.
  • 2. Apty also makes it easier to deliver training and onboarding across multiple locations - including to remote workers. Apty’s tools are always available so employees can learn on their time and at their own pace.

Challenge #3: Overwhelmed Support

Symptoms:

  • 1. Increased number of support tickets
  • 2. High Support Costs

Causes:

  • 1. Ineffective Training and Onboarding - As a result of Salesforce onboarding and training challenges, users will get stuck and start reaching out to their IT teams for help with relatively simple tasks.

Solution:

  • 1. Apty’s self-service support allows users to solve their own problems with on-screen guidance without the need to open a support ticket. Apty can decrease Salesforce-related support tickets by 70 to 80 percent.

 

Guided-Workflow

 

Align: Eliminate Salesforce Data Quality Issues

Data quality is the top complaint most companies have about their Salesforce implementations. In fact, several surveys have confirmed that Salesforce administrators rank data quality and management as their most pressing issues. According to a recent Salesforce study, on average, a company’s contact database has:

  • 1. 90% incomplete contacts and
  • 2. 20% obsolete or useless records

The driving force leading companies to adopt Salesforce is a desire to improve decision-making and visibility about sales, marketing, and customer service. That’s impossible with poor data quality. When a customer or contact record is incomplete, your sales team wastes valuable time researching instead of closing a deal. Here’s how Apty can help with your compliance and data quality challenges:

Challenge #1: Missing Data

Symptoms:

  • 1. Invalid reports
  • 2. Incomplete information or data entries

Causes:

  • 1. Extraneous Fields - CRM systems include forms with multiple fields. New Salesforce users can easily input essential information into the wrong field or forget to input it all.
  • 2. Not Knowing What Data is Needed - Unless you’re completing a process multiple times each day, it can be hard to remember what to do. Employees often struggle to remember what information is required when they’re only completing a task on a weekly, monthly, or quarterly basis.

Solution:

  • 1. Apty offers custom validations to make sure your Salesforce data is accurate and complete.
  • 2. Apty’s validations will stop users from moving on to the next screen unless they’ve completed all required fields.
  • 3. Another advantage to Apty’s validations is the ability to create conditional validations. For example, Apty could require certain fields based on the size of a deal.

Challenge #2: Poor Data Quality

Symptoms:

  • 1. Inaccurate reports

Causes:

  • 1. Company-Specific Rules - Large organizations often have their own business rules that need to apply all the data going into their CRM. Ensuring compliance with custom business rules is often impossible.
  • 2. Human Error - Most employees want to do a good job. But it’s easy to make a mistake when you’re busy or simply forget what’s information is required. This creates a headache for business leaders who are relying on the CRM data for accurate reporting and forecasting.

Solution:

  • 1. Apty’s data validations alert users to any mistakes. Apty’s on-screen guidance can then show them how to fix the errors.
  • 2. With Apty’s code-free editor, it’s easy to customize your data validations to match your company-specific requirements. For example, many Apty clients use the validation feature to enforce naming conventions.

Challenge #3: Process Compliance

Symptoms:

  • 1. Low completion rates
  • 2. Missing Data
  • 3. Use of shadow IT or manual processes

Causes:

  • 1. User Difficulties - If users think Salesforce is too difficult, they’ll revert to old processes. Many times sales people will be reluctant to log calls or interactions and instead keep tabs on a prospect in a notebook. Or some teams might start investing in alternative SaaS solutions because they don’t realize the full functionality of Salesforce.

Solution:

  • 1. Apty makes Salesforce easier to use, so users more quickly adopt your new processes.
  • 2. Apty’s tracking also allows you to see how different users or teams are utilizing Salesforce so you can quickly identify who isn’t properly using the system and address it.

 

Tooltips

 

Adapt: Gain Insights on Your Salesforce Adoption

Companies implement Salesforce to increase their visibility into their sales pipeline and customer relationships, but often fail to realize those benefits due to poor tracking and insights on their implementation. Here’s how Apty can help you gain a better understanding of your digital adoption and adjust your strategy for success:

Challenge #1: Measuring Adoption

Symptoms:

  • 1. No visibility or benchmarks for Salesforce adoption

Causes:

  • 1. Unhelpful usage data - Just because someone logged in to Salesforce, doesn’t mean they completed their work. Most in-app analytics can’t give insight into how people are using your CRM to know if they’re successfully adopting both the software and your processes.

Solution:

  • 1. Apty tracks more than just how your users interact with on-screen guidance. Apty tracks and analyzes how people are using your software even if they don’t use Apty’s help tools. Apty’s advanced platform provides insights on where users are struggling so you can deploy additional in-app support to overcome any adoption challenge.

Challenge #2: On-Time delivery

Symptoms:

  • 1. Missed deadlines
  • 2. Delayed roll outs

Causes:

  • 1. Slow Implementation - Onboarding and training users with traditional methods like classroom or video training is slow, hard to scale and not effective.
  • 2. No Monitoring - Keeping to your implementation schedule requires knowing when you’re about to miss a deadline. Salesforce implementations can easily run behind schedule because enterprises lack a system for identifying potential bottlenecks or delays.

Solution:

  • 1. Apty helps companies adopt Salesforce 2-3 times faster thanks to intelligent on-screen guidance that quickly onboards new users.
  • 2. Apty also enables Salesforce admins to get a better understanding of their adoption with advanced usage analytics and insights. Apty can alert stakeholders if their implementation is at risk of failing or running behind schedule.

Challenge #3: Process Conversion and Optimization

Symptoms:

  • 1. Low process completion rates
  • 2. Poor overall adoption

Causes:

  • 1. Outdated Processes - Many companies waste valuable time trying to customize Salesforce to fit their existing or outdated sales processes. A successful Salesforce adoption needs to include modernizing your processes to best utilize the features of your new CRM.
  • 2. Difficult Processes - If a process is too hard, users are more likely to make mistakes or abandon the process. Salesforce only works when people follow your process and input data.

Solution:

  • 1. Apty simplifies Salesforce processes with on-screen guidance and automation.
  • 2. Apty also allows admins to track custom business processes so you can quickly identify what steps are causing the most problems and address them with on-screen guidance.

 

Adapt

 

Accelerate: Eliminate Roadblocks to Scaling Salesforce

Apty can help large organizations overcome the challenges of rolling out Salesforce to multiple teams. In fact, Apty was helped onboard more than 3 million users in what was both the largest Salesforce implementation and largest DAP deployment. Here’s how Apty can help your business with a smooth and quick enterprise adoption:

Challenge #1: IT Utilization

Symptoms:

  • 1. Increased IT costs or hours

Causes:

  • 1. Over Customization - Too many unnecessary configurations can quickly overwhelm your IT team.
  • 2. No Business Unit Support - Sales teams shouldn’t need to rely on IT to make updates when processes change.

Solution:

  • 1. Apty is an overlay on top of Salesforce, allowing you to customize processes or user experiences without making complex configurations to your Salesforce instance.
  • 2. Apty also business owners to manage and create on-screen guidance content without using IT resources.

Challenge #2: User Productivity

Symptoms:

  • 1. Poor process completion rates
  • 2. Low employee output

Causes:

  • 1. Confused Users - It’s impossible to get the full value out of Salesforce if your users don’t know what to do.
  • 2. Mundane Processes - Users tend to neglect or avoid repetitive processes with convoluted steps.

Solution:

  • 1. Apty helps users get more done in less time by making any process easier through on-screen guidance and automating mundane processes. For example, Apty can make logging a call or updating an opportunity as simple as using a chatbot without ever opening Salesforce.

Challenge #3: System Integrations

Symptoms:

  • 1. Siloed processes

Causes:

  • 1. Cross-Application Processes - Most enterprise employees may use three to five applications to finish one task. If users find it difficult to use Salesforce with other business applications, your adoption won’t be successful.

Solution:

  • 1. Apty supports cross-application processes by deploying on-screen guidance across any web-based application. For example, Apty could walk users through a process that begins in Salesforce and continues with your ERP. Apty would guide them to complete whenever the processes take them to another application.

 

Automation-Align

 

Salesforce Challenges by Industry

Apty works across industries and applications. These examples show how Apty can improve Salesforce adoption in manufacturing, aviation, retail, and finance.

Manufacturing

When you’re manufacturing highly customized products, you need to have accurate pricing and specifications. Apty can help complex manufacturers ensure their CRM captures all the necessary information.

Need or Challenge How Apty Helps
Data Completeness
From Sales to production, an accurate record of the sales cycle and completed order are vital, especially for multi-million dollar purchases on items like airplanes or industrial machinery.
Data Validations
Apty’s data validations ensure that every Salesforce record is complete and accurate. Apty can prevent users from moving on until they correct any errors.
Pricing
Custom pricing and configurations can be tricky, especially for new salespeople. Miscalculate a quote on a deal, and you could lock the company into a money-losing contract. Manufacturers need to make sure sales teams can quickly and accurately price products.
On-Screen Guidance
Apty’s on-screen guidance walks users through processes step-by-step, so even a novice salesperson can calculate an accurate price and build a proposal.
Proactive Compliance
Manufacturers can’t make timely decisions without accurate forecasts. Sales teams are notorious for not keeping opportunities up-to-date. Managers need a way to ensure continual compliance with CRM and sales cycle processes.
Alerts
Apty can track recurring processes and ensures employees comply. For example, Apty would track which users had not updated opportunities and prompt them with on-screen guidance before the end of the week to ensure compliance.

Aviation

Successful customer relationship management is essential for airlines - especially when looking to retain and grow their basis of loyal and valuable frequent flyers. Here’s how Apty can help deliver first-class customer service:

Need or Challenge How Apty Helps
Fast Responses
In the age of social media, airlines have little time to react and resolve customer complaints before they go viral.
Guided Walkthroughs and Automation
Apty’s On-screen guidance and easy automation make resolving cases simple and fast.
Accurate Customer Profiles
Tailored and customized communication is essential for building a solid customer relationship but impossible to deliver if you’re missing crucial details about your customers.
Custom Validations
Apty ensures everything that goes into your CRM is accurate and complete with easy to create validations.
24/7 Coverage
Airlines operate around the clock - making traditional training sessions impossible to coordinate across shifts and time zones.
On-Demand Self-Service
Apty enables users to resolve their own issues in real-time without opening a support ticket or attending lengthy training sessions.

Retail

Retailers rely on Salesforce to power omnichannel commerce and customer experiences. Here’s how Apty can help:

Need or Challenge How Apty Helps
Personalized Marketing
Personalized recommendations and messaging are more likely to convert browsers to buyers, but unleashing the power of AI-backed personalization in retail requires accurate data.
Automation and Validation
Apty’s chat-bot automation interface makes updating a customer record simple, and validations ensure the record is accurate.
Multi-Location Training
Retailers have software users at warehouses, retail outlets, and corporate offices - making it impossible to train users in one setting.
24/7 Self Service Learning
Apty enables employees to learn on their own time wherever they’re working. With Apty’s on-screen guidance, employees can use Salesforce without any additional training.
Consistent Customer Service
One bad experience can ruin a customer’s brand loyalty to a retailer. Retailers must deliver excellent service consistently.
Process Compliance
Apty’s on-screen guidance and tracking ensures that every associate follows your business’s process for resolving customers’ issues.

Finance

From insurance to banking, delivering a top-notch experience is key to building a solid client base. Here’s how Apty can help companies in the financial services industry better utilize Salesforce:

Need or Challenge How Apty Helps
Change Management
From regulations to market conditions, things can change quickly, and financial service companies need to react. For example, lenders had only a few days to prepare to accept Payroll Protection Program applications after the Small Business Administration finalized regulations for the program.
Announcements and Walkthroughs
Apty’s on-screen allows both internal and external users to navigate any changes without any training.
Frictionless Digital Experiences
Customers want to bank, borrow or invest with companies that are easy to work with and deliver a seamless digital experience.
Code-Free Interactive Content
Apty enables companies to deploy customized walkthroughs on any public-facing part of your CRM or other systems to improve your customer’s digital experience.
Scalability
Successful financial services companies need to scale by adding more agents and customers quickly.
Fast Onboarding and Efficient IT Usage
Apty significantly decreases ramp-up time for new employees so new agents can be productive in less than half the time. Apty is also easy to scale because it requires minimal IT resources and has a fast and flexible implementation.

What can Apty do for you?

Salesforce is the leading CRM. The platform can help you streamline your business and increase your sales, providing you with a high ROI - if you can manage to adopt it successfully.

Don’t put your Salesforce investment at risk by not have the right tool to drive adoption. Apty is uniquely qualified to address Salesforce implementation challenges as Apty is currently being used as the Digital Adoption Platform for the largest Salesforce implementation in the world.

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