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Digital Adoption for
Salesforce

Boost Salesforce adoption as Apty monitors the exact usage
challenges
and provide targeted action items at the
moment
of need, empowering
your sales team to
use the application effectively.

Enhance Your Salesforce Experience
with Apty

Personalize and streamline everyday Salesforce experiences and accelerate revenue growth
with Apty. Our DAP helps overcome complexities in Service Cloud, CPQ, and SFDC,
identifying and eliminating points of friction with contextual guidance, self-serviceability,
and pre-built workflows.

Personalize Your Salesforce Experience
and Accelerate Your Sales Cycle

Monitor Salesforce Usage and Engagement Even Before Building any Software Guidance

With Apty’s monitoring capabilities, you get the visibility into who’s using your Salesforce instance and how.  Apty then diagnoses the usage at every step and prescribes solutions specific to your SF adoption challenges to help maximize your software investment. 

Deploy Contextual In-app Guidance to Your Salesforce Users While they Perform Tasks

Apty’s contextual and prescriptive guidance meets your users at their time of need, while they perform a task. Not only this, Apty’s AI/ML algorithms analyze how users interact with your software guidance and use it for a continuous guidance optimization.

Integrate Your Existing Salesforce Workflows and Standardize Processes

Multiple software guidance and support portals add redundancy in creating and maintaining content. Apty’s centralized knowledge management capabilities bring all the knowledge bases together, in one place. When you update one portal, all portals get updated automatically.

Create one Centralized Conversational AI Workspace to Maximize Productivity

Most Salesforce business processes run across apps and have multi-application touchpoints. Apty’s “All-in-One” User Experience brings them all together in one platform. Now, your SF users can manage their projects, to do’s, cross applications tasks all through one central dashboard without switching between applications.

Salesforce Adoption &
Utilization Impact with Apty

80
Increases in Sales Productivity
99
Reduction in IT Support Costs
4
Faster Sales Cycle

Key Features to Salesforce
Digital Adoption Success

Featured Case Study

Apty Simplified
Software Adoption
for a Leading Airline

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