Empower your GTM team on leading CRM applications
with contextual guidance – to streamline customer
communications and your sales pipeline.
Apty Enhances
Customer Relationship & Sales Operations
Overcoming employee resistance, improving software utilization rates, and reducing data entry errors are common challenges for CRM tech stack owners. Leverage Apty to boost user engagement, enhance data accuracy, and unlock greater sales opportunities.
Apty is the Digital Adoption Platform
for CRM Tech Stack
Reduced Employee Onboarding & Training Time and Cost
Empower CRM users with contextual guidance such as workflows, checklists, announcements, smart-tips etc. Apty unlocks employee productivity at all levels, boosting CRM adoption, and driving sales effectiveness by reducing time-to-proficiency.
Enhance CRM Learning Experience
CRM adoption is diversified across client services, sales, or other GTM teams. Apty helps streamline critical tasks like pipeline management, custom quoting, and opportunity closure by targeting prescriptive content where it’s needed the most, minimizing CRM adoption friction.
Achieve CRM Business Outcomes with Apty
Reduce CRM software onboarding and training time with AI powered intelligent guidance customized for every employee journey. Together, these transform how end-users engage with CRM applications and drive maximum value from every action.
Explore how Apty Enhances your CRM Tech Stack Adoption and Experience
Featured Case Study
Apty Streamlined
Global Operations for a
Multinational Conglomerate
CRM Adoption FAQs
Apty stands out for CRM adoption because of features like AI-powered contextual guidance, in-app support, and centralized knowledge management. Unlike competitors, Apty is designed to provide personalized assistance to users and generates detailed performance analytics, resulting in optimized software utilization, lower costs, and higher CRM adoption.
Why is digital adoption important for CRM platforms?
Digital adoption helps users overcome learning curves, reduces training time, improves data accuracy, boosts sales, and ensures maximum utilization of CRM functionalities.
Which CRM platforms does Apty support?
Apty supports leading CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, and others.
What are some common use cases for Apty in CRM adoption?
Common use cases include onboarding new users, guiding sales teams through workflows, and improving data accuracy in CRM entries. For instance, Apty helped a 115-year-old global conglomerate with 600 subsidiaries and 350,000+ employees update physical training manuals to a digital process that was centralized across subsidiaries. The solution was overlaid on existing software such as Workday and Oracle to eliminate repeated printing and centralize training for all employees, thus improving adoption and productivity.
Can Apty help with onboarding new CRM users?
Yes, Apty simplifies the onboarding process by offering step-by-step instructions and personalized workflows using checklists, announcements, smart tips for new users. Apty helped a major US airline accelerate adoption of Clarity PPM software among employees using hands-on training on a real project, step-by-step guidance on workflows, and real-time error alerts. This saved the airline 100s of hours, improved employee productivity 3X, and cut time spent on the software by 70%.
How does Apty reduce CRM-related training costs?
Apty reduces training costs by providing contextual in-app guidance, which eliminates the need for extensive classroom or video-based training sessions. For example, Salesforce adoption through Apty involves smart tips, pop-up alerts, pre-built workflows, license utilization diagnostics and more for a personalized experience. This can result in up to a 99% reduction in IT support costs.
