Digital Adoption for
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
Salesforce Digital Adoption FAQs
What is Digital Adoption for Salesforce?
Digital Adoption for Salesforce ensures that your team can effectively utilize all features and functionalities of Salesforce, resulting in improved productivity, user engagement, and accurate data entry.
Why should I focus on Digital Adoption for Salesforce?
A successful digital adoption strategy for Salesforce drives better user engagement, reduces training time, enhances CRM usage, and ensures your Salesforce investment delivers maximum ROI.
What features does Apty provide for Salesforce?
Apty offers a range of features for Salesforce, including in-app guidance, user behavior analytics, onboarding tools, workflow optimization, and personalized support within the Salesforce platform. These features can increase sales productivity, boost sales cycle speed 4X, and slash IT support costs by 99%
Can Apty help onboard new Salesforce users?
Yes, Apty accelerates Salesforce onboarding by providing personalized workflows and In-App guidance tailored to each user’s role and needs. Specialized features like smart tips, pop-up alerts and validation improve Salesforce adoption and can boost sales productivity by up to 80%.
Is Apty customizable to fit my Salesforce workflows?
Yes, Apty is fully customizable to your organization’s Salesforce workflows, allowing you to tailor the user experience based on your processes and goals.
