Salesforce is the world’s most widely used suite of cloud-based customer relationship management (CRM) software. Leading Sales reps often prefer Salesforce for macro-level real-time sales operations.
Automation is replacing the repeated manual tasks to streamline the workflow. It lets the user skip unnecessary steps required to complete the process by automating the standard internal procedures resulting in improved work efficiency and minimal human intervention. Enterprises are adopting a variety of automated controls to help them reduce the efforts and errors to carry out elementary tasks.
To automate business processes in Salesforce’s inner workings is a difficult task because very deep technical knowledge and high level programming skills are required for it. However, with MyGuide, it’s possible to automate even complex workflows in Salesforce in just a few minutes.
MyGuide brings the EdCast experience inside Salesforce through in-app guidance, in-app intelligence, and in-app automation. With SalesU, users can find meaningful insights for each opportunity right within your Salesforce instance through the configuration of internal content or external content that is specific to your organization. Users get access to internal sales and marketing documents, expert videos, articles, guided walkthroughs, and micro-courses all within a simple knowledge feed.
Access valuable in-app guides inside Salesforce Classic, Lightning and Salesforce mobile app via walkthroughs, videos, PDF, PPT and more.
Users can also onboard new users of the application and perform their tasks effectively, without increasing your Salesforce support costs. Minimize the hours of profitless discussions over how to get work done with a more secure MyGuide which costs less than the competition. They can practice the pitch created via MyGuide multiple times, and it is even smart enough to give feedback on the delivery.
“Organizations spend a lot of money on software, but they are often uncertain of the comparable usage and ROI they are receiving from their applications”, says Kalpit Jain, Vice President and General Manager of EdCast’s MyGuide. It is the fastest and most secure in-app training solution used to create personalized training for Lightning or Classic platform in 30+ languages and is Salesforce certified.
Easily create and customize in-app guides, walkthroughs, videos and more to accelerate the migration to Lightning and revenue ramp for your team. MyGuide is a robust coaching tool to boost sales performance and provide sales mentoring to perform validation of your Salesforce implementation and integration.
Get started with a Free trial to see how MyGuide by EdCast will help your team get more from Salesforce.