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
productivity
support costs
cycle
Key features for digital
transformation success
Contextual
Guidance
Apty's contextual guidance for Salesforce helps users understand usage patterns and smartly recommends their next steps. Features such as smart tips, pop-up alerts, audit trails, and validations help in Salesforce navigation, onboarding, task list management, and process adoption for increased productivity.
Pre-built
Workflows
Apty diagnoses sales bottlenecks and recommends pre-built workflows to accelerate sales cycle. This helps in improving Salesforce adoption and improve GTM team experience.
Salesforce License
Optimization
Apty's strategic AI/ML reporting highlights Salesforce silos and underutilized licenses. It not only diagnoses but recommends targeted prescriptions to enhance experience throughout the sales cycle.
