Accelerate CRM
adoption with Apty
Empower your GTM team on leading CRM applications with contextual guidance – to streamline customer communications and your sales pipeline.
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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
Explore how Apty enhances your
CRM tech stack adoption and experience
CRM adoption FAQs
Digital adoption helps users overcome learning curves, reduces training time, improves data accuracy, boosts sales, and ensures maximum utilization of CRM functionalities.
Apty supports leading CRM platforms such as Salesforce, Microsoft Dynamics, HubSpot, and others.
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.
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%.
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.
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