Change Managment Spekit Drive Adoption

It’s time for organizations to lean in to change

It’s now or never for companies to lean in to change and start taking proactive steps to ensure they continue to scale with new employment and technological environments.

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Spekit Announces Salesforce Partnership and AppExchange Launch

Since our launch at Dreamforce 2018, we’ve had one North Star: Helping companies maximize the adoption and data quality of their applications by delivering the most efficient learning experience across their technology stack.

Today, we’re excited to share our new Salesforce partnership:
Spekit is now live on the Salesforce AppExchange, the World’s Leading Business App Marketplace.

 


 Read what our customers have to say on AppExchange or Chrome Store

What is Spekit?

A 100% Female-owned company, Spekit is a dynamic knowledge and learning platform centered around the CRM and designed by former Sales Ops and Salesforce Admins. Inspired by the founders’ own challenges around adoption and data quality, Spekit was purpose-built to help companies effortlessly onboard new hires, train employees and contextually communicate changes to their applications to drive maximum adoption.

Today, Spekit counts thousands of users across global 500 companies, universities and non-profits alike and gives businesses a key tool to enable corporate change. For the first time, companies are able to instantly communicate process changes to all of their employees, in any workflow or application, giving them access to real-time information when and where they need it. 

Our experience with Spekit has exceeded our expectations. Spekit has helped us dramatically reduce our onboarding and ramp up time for new hires and newly promoted employees. Spekit has also been a key part of every new feature or business process we deploy to our user community – everything is documented and presented to our users with Spekit. 

Marshall King, SVP IT Solutions

How is Spekit unique?

Inspired by both walkthrough solutions and traditional LMS/Knowledge bases, Spekit creates an end-to-end learning experience that combines customer favorite features from existing learning solutions on the market, but specifically designed with applications (and remote learners) in mind.

In fact, Spekit was born as a result of the frustration felt by Spekit Founders, Melanie and Zari, around the fragility and manual effort required to build silo’d digital walkthroughs and the ineffectiveness of traditional Learning Management System (LMS) courses for training employees on their applications, especially on small changes. 

Spekit uniquely integrates with Salesforce and uses your data model metadata (Fields, Picklists, Objects) as a baseline to build your training. While all of the training and documentation is stored in a centralized knowledge base (with separate Data Dictionary UI), Spekit uses a suite a extensions to automatically and contextually surface your knowledge to employees everywhere they work so that they can learn as they go.

  Knowledge Base + Data Dictionary

    Extensions (Chrome, Outlook)

 

The ability to have a data dictionary and a wiki is priceless for my team. A one-stop-shop for keeping documentation and training materials up to date with ease. This product is a true gem and worth its weight in gold. Your user adoption will sky rocket and you will be a true #AwesomeAdmin !

Rod Tyler, Salesforce Admin

Zodiac Pool Systems

 

Knowledge embedded automatically where your users need it

 

Spekit automatically surfaces your knowledge and training, right where your team needs it in any application.

 Relate Speks to Objects for easy reference.

 

 

Improve your Data Quality by eliminating confusion around your data. 

Spekit can be added to any picklist, field or object in Salesforce to bring context to your data. 

 

Add context to your stages or picklists to eliminate confusion

 

 

Effortlessly roll-out process changes to your team

Forget the days of hoping that someone read your email. Now your users will instantly get a notification about your update through the Spekit Chrome Extension, right in their workflow for easier than ever Salesforce change management.

 

 

 

Explore more of our features for Spekit for Salesforce  or watch the demo below!

 

Communicate Process Changes Where Your Team Needs to See Them.

Think back to last month, how many process changes took place in your company? What about in your Salesforce org or other applications?

Whether it’s a change to how you define one of your stages or something as simple as a new approval process for a deal exception, every single change requires some sort of communication and training to be adopted. 

In fact, without the right Salesforce change management process in place, even a small change is a recipe for bad data, frustrated users and the failure to see operational gains from that change.  According to McKinsey only 14% of transformations lead to success.

What makes micro-changes (new fields, new approval processes) so hard to manage today?

The answer is simple: time is money. 

I know first hand from my prior life managing Sales Ops (which included owning Salesforce and all productivity tools) that driving change – especially micro-ones – is painful.

It’s one thing to migrate to lightning, it’s another to add a new field to your Opportunity object. For most small changes, it’s hard to justify taking your sales team away from selling for the 10th time that quarter to train them on a simple new workflow in Salesforce.

That’s why it’s common practice to over-communicate changes by repetitively posting them in every channel possible (Email, Slack, Chatter + Team meetings) just to be sure everyone sees it. One word: Noise.  

Same goes for documentation. Most teams have Google Docs, Sales Process PowerPoints, LMS courses, cheat sheets…no wonder employees have a hard time keeping track.

New: In-App Notifications to Accelerate Change

With Spekit’s new Notifications, these micro-changes no longer need to give you or your team a headache (or data to cleanup).

Whether your users are in Salesforce or in their email, they’ll never miss another update.

 

 

Notify Your Team Where it Matters Most

Forget the days of hoping that someone read your email. Now your users will instantly get a notification about your update through the Spekit Chrome Extension, right in their workflow for easier than ever Salesforce change management.

The best part? It’s really easy to notify your users of a change. 

When updating or creating a Spek, it’s up to you to decide whether or not to notify your team.  More importantly, it’s up to you if you want to send them an email, just send in-app updates or both!

Analytics to help you monitor who has seen the change

With Spekit Analytics, keep track of which updates your users have viewed and make sure everyone is informed – whether it’s for compliance or just to give your team a hard time for saying “they read it” when we both know (now for sure) that they didn’t.

This is all included with Spekit Boost for free! 🚀🚀🚀

You read that right, this is all included as part of our free plan. What are you waiting for?

Spekit Boost is here to boost your Salesforce adoption!

Announcing Spekit Boost, designed to help your team share knowledge and drive adoption of changes in your tech stack for free.

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Case Study: How JLL brought order to chaos with Spekit

JLL DS is going through a global transformation with a major impact to how they operate globally. Learn how they used Spekit to drive adoption and train employees on Salesforce.

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