This article is a thorough WalkMe review, taking you through everything this digital adoption software has to offer:
What is Walkme?
Walkme is a cloud-based digital adoption platform (DAP). This software helps users create interactive guides and provide information using popups and other prompts.
Walkme refers to these user journeys as “walk-thrus.” These are essentially a series of steps that point out calls-to-action, direct users where to go next and highlight important bits of information.
Their tagline is “Empower users to keep pace with technology by enabling true digital adoption.”
In essence, what Walkme does is very simple yet very effective. This DAP aims to make it effortless for users to use, understand, and navigate any software, website, or app.
It does this by enabling you to add clear popups or tip balloons to a webpage or interface. Doing so allows you to point users to important information, highlight areas on the page, and add instructions.
You can also embed content into the walk-thru. This is particularly useful for onboarding materials and step-by-step guides. You can make the user pause and take action before moving on to the next step, then track their engagement.
Use WalkMe’s walkthroughs to start the onboarding and training process.
WalkMe helps initially onboard and train employees on your specific applications with walkthroughs. It provides them guided assistance through each platform so they understand how to use correctly right off the bat. It’s great for just getting started with a new tool where you want to force your users through a step-by-step training when they first come on board.
Use WalkMe to provide much needed support to your IT team by sharing walkthroughs externally.
WalkMe provides step by step guidance that provides answers to frequently asked questions (FAQ’s) on your customer-facing site and applications. When customers or prospects do not have to spend time searching for questions they are less likely to get stuck and open a help ticket. This means your IT and support team can spend more time working on projects in your roadmap and less time answering smaller questions.
Use WalkMe to find out where bottlenecks are happening with your customers and employees.
Using WalkMe walkthroughs on your external site or app, you can track and analyze usage to understand where people are getting stuck on your application or the most frequently visiting FAQs. This helps to improve the User Experience of your app or identify gaps in your support that can be filled with better training or product enhancements.
Walkme enables users to customize the look and feel of all its features. You also have a lot of control over how the walk-thrus are activated, who they’re shown to, how often, and more.
It does require heavy lifting to set up and create walkthroughs. You’ll need a different walkthrough for each process, on each app and these will not automatically update as your processes change. If you’re going to use a solution like this, it’s recommended that you hire consultants or their implementation packages to maintain over time.
How to use Walkme
To get started with Walkme, sign up for an account (they have a free plan), and you’ll be prompted to install their browser extension and app.
Then, whenever you want to create a walk-thru, add a pop up to the page you’re working on, or use any of the other tools, simply open the Walkme app.
Opening the app populates a window; here, you can name and start a new walk-thru. You’ll now notice that blue boxes appear around any icons, text, images, and other elements on your page.
Simply click one of those boxes where you want to add some text to a pop-up. For example, you might want to add some text to help a visitor navigate the page. Such as the inclusion of “click here to find out more” or “scroll down” text to guide users in a certain direction.
You can then add another popup that will appear after the visitors clicks the “next step” (or you can set it to auto-play) on the first popup.
What you’re doing is effectively taking the visitor through a series of steps, which is what Walkme is referring to when they use the term “walk-thru Giving the guidance and clarity of your page a complete digital transformation for new or returning users. .”
You have full control over when the walk-thru starts, such as auto-playing when someone opens a page or on delay. Walkme also gives you a wide range of customizable options to add your own branding or make your popups stand out.
The result is a series of steps that provide users with helpful hints and information and guides them around a webpage.
To publish your walk-thru, so it’s live on a webpage, all you have to do is add a snippet of code between the header tags for every page you want the walk-thru to appear on.
If you’re looking for alternatives to compare against Walkme, we recommend checking out:
Spekit – Spekit is the #1 digital adoption and enablement platform on the market. Spekit helps employees learn their tools and navigate process changes by accessing answers and enablement resources in real-time, everywhere they work.
Built by sales ops professionals for growing & remote teams, Spekit blends the sophistication of a modern digital adoption platform with the simplicity of a contextual knowledge base for a lightweight yet powerful solution to continuous employee training.
Salesforce said, “for many, this is a first: training a remote team 𝘸𝘩𝘪𝘭𝘦 priorities 𝗮𝗻𝗱 customer engagement shift. Spekit makes firsts feel like old habits.”
Imagine all of your incredible employee training (previously housed across Google Docs, Powerpoints, spreadsheets and video courses) consolidated into a single platform. Then, see that training surface, contextually, directly within the tools your team is using, the moment they have questions.
It’s become the leading digital adoption platform for sharing knowledge management, onboarding, driving adoption and communicating process changes in real-time, across the organization.
Guru – Guru is a knowledge management solution that delivers information to you when and where you need it. There is some overlap, but it serves a different purpose to Walkme. The strength of Guru is speeding up the workflow of team members.
Lessonly – Lessonly is a web app and browser extension that enables users to find and use training videos, data, and perform analysis as and when they need it. It’s aimed at smaller teams but provides a good solution to knowledge problems.
Whatfix – Whatfix is a digital adoption and microlearning platform that delivers contextual and personalized data as you work. You can create, share, and analyze engagement within your team and more.
Walkme has two pricing tiers;
Basic Plan – This is their freemium offering. You can get started using Walkme for free, although you’re limited to creating 3 walk-thurs and 5 individual steps per walk-thru.
This is more than enough to test out the software and get a feel for what you can do with Walkme. If you’re on the fence, there’s no reason not to sign up and test out the software.
Custom Plan – Walkme creates a custom plan for every user on a case-by-case basis. You’ll have to contact a member of their team and discuss your requirements, the size of your organization, and so on.
- Great for onboarding: Effective onboarding helps with new hire retention and morale. Walkme enables users to create smooth onboarding processes and simplify the user experience.
- Support customer-facing teams: Customer support teams are under increasing demand to provide fast solutions to customer problems. Creating walk-thrus can reduce support tickets, speed up response time, and empower your support teams with the information they need.
- Requires heavy lifting to set up and maintain: It does require heavy lifting to set up and create walkthroughs. You’ll need a different walkthrough for each process, on each app and these will not automatically update as your processes change. If you’re going to use a solution like this, it’s recommended that you hire consultants or their implementation packages to maintain over time.
- Lack of tracking analytics: One of the biggest drawbacks of WalkMe is the lack of internal tracking and analytics. You can’t identify which accounts are not using the product, so you can’t be proactive in asking them to use it.
- Advanced tools are hard to use: While the basics of WalkMe such as creating walk-thrus are simple to do, the more advanced features are difficult to get to grips with. A steep learning curve quickly kicks in as you dig deeper into the software.
Who is WalkMe For?
WalkMe has applications for organizations of any size. If your pain point is helping customers or employees better understand your software, apps, and other resources, WalkMe provides a solution.
Adding a walk-thru to any application helps new users get to grips with what’s in front of them. This means fewer support tickets and questions, smoother onboarding processes, better quality ongoing education, and more.
In this Walkme review, we tried to take you through everything this enterprise software has to offer so you can make an informed decision.
For even more information, you can also visit Walkme’s Video Hub to begin watching videos on past customer testimonials, highlighted features, and webinars.
By aiding software adoption, automating complex processes, and providing information to users, there are some real productivity and monetary gains to be made.
Our recommended tool for digital adoption and enablement is Spekit.
A thorough comparison of Guru vs Walkme vs Lessonly vs Whatfix vs Spekit.
Technology is advancing at an incredible pace. Generally speaking, this presents huge advantages and opportunities for organizations willing to adopt new technology.
The problem, however, is keeping up with new tools and software.
More so, rolling out and communicating to employees how to use these tools in their workflow to save time.
This is where Digital Adoption Platforms (DAPs) come in and bridge that gap. Moreover, DAPs are software and applications designed to simplify and streamline the use of other technology.
In this article, we’re looking at five of the best DAPs on the market: Guru, Lessonly, Walkme, Whatfix, and Spekit, and how they stack up against one another.
Why Should You Be Using a Digital Adoption Software?
Learning how to fully utilize software and tools that speed up, automate, and improve how we work can greatly impact a company’s bottom line.
The issue is often the time-consuming task of learning how to utilize these tools best. More so, rolling out that training to new hires and current employees so everyone is on the same page.
These are pain points that DAPs solve. DAPs enable employees and customers to find the information they need, as they need it.
They also enable creating a central knowledge base, providing the user with all the tools they need to create and share learning materials and step-by-step guides, and much more.
Simply put, powered by machine learning and AI, DAPs use contextual information to create tailored experiences in real-time that wouldn’t otherwise be possible.
Guru vs Walkme vs Lessonly vs Whatfix vs Spekit
Spekit is the #1 digital adoption and enablement platform that helps employees be more productive by reinforcing essential training and enablement resources where your employees are working.
This software brings all the information and training resources employees need, when they need it, while they’re working.
It has the best contextual integrations of any DAP. Meaning you and your team members can spend more time flowing through your work and less time switching via applications.
Unlike other solutions that rely solely on walkthroughs (a step-by-step click-through training) to train your team, Spekit understands that each employee learns differently. To solve for this, Spekit offers multiple ways to train your team in the applications they use every day:
- You can insert help bubbles beside defined fields, terms or picklist values and trigger notifications on process changes in their tools or via email.
- Your employees can even search a contextual knowledge base for instant answers – without ever leaving the tool they’re in or workflow they’re in the middle of.
Spekit is also the only adoption solution with a one-click Salesforce integration. If you’re using Salesforce, you can easily integrate the two, and Spekit will automatically sync the two platforms.
- Accessible through a browser extension and integrates with the tools you’re already using.
- One-click integration with the world’s #1 CRM platform Salesforce.
- Easy to set up, no technical knowledge or coding skills required.
- Detailed analytics to help create a feedback loop with your team and gain valuable insights.
- It offers out of the box customizable training content for free.
- Unlimited Users
- Unlimited Content
- Content Transfer
- Premium onboarding
- Premium Support
- Dedicated Success Manager
Spekit has three different pricing plans as follows:
Spekit Lite: Starting at $2,400/yr, their Lite Plan is ideal for small teams of up to 40 users. You can create a centralized wiki and make the information available in any workflow.
Spekit for Salesforce: Starting at $5 per user, per month. This plan is ideal for teams looking to drive the adoption of Salesforce.
Custom: There is an option to create a custom plan for large teams looking to reimagine how they train and enable employees. Moreover, Spekit’s customer success managers will help create a custom self-guided solution that meets your individual requirements.
Guru is a knowledge management solution and digital adoption platform that utilizes AI to help deliver information when and where you need it.
When you sign up with Guru, you’re prompted to install their browser extension. This, plus your main dashboard, is how you create and edit cards and the other applications you’ll be using.
In essence, Guru integrates with all of the tools you’re currently using, such as Slack, GSuite, Microsoft Teams, and so on. It’s also omnipresent in the form of a small popup on the right of your screen.
- A generous freemium plan means small teams can use Guru for free.
- The browser extension and popup on the screen’s left-hand side make integrating Guru into your workflow easy and non-intrusive.
- No technical knowledge or coding skills required.
- The card format is easy to use and brings contextual information into your workflow. You can easily click and edit cards at any time.
- It enables team members to share information and communicate organization-wide in real-time.
- A wide range of integrations means you can bring Guru into your existing workflow with minimal disruption.
- The AI isn’t perfect. Sometimes, you’ll find yourself digging through cards.
- Sometimes you’ll need to leave your workflow and open the Web App to find information.
- While intuitive to use, for the most part, there aren’t a lot of prompts when first using Guru. Therefore, you need to dig into their help center for answers.
Smaller teams looking to try out Guru can get started for free. In addition, for teams of up to 10 users, you can use most of Guru’s features without paying a penny.
As soon as you add an 11th member, you will start paying $7 for every team member using the software. That means the starting price is $77/mo.
Guru also has two upgrade plans that come with some additional features. These are priced as follows:
Builder Plan – $14 per user, per month
Expert Plan – $24 per user, per month
Both of these plans come with a 30-day free trial with no credit card required. From a pricing standpoint, however, Guru couldn’t have made their software any more accessible.
Walkme is a cloud-based DAP that enables users to create what they call “walkthrough.” Walkthroughs are interactive guides that consist of popups and prompts that take users through a step-by-step process on any given page or app.
Walkme is a simple software, as all good DAPs should be. When well-executed, however, you can create some awesome step-by-step guides and instructions that’ll save users a lot of time.
To get started using this software, you need to install a browser extension and a Web App. When you’re on a page or in an app that you want to create some instructions for, simply open the app.
You can then click anywhere on the page and add a popup bubble. Moreover, these pop-ups are fully customizable; you can add any text, video, or other media you want the user to see.
To make your walkthrough live, all you have to do is add the HTML code to the page’s header (s) you want it to appear on.
- Very intuitive to use, almost no training is required.
- Great for creating guides to train and onboard team members, product walkthrough, and aiding customer journeys.
- A wide range of customizations means you can add your branding easily.
- Easy to roll out training materials and guides organization-wide in real-time.
- While great at what it does – creating walkthroughs – lacks some of the functionality other DAPs offer.
- It can take weeks to create a walkthrough that automatically breaks every time a process changes, whereas creating training in Spekit is as easy as writing an email.
- There isn’t a good deal of analytics on the backend to make informed improvements.
- Lack of pricing transparency is always frustrating.
Walkme has two pricing plans as follows:
Basic Plan: This is their free plan so you can test out their software. It’s quite limited, enabling you to create just 3 unique walkthroughs with a maximum of 5 steps per walkthrough.
They’ve clearly designed to plan to enable you to try out their software and get a feel for how to create walkthroughs.
I can’t complain about that, however, it’s fair to say you’ll need to upgrade to a paid plan to use this software across your organization.
Custom Plan: Walkme has one paid plan. You’ll need to contact them to work out a price based on expected usage, the size of your organization, and so on.
It’s always disappointing not to have set pricing. But this does give you more flexibility to work out a price tailored to your usage.
Lessonly is a web-based DAP and learning management system (LMS) that enables organizations to create easy to consume lessons, training courses, and onboarding materials.
The core of this software is creating, sharing, and tracking engagement with training material. For this reason, it’s primarily used by human resources and training departments. However, we can see some good applications for smaller organizations and teams.
The platform contains a robust set of tools, all accessed through one interface. It’s effortless to pick up and use. Additionally, Many widgets and elements are drag and drop, and Lessonly has one of the cleanest and simplest interfaces we’ve seen.
If you’re looking to create engaging training materials to share with your team, Lessonly makes it a breeze.
Lessonly differs from Spekit, Walkme and Guru in that it’s less contextual than those two platforms. You’re creating training and resources to be viewed by users rather than delivering information relevant to their workflow.
- Intuitive interface and user-friendly UX.
- Wide range of all-encompassing learning tools with simple drag and drop functionality.
- Ability to assign permissions and easily share content with your team.
- Detailed insights and analytics to track engagement and identify areas for improvement
- White labeling enables you to share training materials externally with your branding.
- Integrates with a wide range of popular tools.
- Doesn’t deliver information contextually like some other platforms.
- Their Pro Plan doesn’t enable webcam or screen recording.
- It’s almost too simple in places and is lacking some advanced features other tools have.
Lessonly has two pricing plans as follows:
Pro: This plan includes a personal Client Experience Manager and gives you easy access to their lesson builder, interactive quizzes, automation and triggers, and some other features.
Pro + Coaching: This plan includes everything in the Pro Plan, along with webcam and screen capture capability, some interactive practice and feedback tools, and more.
Lessonly doesn’t have any set pricing for either of these plans. You need to call a member of their team to discuss a custom price.
Whatfix is a digital adoption platform that guides users across enterprise apps with contextual and interactive information in real-time.
This software drives digital adoption through a few key features:
Learning in workflow – You can deliver or call for contextual information when and where it’s needed without leaving your workflow.
In-app guidance – Integrate Whatfix with your existing tools and add walkthroughs and step-by-step guides.
Automation and AI – Whatfix uses AI to help you identify repetitive tasks that can be automated. In addition, it enables users to find answers in-app, utilize chatbots, and some other tools that take tasks off your hands.
Analytics – Comprehensive backend analytics enable you to track and measure the number of users viewing data, how they’re engaging with it, and gather real-time feedback via surveys.
A lot of large organizations use Whatfix with customer-facing teams. By creating user guides, you’ll experience a reduction in calls and support tickets. In addition, this saves you precious time and money while giving your customers a better experience.
- The ability to produce contextual information keeps employees in their workflow.
- Free onboarding with the first roll out and ongoing support.
- The editor is easy to use with no prior experience or technical know-how needed.
- Can access SCORM-compliant courses within the app.
- Mobile responsive and supports hybrid HTML5 mobile apps.
- Some of the interfaces look cluttered, plus you can’t always see all the information you need on one screen.
- Lack of pricing transparency is frustrating.
- The number of style customizations and formatting options is limited.
Whatfix doesn’t have any set pricing plans. You need to contact a member of their team for a custom quote and talk through their different packages.
What You Need To Consider When Picking a Digital Adoption Software
No two pieces of software are the same as are no two companies’ needs and want when it comes to digital adoption software.
Here are some of the main considerations when choosing the best DAP for your organization:
Cost should always be one of the main considerations. The good thing about DAP software is that they’re designed to save you money. Still, you always want to get the best value for money.
Of the five tools above, Spekit and Guru are competitively priced for the range of features they offer. Whatfix, Lessonly, and Walkme only provide prices on request.
Ease of Use
DAPs are designed to make using technology easy, so it should be no surprise that all of the above platforms are easy to use.
It’s still a good idea to check some reviews or take a free trial for yourself to see how intuitive the interface is for you to use and explain to others.
DAPs are only as good as the data they’re able to produce. If you’re creating training materials and step-by-step guides, you need to be able to track how many people are viewing them.
Each software has its own approach to simplifying learning and making knowledge accessible. Inevitably, one platform is going to meet your needs better than another.
Conclusion – Guru vs Walkme vs Lessonly vs Whatfix vs Spekit
Which digital adoption platform is best for you?
It’s a tough decision. The five platforms we reviewed above are all market leaders. But they do serve different purposes if you take a close look at their pros and cons.
In conclusion, Spekit is the most complete DAP in terms of features. Additionally, it also offers the most seamless integration into a person’s workflow. If you’re already using Salesforce, then it’s going to be an easy choice as it’s the only software to sync with one-click integration.
Hopefully, this head to head comparison of Guru vs Walkme vs Lessonly vs Whatfix vs Spekit has helped you better understand the benefits these platforms have to offer.
Salesforce is the most robust customer relationship management tool on the market and so it’s no surprise there are an abundance of Salesforce training resources available for those who want to learn how to use it.
Salesforce is an integrated CRM platform that enables all departments within a company to gain a shared view of every customer and make informed decisions to improve results.
As with any software, however, Salesforce will only be useful if users know how to utilize its powerful suite of tools fully.
I’m not trying to scare you. It’s not that steep of a learning curve. Part of Salesforce’s success is how easy and intuitive it is to use.
However you will need some training in order to make use of this complex and powerful tool. To make the most of this software, you’ll not only need to learn how to use it; you’ll need to keep on top of updates and changes.
The good news is that there is no shortage of options for learning how to use Salesforce.
Salesforce has developed their own certification programs, and they also have a range of detailed training databases and tools.
Additionally, there are various third-party trainers dedicated to teaching Salesforce. As well as a host of other online training materials, both paid and free.
To save you the time and stress involved with finding the right training solutions to get you and your team up to speed with Salesforce, I’ve put together a list containing 21 of the best Salesforce training resources, courses, and tools.
I’ve split them up into:
- Training Software that integrates with Salesforce
- Instructor-led training resources
- Online self-training resources
- Free training and tools
Take a look below; I’m sure you’ll find the best-suited training solution to meet your needs from these Salesforce training resources:
21+ Best Salesforce Training Resources
Spekit is the #1 training solution for Salesforce. It helps you and your team learn how to use Salesforce and access company knowledge right within the CRM itself.
It’s great for onboarding new hires so they can learn while they work. You can also create training materials, build a knowledge center, communicate with your teams, and more.
The strengths of Spekit are definitely how easy and intuitive it is to use – no coding or technical skills required – and the powerful suite of applications it offers.
- Train your team where they need it most, directly in the applications they use everyday.
- Easy to manage, set up and scale
- Communicate organization-wide with in-app alerts and notifications.
- Accessible anywhere, even on mobile
- It offers out of the box CUSTOMIZABLE training content for FREE
- Integrates directly with Salesforce to automatically surface knowledge beside defined terms, fields and picklist values.
- No automated quizzes to test knowledge comprehension (although this is being added)
- Spekit for Salesforce: Starting at $5/user/month. This plan is ideal for teams looking to drive adoption of Salesforce, migrate to Lightning, roll-out a new cloud or process (Sales Cloud, Service Cloud, CPQ, Financial Services Cloud, nCino, etc.)
- Spekit Pro: Custom pricing. This plan includes everything in Lite, along with Salesforce integration, unlimited content, premium onboarding, a dedicated success manager, and more.
Learnsmarter is a learning management system for Salesforce that helps you deliver instructor-led training.
Within the software, you can categorize training materials, build development plans, assign onboarding training, manage courses and programs in Salesforce, and much more.
Everything is available from the central dashboard, and it’s easy to get to grips with the platform with minimal training.
- Easy to create and find training materials in a central knowledgebase
- Can share information with team members with a click of a button
- Track engagement and pull management reports
- The user interface is clunky at times.
You can get started for $3/mo per user. They have some commercial training operations plans starting at $495/mo per user.
LevelJump is an outcome-based sales enablement tool that is built 100% on Salesforce and helps you and your team learn how to use the Salesforce along with their other devices.
The “outcome-based enablement” processes involve guiding sellers through readiness programs, analyzing KPIs and other metrics, and optimizing performance based on those detailed insights.
Moreover, It’s a versatile and easy to use platform. Allowing you to quickly set up onboarding processes, automated notices, emails, and organization-wide communications.
- Wide range of customizable options to personalize your experience
- Easy to use and roll out to team members to use remotely
- Some of the modules are tricky to edit
LevelJump has a straightforward plan costing $45/mo. If you need access for more than 500 users, you’ll have to contact a member of their sales team for a custom quote.
WalkMe is a digital adoption platform for sales teams that integrates with Salesforce and has dedicated Salesforce training elements.
It walks users through how to simplify using Salesforce, improve data integrity, it promotes new Salesforce features, and ultimately gives you all the tools you need to improve employee productivity and efficiency,
- AI is intelligent and often comes in handy.
- The UI is well designed, and it’s easy to navigate around the software.
- The engagement data is easy to work with and provides valuable insights.
- Some of the tools are difficult to navigate for new users.
- Basic Plan: Quotes on request only. This plan allows you three walkthroughs, up to 5 steps per walk-thru, 300 assists per month, and essential online support.
- Custom Plan: Quotes on request only. If you require more walk-thru’s than are included in their Basic Plan, their team will work out a custom plan or you.
Cornerstone is a Salesforce training platform that says they “reinvent the way sales and service teams perform with access to just-in-time training embedded within Salesforce.”
As a native Salesforce LMS platform, Cornerstone works as an extension to Salesforce while delivering training and just-in-time learning built on Force.com.
Using Cornerstone, you can extend the training to employees, customers, and partners, tack Salesforce certifications and completions, measure training performance, and accelerate productivity and performance within your organization.
- Easy to deliver targeted Salesforce training
- Collaborative learning options are fluid and easy to use
- Detailed analytics provide valuable training insights.
- Lacking some functionality and integrations offers by other tools.
Cornerstone does not offer any set monthly pricing plans. Custom quotes are available on request.
6. Stony Point
Stony Point is a Salesforce training and enablement partner providing a range of instructor-led training classes.
First, you can either sign up for a subscription and work through their off-the-shelf classes or discuss your training needs with one of their reps and build a bespoke training plan.
Secondly, It’s a standalone Salesforce training solution. You don’t get a complete integrated software as you do with Spekit, but the wide range of training modules will help get your team up to speed using Salesforce.
- Their training catalog is split into multiple areas allowing you to pick the most relevant courses.
- They have a lot of world-class tutors with a wealth of experience.
- More expensive than using integrated software and learning as you go
Stony Point Pricing
Courses range from a few hours to several days, and prices range from $300-$4,000.
Edureka! is an online learning platform enabling tutors and experts to upload their courses.
Edureka! is positioned differently from Udemy and Lynda as it offers longer, more in-depth instructor-led training courses.
Additionally, the platform is geared towards the more technical, AI, and Big Data types of courses. If you’re looking for a detailed, in-depth course, I recommend looking at what’s available.
- Flexible times and booking options
- A limited number of courses, only four Salesforce courses at the time of publishing
Courses are around the $400-$500 price range.
Simplilearn is one of the leading online boot camp and certification course providers. They offer self-paced learning, online boot camps, and corporate training options.
Self-learning gives you access to all the training material to work through at your own pace. The boot camps provide live online classroom training, free courses, and corporate training that allows you to create customized training packages for you and any team members.
Moreover, at the time of publishing, there were Salesforce administrator, developer, and app builder courses available. Each of which was labeled as “Advanced” and went into considerable depth.
- Flexible training opinions with both instructor-led and self-learning options
- Detailed course overviews and intro videos provide insight into the training materials.
- A limited number of courses
Courses range from $500-$2,000 for a group boot camp.
Salesforce Training is an instructor-led training company. They are Salesforce Certified and headed up by trainer Mark Christie.
Mark has held several high-level sales positions. As he acquired Salesforce training himself and gained consulting experience, he transitioned into a full-time Salesforce trainer.
You can learn any aspect of Salesforce or take certification courses with Mark. However, he operates on a quote only basis; you can schedule a call to work out a customized training plan via their site.
Trailhead is a learning platform by Salesforce. It’s more than just a database of information; it’s a fun and engaging way to learn about Salesforce by completing “trails.”
Moreover, you can earn badges and points as you progress through your chosen trail. Trails are based on which career, such as administrator, developer, sales marketing, etc., you would want to specialize in.
Being a Salesforce app, it’s no surprise that Trailhead is one of the most comprehensive Salesforce learning platforms. The only drawback being it’s a self-led platform, employees will have to work through it at their own pace.
Udemy is one of the largest online learning and teaching marketplaces, with more than 35 million students globally.
If you’re looking for any online training, it’s always a good idea to check what’s on Udemy. I took a look at the Salesforce courses, and at the time of writing this, there were 792 different courses.
Above all, the courses are categorized well. You choose between certifications, different roles, more specific tasks like integrating tools, using analytics, and much more.
Lynda is an online learning platform similar to Udemy. Experts can upload their training courses, and you can enroll either as an individual student, or you can purchase a group membership and open it up to your employees.
Just like Udemy, Lynda has more than 700 different Salesforce courses. Meaning, there’s an excellent chance you’re going to find what you’re looking for.
You can take a peek at any course before committing, and there is also an option to start with a free month for new customers.
LinkedIn Learning is a subsidiary of the professional networking site LinkedIn. It’s an online learning platform offering paid memberships and individual course sales.
Additionally, the platform was founded as Lynda.com, an online course platform already covered above. LinkedIn bought the platform and added the courses and learning materials to their brand.
I recommend checking out LinkedIn Learning and Lynda as there are some different courses, and it’s a great way to network with other Salesforce professionals.
14. Salesforce’s YouTube Channel
If you want to learn about various Salesforce applications, tools, and features at your own pace by watching videos – their YouTube channel is a perfect fit.
You’re not able to learn about specific things, and there is no structure as you would get with instructor-led training. It’s free, however, and you can work through the videos of your choosing at your own pace.
If you want to learn how to perform certain functions or troubleshoot an issue and later relay that info to your team, it’s worth taking a look through their video content.
It doesn’t do any harm to follow some of the Salesforce team on Twitter. You never know what tips and sneak previews you might be among the first to hear about.
Additionally, some of the Salesforce exec’s and top management are very active on Twitter, too. Tweeting regularly not just about Salesforce, but about entrepreneurship and business as well.
Here are some of the accounts I recommend the following:
16. Salesforce Ben
SalesforceBen is one of the most popular blogs dedicated to Salesforce in the world. The founder, Ben McCarthy, has been working in the Salesforce ecosystem since 2012. He found the Salesforce platform so instrumental to his success; he decided to start a blog about it.
By subscribing to their mailing list, you’ll join 25,000+ other Salesforce enthusiasts, and you’ll be sent a free eBook “Top 10 Salesforce Certification Tips”.
If you’re going to be part of the Salesforce ecosystem in the future, as I’m sure you will be, or if you’re already using the platform, it makes sense to join this community.
There are few better places to get quality information than directly from the developers and staff at Salesforce.
Salesforce has built a comprehensive Developed Documentation database. As a result, It’s not in the easy to digest format you’d expect with training modules, but that’s some golden information if you’re willing to put the time into digging.
Furthermore, it’s updated regularly too. I recommend adding this site as a bookmark and checking if you have any specific queries or questions.
Salesforce has also put together detailed Tip Sheets and Implementation Guides within their Trailblazer Community.
This is essentially similar to a knowledge base. Here you’ll find everything from how to set up Salesforce and get started using the platform, all the way through to step-by-step advanced user guides.
Most of the information is presented in ready to print PDF formats. Handy if you prefer to have physical copies of user guides.
If you want to involve yourself in the Salesforce community and learn simultaneously, you should book a seat at one of their upcoming live webinars or events.
Additionally, most events open up with an introduction from Salesforce staff, then work through a schedule of insights from Trailblazers, industry experts, Salesforce reps, and sneak peeks are revealed.
You don’t need to feel like you’ve been missing out either; you can go back into their archives and watch any of their past events.
20. Third-Party YouTube Channels
I mentioned the Salesforce YouTube channel already, and their content is excellent. Sometimes, however, it helps to watch videos made by other Salesforce users and trainers.
Here are some of the best training videos and tutorials I was able to find at the time of writing this:
These channels are also hosting lots of other Salesforce videos and training materials. As a result, it is a great free alternative to paid training videos but requires some time on your part to go through them.
I’ve included this written blog post called Salesforce Tutorial as a free resource as there is a decent amount of value in this post, and it’ll help point you in the direction of where you want to go.
There is the option to enroll in a paid course with Jan Bask. This post covers a lot of the fundamentals behind understanding Salesforce and getting started, however.
It covers some background on what Salesforce is and why people use it. Explains what Cloud computing is, how Salesforce is different from traditional IT methods, why so many organizations worldwide rely on this CRM, and more.
A great starting point if you’re looking for an introduction and overview of Salesforce to share with your team.
In conclusion, as you can see from the above list of Salesforce training resources, due to the popularity and how useful Salesforce is, there is no shortage of training resources – both free and paid.
I’ve covered fully integrated software solutions like Spekit that will teach you and your team how to use Salesforce along with the software, as well as the best instructor-led, self-teaching, and free resources on the web.
Whatever path you decide to go down, the more detailed understanding you have of this powerful CRM, the better you can utilize it within your business and the more significant improvements you’ll see in your sales results and ROIs.
This post explains what just-in-time training and learning is, how it can benefit your organization and employees, and the tools and software that make it possible.
Just-in-time training is exactly as it sounds: a process of providing training and learning materials exactly when you need them.
In this fast-paced digital age we’re living in right now, it’s no surprise this type of learning is becoming increasingly popular.
We’ve become accustomed to – and even expect in some industries – to have information at our fingertips.
What Is Just-in-Time Training and Learning?
Just-in-time learning is an approach to learning that makes information and learning resources available to employees 24/7 or exactly when they need it.
You can do this in several ways. For example, you can create a knowledge base that employees can browse at their leisure, provide training materials promptly, react in real-time with feedback, and so on.
The one constant when it comes to just-in-time training is that effective knowledge base software is essential in order to facilitate successfully.
Spekit is the #1 just-in-time training and knowledge base software on the market. If you want to adopt this training method, Spekit has all the tools and features to make it possible.
It integrates with other tools you’re already using and makes creating learning materials quick and easy. Spekit also enables you to consolidate knowledge across your organization, share and monitor employee engagement in real-time, and much more.
Benefits of Using Just-in-Time Learning
Some of the key benefits of adopting just-in-time learning within an organization include:
Increased Access To Learning Materials
Just-in-time learning means making learning materials available as and when they’re required. Adopting this ethos means increasing access to training resources organization-wide.
This means employees can find the information they need on time. Improving their professional development and helping them better perform in their roles.
Speeds up Learning Curve
People learn faster when all the information they need is readily available. This is why people learn faster “on the job” or while being mentored.
Time is money. It’s no secret there is a correlation between the speed in which an employee can perform their role and a company’s bottom line. Providing training materials just-in-time increases an employee’s learning curve and professional development.
Promotes More Cohesive Team Work
Cohesive and strong teamwork is the backbone of any successful organization. Just-in-time learning empowers teams with all the information they need, wherever they’re based.
The knock-on effect is better communication, improved morale, and the knowledge to better support one another.
With all of these benefits, if you want to adopt just-in-time training within your organization, here are 11+ of the best practices:
11+ Best Practices for Just-in-Time Training and Learning
1. Use a System/Software That Supports Just-in-Time Learning
The effectiveness and the scale in which you can roll out just-in-time learning will be limited to how effective your software and technology is.
Several types of platforms may be suitable, depending on your individual needs. Typically, organizations use microlearning, knowledge base, and digital adoption platforms.
These platforms enable users to create a wide range of training materials and resources and quickly share or roll them out.
Spekit is the market leader in this field. It’s a microlearning platform that can facilitate just-in-time learning and more.
This software integrates seamlessly with other tools. It makes creating and sharing content quick and easy, works contextually so users do not need to leave their workflow, and tracks how people engage with the content they’re consuming.
2. Identify and Categorize What Is Needed “Just-in-Time”
When making learning materials available to others in your organization, the challenge is identifying which materials are needed just-in-time.
Training materials should always be highly relevant, easy to follow, tailored to the people consuming it, and as detailed as possible. Namely, you must determine which learning materials are readily available when needed for just-in-time materials.
If you are unsure, you can send out a poll or ask for your employees’ feedback. For instance, ask them what their pain points are, what if anything is holding them back daily, and their professional development needs.
3. Cultivate a Learning Culture
Providing any form of training is only half of the solution. Equally important, the other half is cultivating a culture where training is welcomed and used correctly.
The fundamentals behind creating a learning culture include:
Support – Even experienced employees may need help with their training. Thus, make sure everyone understands the training platform you’re using, what’s expected of them, and that there is support in place to answer any questions.
Communication – Good communication is core to the success of any organization. Also, the better the communication, the more cohesive and effective people can do their jobs and work as a team. This also applies to how effectively employees can complete their training.
Quality of training – Everyone has their own unique training needs. Accordingly, this may be in the form of content, such as video or written content. Otherwise, it may come down to how detailed and informative the training is.
Accountability – Employees need to be held accountable for their own actions and behaviors. HR personnel or whoever is delivering the training also need to track the engagement from employees.
Good just-in-time software makes hitting all of these metrics easy. The software will track engagement for you, giving you the ability to run reports and look at the analytics.
It will also provide the platform for employees to communicate with each other, use the central knowledgebase, and much more.
4. Elearning Should Be Easy To Digest
The way e-learning materials are created and shared is always changing. In fact, the most noticeable changes over the years have been the format and length of e-learning training materials.
We know now that shorter, more direct content is most effective. People’s attention spans are the shortest they’ve ever been. If you don’t deliver learning materials in small bite-sized chunks, people will lose interest.
This is why corporations of all sizes use Learning Management Systems (LMS) and Microlearning Platforms to deliver their training. Not only do these platforms give you all the tools to create and share training, but they also promote short, actionable content.
The need for quick, actionable content is even more relevant when talking about just-in-time learning. Indeed, the context behind just-in-time is that the information is available when it’s needed.
5. Utilize Multimedia
Multimedia is the term used to describe using more than one medium of media when delivering training.
Some of the most common types of learning and training media formats include:
- Multiple choice
- Real-world examples
- Questions and answers
The types and formats you use will largely depend on how your employees receive the learning materials and the nature of the content.
The important thing is that you utilize different media forms to make your learning materials as timely and as easy to consume for your employees as possible.
For example, if your team is remote and primarily using mobile devices, large amounts of text may be hard for them to work through. Video works well on mobile, as does images and multiple-choice questions.
Likewise, some industries rely heavily on video content to show the user visuals of what they need to know. Without visuals, some learning materials are difficult and certainly more time-consuming and confusing.
6. Build/Organize A Central Knowledge Base
An effective training strategy should always involve creating a central knowledge base. Truly, this is easily facilitated using Knowledge Base Software like Spekit.
A central knowledge base is a repository where information is stored. When talking about training and learning, it’s the place where all your training materials will be stored.
They can be crucial for just-in-time learning as you can make all of your training resources available 24/7. Enabling employees to find and use the resources they need as and when they need it.
For this reason, you must build a knowledge base that is easy for employees to find what they’re looking for.
This means organizing the data in a way that’s intuitive for the user to navigate. Or, with some self-explanatory instructions on how they can quickly find what they need.
7. Collect Feedback from Employees
Collecting feedback is often an overlooked element of delivering training and improving how an organization approaches ongoing development.
Employees will rarely reach out if their training needs are not being met. Consequently, it’s up to the HR department, training administrators, or whoever is providing the training to proactively reach out to find out if their training needs are being met.
The easiest way to do this is by giving them an avenue to provide feedback. This can be a short questionnaire at the end of a training module or sent out at a separate time.
However you approach it, it’s essential that you proactively ask for feedback. The information you get back will help you better tailor your training in the future to meet employee’s needs.
8. Measure the Results
This ties in with some of the other points already raised. Measuring results and engagement with your learning materials will give you valuable insights into how effective it is.
Again, good microlearning or LMS software makes this possible. You will be able to track how many employees are viewing your training materials, their progress, gather real-time feedback, and more.
Gathering feedback is great for improving future training and making adjustments. But measuring the results in real-time can provide you with some areas for improvement that aren’t visible from the user’s perspective.
9. Integrate Social Interactions
Most online training activities are asynchronous and typically completed by individuals on their own.
A good practice to improve the effectiveness of training, and this doesn’t only apply to just-in-time training, is to integrate social interactions and teamwork.
This means creating training materials that employees can (or have to) complete with team members. This promotes teamwork and encourages employees to undertake training quicker.
10. Focus on Work-Related Skills and Tasks
One of the main benefits of just-in-time training over regular training is that you can target “pain points” that have an immediate impact.
For this reason, it’s good practice to focus on work-related tasks and highly relevant topics when creating resources intended for just-in-time training.
An example of this would be onboarding materials or identifying skill gaps employees must fill as they progress in their roles.
If you’re unsure what skills and tasks these are within certain departments, start by asking for feedback.
11. Provide Real-World Examples, Not Just Information
Another best practice when creating training and learning materials is to include real-world examples where possible.
Most people learn and retain information better when they can tie it in with a real-world example. Essentially this enables them to add context or put a relatable situation in their mind when they’re learning.
In addition, employees can take what they’ve learned and actually put it into practice too. It’s a great way to help learners identify their strengths and weaknesses.
After reading through this post, it should be easy to see why just-in-time training and learning are becoming increasingly popular.
With the aid of sophisticated software like Spekit to speed up the process and automate most of the processes, it’s really a no-brainer.
Ryan Sarpalius, has built learning programs to support the scaling of some of the world’s fastest-growing organizations including his current role at Facebook and previously, Uber. He joined Spekit CEO, Melanie Fellay, to peel the layers of the learning onion in a no slides, all insights, fireside chat.