walkme review

WalkMe Review

This article is a thorough WalkMe review, taking you through everything this digital adoption software has to offer:

What is Walkme?

walkme review
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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.”

Walkme Review

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.

Walkme Alternatives

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.

spekit platform

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 Pricing

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.

Walkme Review Pricing

Walkme Pros

  • 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.

Walkme Cons

  • 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.

Conclusion

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.

Also read: Walkme vs Guru vs Whatfix vs Lessonly vs Spekit

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.

just in time training

11+ Best Practices for Just-in-time Training and Learning

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 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.

just in time learning

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.

just in time training

Some of the most common types of learning and training media formats include:

  • Video
  • Audio
  • Text
  • Multiple choice
  • Real-world examples
  • Questions and answers
  • Webinars

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.

Final Thoughts

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.

Vidoe Ryan

Designing a data-driven learning strategy with Ryan Sarpalius from Facebook

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.

Read more

Best Knowledge Management

7+ Best Knowledge Management Software & Systems

In this post, we will cover the best knowledge management software systems and how you can use them to manage data in this digital age.

We’re living in an age of big data. So much so that it’s hard even to imagine a way in which we could manage more data.

But that day will come, I’m sure.

For now, the problem most organizations are running into – especially those growing quickly – is how to store, sort, manage, and use all the information they’re collecting in a way that’s easy to interpret and efficient.

This is where knowledge management software and systems come in to save the day.

Knowledge management software is designed to help manage all of the information that your organization is creating in a way that is accessible across the business.

There’s a limit to how much data individual apps and tools can manage. There is also a limit to how organized someone can be with documenting their processes. 

If you want to make managing and using company knowledge and intelligence easier as your business grows, using a good knowledge management software or system is crucial.

What is knowledge management software?

Simply put, knowledge management software will store and organize information, then present it in a way that is easy for employees and customers to use.

At its best, good knowledge management software will create a knowledge pool for all the data an organization or company has and enable users to use it in dynamic ways.

This enables companies to improve employee retention, customer satisfaction, and acquisition, identify and improve KPIs, and improve other metrics that positively impact their bottom line. 

As many a philosopher has said over the years, “Knowledge is power.”

Whether you’re looking for effective document management or reliable content management; Knowledge management tools give you the power to organize and make informed decisions based on your actual data.

Benefits of knowledge management software

Here are some of the key benefits of using this form of knowledge base software:

Centralized data

Streamlining data from multiple sources and teammates into one place, where anyone can access it, solves many issues on its own.

Good knowledge management software will allow you to connect other tools and import your data. 

With better knowledge sharing, you can arrange it how you want the end-user to see it – all in one place.

Personalized interactions

When data is up-to-date and readily available, employees can use it to make customer interactions more personal and informed.

This helps to build relationships and create a better customer experience, improving the service you’re offering. 

The same applies to internal communications and training, unique solutions are always better received.

Measurable ROIs

Being able to pull real-time analytics, goals, information, processes, alerts, and KPIs is invaluable to any business.

Knowledge management software is among the most effective software regarding keeping everyone clued in to company wide KPIs and tracking them in real time. 

As you’ll see from the list below, these benefits only scratch the surface of what this software is capable of.

With this in mind, here are 7 of the best knowledge management software and systems to consider introducing into your business:

7+ Best Knowledge Management Software & Systems

Spekit

Spekit invites users to “Step into the future of work.” This knowledge management software is an in-app learning platform that enables you to streamline and customize all of your employee training materials and company knowledge.

As the only Salesforce Certified Partner that integrates seamlessly with the leading CRM software, you also have some powerful employee training tools at your fingertips.

Built for growing and remote teams, Spekit brings together a simple and fully customizable dashboard along with an intuitive set of tools capable of delivering powerful analytics and reporting options.

Pros

  • Easy to use interface and simple onboarding process
  • Seamless integration with a long list of tools
  • Consolidate a knowledge base across your organization in a centralized wiki
  • Easily tailor training materials to meet the individual needs of your employees 

Cons

  • The number of options can feel overwhelming at first

Spekit Pricing

  • Spekit Lite: $10/mo. This plan is ideal for small teams. Included is free training content, their Wiki knowledge base, Slack integration, and more.
  • Spekit Pro: $custom. This plan includes everything in Lite, along with Salesforce integration, unlimited content, premium onboarding, a dedicated success manager, and more.

Guru

Guru is a real-time knowledge management system. Its intelligent software goes through a simple 3-step process:

  1. Capturing your team’s most valuable information and organizing it
  2. Transforming that information into workable, trackable knowledge
  3. Delivering that information when you need it, in the best format

The thing that separates Guru from many other knowledge-based tools and software on the market is its AI technology.

The more you use Guru, the smarter and more in tune with you it becomes. It will find you when you’re working and help you by using the information stored in its internal knowledge bases.

knowledge management software

Pros

  • Modern, clean interface, straightforward to use
  • Knowledge starts to trigger from typing as the AI learns about you
  • Good range of integrations with other tools
  • Content organization options are among its most vital tools

Cons

  • The AI doesn’t always deliver the desired results
  • Can be slow and clunky at times

Guru Pricing

  • Starter Plan: FREE. This plan is perfect for small teams looking to get started and try out Guru’s AI. You get the browser extension, Slack integration, GSuite, and some other tools
  • Builder Plan: $14/mo. This plan includes everything in the Starter plan, along with API access, analytics, knowledge triggers, and some other tools.
  • Expert Plan: $24/mo. This plan includes everything in the Builder plan, along with AI, suggest text, and more tools.

Whatfix

Whatfix is a DAP and knowledge management software tool. This software is designed to “empower your users to make the best use of your software applications.”

The real strengths of Whatfix revolve around its simple and customizable dashboard. You can create simple steps for your team members to follow, produce on-demand learning materials, and measure the ROI improvements using the built-in analytics.

Whatfix is best positioned to support small to medium-sized businesses with increasing customer queries and a growing database of customer details.

knowledge management software

Pros

  • Simple walkthroughs 
  • Ability to set complex conditions and triggers
  • Excellent analytics tools and alerts
  • Easy for multiple users to interlink and share content

Cons

  • Hard and slow to edit in places; could be smoother
  • The steep learning curve for staff without technical or coding knowledge

Whatfix Pricing

  • Whatfix says they have different packages for customers to choose from but need to discuss your requirements first.

Walkme

Walkme is a Digital Adoption Platform (DAP) and knowledge management system that uses artificial intelligence to help businesses streamline their workflow processes and better use their data.

Used by 30% of Fortune companies, such as Microsoft, PayPal, and BT, Walkme is well established in the market as one of the best data management software solutions for medium to large businesses.

The strength of Walkme lies in its ability to create training materials and track key metrics. It will also automate a lot of repeatable processes and highlight other areas where time can be saved.

Pros

  • Some of the best “walk thru” features of any software
  • Intuitive UI and easy to integrate with existing tools
  • Intelligent AI brings essential information to the locations where it’s needed most
  • Easy to create documentation, share, and collaborate

Cons

  • The workflow builder feels clumsy at times
  • Steep learning curve and lengthy onboarding process

Walkme Pricing

  • Basic Plan: Contact them for a quote. This plan allows you three walk-thru’s, up to 5 steps per walk-thru, 300 assists per month, and basic online support.
  • Custom Plan: Contact them for a quote. If you require more walk-thru’s than are included in their Basic Plan, their team will work out a custom plan for you.

Edcast

Edcast by MyGuide is a DAP that provides a suite of powerful tools to help organizations and employees eliminate repetitive and time-consuming tasks.

You can set up step-by-step instructions for your users, then let them get to grips with the learning materials, videos, onboarding procedures, and anything else you’ve set up.

The cloud-based software also utilizes AI-powered chatbots to help guide users and has a deep pool of media types, forms, quizzes, and more.

It works out of the box, is easy to integrate, and with pre-built guides for other popular apps, you can seamlessly connect your existing software and start streamlining your processes.

Pros

  • Smooth in-app walkthroughs with push notifications
  • Loads of pre-built guides and tools
  • Interactive sandbox to practice tasks
  • Easy to use, no coding or technical knowledge required

Cons

  • Survey feature is limited
  • UX/UI looks dated next to some of the other software

Edcast Pricing:

There are several pricing models, but each comes with a bespoke price depending on your requirements. You’ll have to contact a member of their team for a quote.

Lessonly

Lessonly’s message is a simple one; “Do Better Work”. That resonates with any business owners turning to knowledge management system to improve their processes.

This software provides all the tools you need to streamline customer service processes, onboarding, sales, managing talent, and much more.

It does so through an intuitive and simple interface, and a suite of tools that enable you to create walkthroughs, paths, guides, and more. With detailed insights on the backend to see how your materials and employees are performing.

lessonly knowledge management software

Pros

  • No prior experience or coding necessary, very simple to use
  • Lots of pre-built materials and templates to use
  • Good use of graphics and images enables anyone to create user-friendly materials

Cons

  • Content reuse options is limited
  • Lack of transparency with pricing

Lessonly Pricing

  • Pro: Contact for a custom quote. This plan gives you access to their intuitive lesson builder, quizzes, surveys, event tracking, and more.
  • Pro + Coaching: Contact for a custom quote. This plan opens up webcam and screen recording, as well as some practice tools and more.

Confluence

Confluence is an open and shared workspace that enables organizations to bring their “team’s collective intelligence together” in one centralized place.

The intuitive structure and UI makes creating pages, walkthroughs, onboarding screens, and training materials quick, easy, and scalable.

The strength of the platform is how easy it is to bring in any number of other users to collaborate, share, edit, and communicate with each other. Turning Confluence into a centralized knowledge base and wiki for all your company data.

confluence knowledge management software

Pros

  • Easy to create an informational wiki and pull information when needed
  • Can set permissions and personalize feeds for individual users
  • It makes organization-wide communication easy and seamless

Cons

  • Basic text formatting capabilities
  • Can become difficult to maintain hierarchy and structure as the number of users grows

Confluence Pricing

Confluence offers both cloud-based and self-managed pricing plans. Their plans also scale based on the number of users you require:

  • Free: FREE. You can get started for free with up to 10 users.
  • Standard: $5/mo per user. This plan opens up some more data usage and features.
  • Premium: $10/mo per user. This plan includes advanced features.

LevelJump

LevelJump is a cloud-based knowledge management software. The strength of the software is assisting small to medium-sized companies in delivering actionable data and measuring performance.

Being built 100% on Salesforce, the world’s #1 CRM, the platform is robust and detailed. It’s heavily focused on sales targets and management, but you can also connect learning objectives with job performance and set individual team members’ metrics.

Setting up onboarding programs has proven invaluable for most users, setting automated notices, emails, and communications.

Pros

  • Wide range of customizable options
  • Revenue attribution metrics and detailed analytics
  • Can enable notification to alert you when a team member is behind
  • Easy to use and roll out to team members to use remotely

Cons

  • Hard to edit some of the modules
  • Very sales-focused

LevelJump Pricing

  • One Plan, No Surprises: $45/mo. Their one price plan simplifies the costing. If you need access for more than 500 users, you’ll have to contact a member of their sales team for a custom quote.

MindTickle

MindTickle is a knowledge-based solution and sales readiness platform that helps drive business outcomes using data to transform customer-facing teams.

This could be your sales teams, customer success teams, or support groups. If you’re collecting data on how your teams are performing, MindTickle will turn it into actionable outcomes.

On a basic level, MindTickle makes sharing information within an organization easy. The deeper you dig into the platform, the more areas for improvement you will identify, and with the help of MindTickle, you can improve your execution.

Mindtickle knowledge management software

Pros

  • Microlearning and mobile capabilities
  • Personalized quiz-based scenarios
  • AI insights and feedback
  • Easy to navigate through multimedia learning materials

Cons

  • Navigation can be confusing and the search function is weak
  • Not a lot of variation in the types of exercises

MindTickle Pricing

  • Mindtickle doesn’t have any set monthly pricing plans. Contact a member of their team to arrange a custom plan.

Trainual

Trainual is a powerful learning management system (LMS) and a knowledge management platform. It provides a range of tools and features to help you create and share onboarding and training materials, SOPs, wikis, processes, and more.

This software integrates with all major platforms, such as Dropbox, Asana, Slack, Basecamp, and more. Meaning, you can easily start using Trainual to capture, streamline, and use data from the tools you’re already using.

With so many areas where Trainual can save organizations time and money, it’s no surprise companies of all sizes such as Stanford University and UPS rely on this software to streamline their processes.

Trainual knowledge management software

Pros

  • 7-day free trial enabling you to test the platform before committing
  • Create simple step-by-step training guides with ease
  • Tests and quizzes are fun to create and engaging
  • Huge range of detailed reporting options 

Cons

  • Difficult to add branding and customize
  • Currently no in-app video platform

Trainual Pricing

  • PRO: $99/month. This plan gives you access to unlimited, templates, documentation and training materials, along with some other tools.
  • Premium: $149/mo. This plan includes all the features in their PRO plan, in addition, you also get phone support and coaching, screen recording, access to stock photo libraries, and more.

TalentLMS

Talent is a cloud-based LMS that makes setting up and accessing training materials and knowledge easy from any device, anywhere, and at any time. 

You can do everything from quickly recording screen captures and walkthroughs to share with your team, to creating comprehensive courses.

The range of features spans creating surveys, learning materials for onboarding and ongoing training, certifications, pulling reports, and lots more.

Using TalentLMS is intuitive and rewarding. Not only is the UX clean and easy to navigate, but they also utilize super-fast servers combined with Amazon’s CDN to ensure speedy file sharing.

talent LMS knowledge management software

Pros

  • Can easily white-label learning materials to share externally
  • Homepage and dashboard is fully customizable and even accepts custom CSS
  • Native applications for iOS and Android devices
  • Superfast cloud servers for speedy file delivery and sharing

Cons

  • Some of the features are tricky to use without basic coding knowledge

TalentLMS Pricing

TalentLMS has a number of monthly plans that scale up as you need for additional users also does as follows:

  • Free: FREE. You can get started for free with up to 5 users and 10 courses.
  • Starter: $59/mo. This plan enables up to 40 users and unlimited courses.
  • Basic: $129/mo. This plan enables up to 100 users and unlimited courses.
  • Plus: $249/mo. This plan enables up to 500 users and unlimited courses.
  • Premium: $429/mo.This plan enables up to 1000 users and unlimited courses.

Brainshark

Brainshark has been helping companies better improve how they communicate with, educate, and prepare their client-facing teams for more than two decades.

This LMS and knowledge management software provides some powerful tools, primarily focused on client-facing and sales teams.

These tools include onboarding and training materials, content authoring tools, coaching resources, scorecards to track progress, content management, and more.

If you want to improve and track the efficiency of your client-focused teams, Brainshark has all the tools to do so. From front-end training resources and materials to detailed data on the backend, you can track and improve how your employees are performing.

brainshark knowledge management software

Pros

  • Easy to create and manage all your content from a centralized portal
  • Detailed analytics enable you to identify key areas for improvement and monitor KPIs
  • Dynamic quiz options and scorecards help to diagnose skill gaps and performance

Cons

  • The sales-focused tools will not suit all business types
  • Limited editing capabilities when creating content, almost over-simplified in places

Brainshark Pricing

PRO: Custom quotes on request. This plan gives you access to all of their content and training applications.

Premier: Custom quotes on request. This plan includes all the features in their Premier plan plus their Coaching and Practice tools.

Final Thoughts

As you can see from the seven knowledge management software we listed above, they vary significantly in the tools, applications, uses, and pricing.

When deciding on which software you want to try, always reach out to their support team and ask for a full demo of their product before deciding which knowledge management solution fits you and your business best.

Microlearning Platforms Best

7+ Best Microlearning Platforms

In this post, we will discuss the best microlearning platforms that are designed to help streamline learning information in this digital age.

Today, we have access to volumes of information from multiple sources all at our fingertips. It’s all too easy to get overloaded with information and over complicate the simple things.

This is where microlearning platforms come in. LMS software with built-in authoring tools make elearning a breeze.

In this post, we will discuss how Microlearning platforms are designed to help. These platforms gather as much information as you can throw at them, then streamline it in a way that makes learning and communication easy — in bite sized pieces. For instance, some platforms even use gamification as a way to engage users while they learn. 

They are commonly used by large organizations to deliver corporate training and provide HR solutions. However, the right microlearning platform is equally valuable to an entrepreneur or small business in need of streamlining information and improving their workflow.

If you’re still trying to train your teams and communicate using Powerpoint, webinars, and various documents buried in files, Google Docs, and other places – using a microlearning platform is going to be a real game-changer for you.

What are microlearning platforms?

The term “microlearning” is used in education to explain a strategy of breaking down topics into short-form, stand-alone units.

By learning content then breaking down the information into smaller units, it’s easier for the recipient to digest and retain. This isn’t only true in the educational sector with elearning; similarly, it also applies to onboarding and ongoing training within organizations. 

In fact, studies have shown that a strong onboarding process can improve new hire retention by 82% and productivity by over 70%.

If your onboarding materials and instructional design are less than organized and easy for new employees to follow, it could be impacting your bottom line in a big way.

As for training and continual development, IBM Training states, on average, there is a 16% increase in customer satisfaction among companies using learning technology. With the help of a microlearning course, you could soon be seeing a dramatic increase in your learner engagement. 

Another strong indication that you could improve your bottom line by being adaptive and implementing microlearning software into your business.

What should you expect from the top microlearning platforms?

As with most software and tech, no two microlearning platforms are the same. Though the concept is always the same; they are designed to help you deliver training materials and track key performance metrics.

However, some core elements separate the good from the great when it comes to microlearning platforms.

The key things to look out for – which we’ve verified all the tools we’ve reviewed in this post has – are:

  • Intuitive and intelligent UX designs and ease of use
  • Wide range of interaction and connectivity with other tools 
  • Team collaboration tools
  • Advanced analytics and reporting options to help you use data more efficiently
  • Ability to record, create, and share training programs, materials, and information more quickly
  • Mobile learning (IOs and/or android)
  • Easy to use authoring tools

With this in mind, here are 7 of the best microlearning platforms to consider:

The 7+ Best Microlearning Platforms

Spekit

Spekit

Spekit is the #1 microlearning platform on the market. Most importantly, it is designed to help teams be more productive by automatically populating training materials and resources inside the tools they already use.

The main standout feature of Spekit is the extensive Salesforce integration. Salesforce is a leading customer relationship management solution software; integrating it with Spekit makes streamlining employee training a breeze.

The depth of tools and customizable features in Spekit are extensive. Small touches like their Chrome extension and mobile app make this tool one of the most accessible and dynamic on the market.

Spekit microlearning platform

Pros

  • Seamless integration with tools like Salesforce, Slack, and more
  • Consolidate knowledge across your organization in a centralized wiki
  • An intuitive and smart interface delivers a user-friendly experience
  • Microlearning content surfaces contextually, across any application your team is using

Cons

  • No premium onboarding support with their Lite plan

Spekit Pricing

  • Spekit Lite: $10/mo. This plan is ideal for small teams. Included is free training content, their Wiki knowledge base, Slack integration, and more.
  • Spekit Pro: $custom. This plan includes everything in Lite, along with Salesforce integration, unlimited content, premium onboarding, a dedicated success manager, and more.

Lessonly

Lessonly

Lessonly is a “powerfully simple” learning platform. They offer an LMS style platform teams can use to take courses and practice training.

The core areas Lessonly say their software helps to tackle are; customer service, sales, training, and enterprise.

For instance, it does this by streamlining information in their knowledge database, automating newsletters and communications, tracking employee training, and enabling users to customize how they manage their work.

Lessonly microlearning platform

Pros

  • Easy to use with minimal training required
  • Clean interface and easy to create videos and share content
  • Cloud-based technology makes it easy to connect with users all over the globe

Cons

  • Knowledge lives outside of an employee’s day-to-day workflow
  • No integrations with Salesforce, Slack, other key tools
  • Limited customizations and not ideal for large teams

Lessonly Pricing

  • Pro: Contact for a custom quote. This plan gives you access to their intuitive lesson builder, quizzes, surveys, event tracking, and more.
  • Pro + Coaching: Contact for a custom quote. This plan opens up webcam and screen recording, as well as some practice tools and more.

Guru

Guru

Guru is a microlearning platform that uses AI to understand and predict when, where, and how you need knowledge without you having to look for it.

Think of Guru as a search engine for your organizational knowledge. Sitting within a Chrome Extension, you can use Guru to quickly search for documents, training and resources that are housed in other systems.

Moreover, it works with most of the tools you’re currently using and they have support staff on hand. Guru is a good solution if you’re looking to make it easy for teams to search for knowledge housed in other locations as they’re working.

Guru microlearning platform

Pros

  • Ability to set expiration dates on content and verification buttons to keep content up to date
  • No technical know-how or coding knowledge required
  • Integrations with popular tools

Cons

  • Content isn’t contextual. For example, your team still needs to go searching for the resources or answers they need.
  • AI doesn’t always deliver the right answers and can be frustrating
  • No workflow capabilities. Similarly, it cannot walk your team through processes.

Guru Pricing

  • Starter Plan: FREE. Good for small teams looking to get started and try out Guru’s AI. You get the browser extension, Slack integration, GSuite and some other tools
  • Builder Plan: $14/mo. This plan includes everything in the Starter plan, along with API access, analytics, knowledge triggers, and some other tools.
  • Expert Plan: $24/mo. This plan includes everything in the Builder plan, along with AI suggest text and more tools.

Trainual

Trainual

Self-billed as “The easiest way to train and grow your team,” Trainual is a learning management system (LMS) with a wide range of training tools.

Trainual integrates with all the major platforms, such as Slack, Dropbox, Asana, Basecamp, and more. Making it easy to capture and use data from the platforms seamlessly you’re already using, and present it to your team in the best possible way.

In conclusion, an emphasis on delivering step-by-step training and improving employee efficiency, Trainual has become a valuable tool for small to medium-sized businesses looking for LMS functionality.

Trainual microlearning platform

Pros

  • The training guides with quizzes at the end are fun and engaging
  • Extensive range of integration options
  • Real-time reporting on progress as users work through the content
  • Most importantly, a 7-day free trial so you can try before committing to a monthly plan

Cons

  • Training content and resources live outside of an employee’s day-to-day workflow
  • No integrations with Salesforce, Slack, etc.
  • Hard to customize and add on branding
  • Is lacking an in-app video platform

Trainual Pricing

  • PRO: $99/month. This plan gives you access to unlimited documentation, templates and training materials, and more.
  • Premium: $149/mo. This plan includes all the features in their PRO plan, plus phone support and coaching, screen recording, access to stock photo libraries, and more.

Whatfix

whatfix

Whatfix is a microlearning and digital adoption platform software. The core message behind this tool is to; “empower your users to make the best use of your software applications.”

For instance, it does this by providing tools to create fluid onboarding processes, effective training materials, and increasing the amount of support you offer users through contextual content when it’s needed.

Delivering step-by-step walkthroughs tailored to each individual’s needs is what makes a difference. This is what Whatfix does best, making a choice for businesses looking solely for walkthrough functionality.

whatfix microlearning platform

Pros

  • Create walkthroughs for onboarding new hires
  • Detailed analytics to measure engagement
  • Multiple users can easily share content and communicate
  • Integrates with a wide range of other tools

Cons

  • First off, it shows users where to click through walkthroughs, but doesn’t reinforce key learning and resources within a user’s day-to-day workflow
  • Interface is clunky and slow at times
  • Steep learning curve if you’ve not used similar software before
  • No Salesforce integration

Whatfix Pricing

  • Whatfix says they have different packages for customers to choose from but need to discuss your requirements first.

TalentLMS

talent LMS

TalentLMS is an award-winning LMS that makes it easy to consolidate all of your knowledge in a single platform. In just a few clicks, you can create engaging onboarding processes, learning materials, and more.

From courses and video presentations to onboarding guides, whatever your learning demands are, you can create them easily and quickly with the TalentLMS software.

Overall, the strengths of this software are how easy it is to add multiple users, organize large amounts of data, share and communicate with other users, and scale up as your organization grows.

talent microlearning platform

Pros

  • Incredibly easy to use and intuitive UI layouts
  • Quick and easy to create guides, videos and other training materials
  • Ability to create groups and categories to organize materials

Cons

  • Platform lives outside of a user’s day-to-day workflow. They must leave what they’re doing and go search for knowledge to find answers.
  • Information isn’t available contextually.
  • The text and code editors are complex and require basic coding knowledge

TalentLMS Pricing

TalentLMS has a number of monthly plans that scale up as you need for additional users, for instance:

  • Free: FREE. You can get started for free with up to 5 users and 10 courses.
  • Starter: $59/mo. This plan enables up to 40 users and unlimited courses.
  • Basic: $129/mo. This plan enables up to 100 users and unlimited courses.
  • Plus: $249/mo. This plan enables up to 500 users and unlimited courses.
  • Premium: $429/mo.This plan enables up to 1000 users and unlimited courses.

EduMe

edume

EduMe is a mobile-based microlearning platform that empowers on-the-go workers with the tools and technology they need to speed up and improve the way they work.

Using the software, you can create and deliver learning content directly to your team member’s mobile devices. Most importantly, sending out important time-sensitive communications in real-time. 

Overall, there are some great features designed to increase morale and boost motivation, such as quizzes and feedback forms. As well as detailed insights on the backend to track team member’s engagement and performance.

edume microlearning platform

Pros

  • Ideal for businesses relying on mobile communications
  • Provides insights into employee performance that can help make a real difference
  • Easy to use, nice clean visuals to work with

Cons

  • Limited compatibility with other tools
  • Ideal for mobile-first businesses, not for desktop users

EduMe Pricing

EduMe has three pricing plans; Starter, Pro, and Enterprise. You can try each for free, although you’ll need to contact them for a custom price quote.

Userguiding

userguiding

Userguiding is a microlearning tool designed to create “clawless onboarding journeys – easily educate users.”

It does this by equipping the user with tools to segment content and personalize experiences, capture insights with NPS surveys, set and track goals, creating hotspots, and track all the important metrics with detailed analytics.

Userguiding emphasizes that no technical skills or coding is required to onboard and make the most of their software, which is a huge plus when sharing access with large teams.

It has a sleek user-interface and is relatively simple to get started. This solution is designed for onboarding and educating externally facing users (e.g. your customers), first and foremost. It’s not designed for internal employee onboarding, feature adoption, etc.

userguiding microlearning platform

Pros

  • Product walkthroughs, tours, and popups are helpful
  • Detailed analytics enable intelligent insights into data
  • Goal tracking features
  • Quick onboarding and easy to use with limited technical knowledge

Cons

  • Not designed for internal employee training and process reinforcement
  • Lacking mobile support
  • Analytics tools do not go into enough depth for advanced queries

Userguiding Pricing

  • Start-Up Plan: $99/mo. This plan enables 2,000 monthly active users and a single team member. You also have access to their onboarding checklists, guides, and some other tools.
  • Growth Plan: $299/mo. This plan enables 5,000 monthly active users and unlimited team members, along with some additional tools and features.
  • Enterprise Plan: Custom pricing. If you exceed 5,000 monthly active users, you should reach out to a member of their team to work out a custom plan.

Brainshark

brainshark

Brainshark is designed to be an LMS solution specifically for sales teams. Therefore, if you’re spending a lot of time training your sales team, onboarding new staff members, improving retention, juggling various platforms, or just struggling to get your team on the same page – Brainshark can be a useful solution for consolidating your sales enablement materials.

This software has a range of tools, training modules, and features. But overall, it’s all geared around two important questions:

  • Are your sales reps ready?
  • Is all that training and coaching really working?

Brainshark gives you all the tools you need to train your reps in a uniform and quick manner. Then provides you all the data on the backend as to how they’re performing.

brainshark microlearning platform

Pros

  • Interactive video content and LMS
  • It’s easy to upload presentations one slide at a time and edit/delete individual slides
  • Fun and dynamic quiz options
  • Powerful analytics and reporting options to measure and identify areas for improvement

Cons

  • Content lives outside of your sales team’s day-to-day workflow
  • Limited editing capabilities, especially when recording audio
  • No flexibility when sharing content; everything goes out to the whole organization

Brainshark Pricing

  • PRO: Contact for a custom quote. This plan gives you access to all of their content and training applications.
  • Premier: Contact for a custom quote. This plan includes all the features in their Premier plan plus their Coaching and Practice tools.

Final Thoughts

In conclusion, you can see from our review of the 7 microlearning platforms above, each software has the same end goal in mind – to make elearning and streamlining workflows as simple as possible.

Overall, each software offers its own pros and cons, so a little due diligence is required to find the right fit for you and your teams.

Above all, if we had to pick an outright “best” solution, Spekit offers the best value in terms of functionality and price. However, Lessonly is a close second, and Guru offers something different with an AI-first approach.

Moreover, whichever software you choose, be sure to book a free demo and ask for a free trial. Getting to grips with software hands-on is the only way to make an informed decision on which tool is the right fit for your organization.