Choosing a Digital Adoption Platform: WalkMe vs Whatfix vs Spekit

With numerous digital adoption platform solutions out there today, it can feel overwhelming to select the right one for your business. This makes figuring out your strategy for change management, training, onboarding and enabling your team feel very challenging.  

However, some of the top tools – Spekit, WalkMe and Whatfix – can help you and your business:

  • Provide your team the training they need on the tools they use daily 
  • ROI on the tools and applications you have invested time and resources into
  • Help you to reinforce learning continuously 

When doing your research to select which digital adoption platform is the right one for your organization you will undoubtedly compare the strengths and weaknesses of your top choices to find the right fit. They all work toward helping you to achieve similar goals, but have different capabilities and features that need to be considered when making a selection. 

We have broken down the top digital adoption platform tools here and take a deep dive on which features matter most when it comes to what is most important.

 

Why use a digital adoption platform?

Before jumping into Spekit vs WalkMe vs Whatfix, let’s take a deeper dive into why you might be considering adding a digital adoption platform to your organization and highlight some of the top benefits they provide. 

1. During onboarding, instantly start training your team

According to the Forgetting Curve, “learners will forget an average 90% of what they learned within the first month.” When training isn’t reinforced, it never makes its way to long-term memory and onboarding programs that rely on LMS courses or classes, fall short. A digital adoption platform solves this by reinforcing learning with tool training that happens as your team is logging into their applications or doing their work. 

2. You provide resources that are available after onboarding is over

But, learning doesn’t stop after onboarding. Employees need a way to easily access answers to questions when they come up that doesn’t waste time. Digital adoption software lives in your applications to make accessing information, answering questions and empowering users simple and effective. 

3. Get the most out of your application and recognize ROI faster with a digital adoption platform 

Digital adoption software helps you achieve ROI. How? Let’s say you just installed a new application in your organization. You want to make sure that the money spent on implementing this tool is worth it. People should be taking advantage of this awesome new solution you’ve built. 

A custom application like your CRM system gives an average ROI of $8.71 for every $1 spent. But this can only happen if it is being used correctly and effectively by internal users. Digital adoption software ensures users are properly trained and armed with the knowledge to confidently use your tools. This in turn ensures you’re getting the most out of your tools as an organization. AKA: Digital adoption software = trained and empowered users = ROI.

What do you need to know about Spekit?

Let’s start with Spekit. What is it, what bennitis does it specifically offer and how does it stand apart as a digital adoption tool?

Spekit  is an in-app learning and knowledge-sharing platform that 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, onboarding, driving adoption and communicating process changes in real-time, across the organization.

 

Why Spekit?

1. Train your team where they need it most, directly in the applications they use everyday. 

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. 

2. Easy to manage, set up and scale 

Training content in Spekit is evergreen. Unlike WalkMe, where it can take weeks to create a walkthrough that automatically breaks every time a process changes, creating training in Spekit is as easy as writing an email. And, because it’s tied to terms or fields and not a specific walkthrough, you can easily update and revise as processes change without having to redo an entire step-by-step process. Because of its simplicity, you can enlist the help of subject matter experts across your org to support content creation. No need to pay professional services or consultants to manage as you scale.  

3. Accessible anywhere, even on mobile 

You can access Spekit anywhere. Yes, anywhere you work, even on mobile. Spekit integrates directly into your applications which means it is enabling your users everywhere they need it. It also has extensions that are easily accessed in applications like Outlook or on browsers like Chrome. Let’s look at some examples of what it really means to access Spekit anywhere: 

  • Maybe an employee is in Salesforce trying to remember what needs to happen to move a deal from one stage to the next. Spekit is there. 
  • Maybe they’re prospecting on LinkedIn and can’t remember what the benefits are for a certain persona. Spekit is there. 

Unlike WalkMe where you have to literally build a new walkthrough for each tool where you have a process – Spekit is automatically there wherever your employees have questions. 

4. It offers out of the box CUSTOMIZABLE training content for FREE

Out of the box content means getting up and running the minute Spekit in installed. No lag time in creating training content or defining processes, just instantly accessible information that users can access right out of the gate. This means a quick install and easy setup. But out of the box can sometimes mean a “one size fits all” approach. Not here. All content is customizable so you can alter and tailor it to meet your unique and specific needs. This also means you can add as you go. Your organization will always be evolving, changing and growing. Spekit makes it easy to ensure everyone stays on the same page.

 

What is the breakdown?

 

Spekit Features:

  • Unlimited Users
  • Unlimited Content
  • Content Transfer
  • Premium onboarding
  • Premium Support
  • Dedicated Success Manager, and more!

Spekit Price:

Spekit Lite – FREE for up to 10 users

Spekit Pro – $10/user/month 

Bottom Line:

Spekit is easy to use, easy to set up and helps you get on track to see ROI fast. If you are looking for a digital adoption platform that offers multiple ways to train your team, doesn’t break as processes change and easily scales with your org, this is the tool for you. Not sure if it’s the right one for you? No problem. Sign up for free to try out the platform and you can decide.

What do you need to know about WalkMe?

WalkMe is a digital adoption platform that allows you to create “walk through” content to train and onboard your team and customers.

 

Why WalkMe?

1. Use walkthroughs to start the onboarding and training process

Chances are high you have custom applications in your organization. Each one is unique and complex. 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. 

 

2. Provide much needed support to your IT team by sharing walkthroughs externally 

Another reason why using WalkMe as your walkthrough solution helps combat business challenges? Digital adoption applications reduce the load on your support and IT team. 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. 

 

3. 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.

 

What is the breakdown?

 

WalkMe Features:

  • Tracking and gathering of analytics
  • Walk-Thrus
  • Available on multiple browsers 
  • Available in multi languages 
  • Mobile accessibility 

WalkMe Price:

Basic price – Consultation required for pricing 

Custom plan – Consultation required for pricing 

*See their website for more pricing and package details 

Bottom Line:

WalkMe allows companies to train users and customers with walkthroughs in your app. 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.

 

What do you need to know about Whatfix?

Whatfix is a digital adoption platform that provides users with quick access to information and answers to questions where they are working. 

 

Why Whatfix?

 

1. It works across a wide range of platforms

We know that on average most companies use 37 different tools in their organization. That’s a lot of different tools to keep track of and train employees on! Whatfix works across a wide range of platforms like Salesforce, Microsoft Dynamics, Oracle, Sharepoint and more. This compatibility means an easier time training employees when you have a lot of different tools in play. 

 

2. Integrations 

Whatfix integrates with current systems, applications and tools you already have in place to help figure out the best ways to get employees to use the service. It can integrate with your LMS system to make sure you can track the progress and completion of LMS content and courses by your users. 

 

3. You can create microlearning plans 

With Whatfix, you can create microlearning plans for your users that are easy to follow and will get the up to speed on your tools and processes that are in place. It can get your users to that initial understanding of the tools you have in place, ensure that workarounds are not developed due to inadequate training and provide a centralized source of information. You can even track their progress through the microlearning plans to see if they are getting stuck or have questions that are not answered in the existing materials.

 

What is the breakdown?

Whatfix Features:

  • Customizable training plans
  • Integrations 
  • User feedback
  • Analytics on content 
  • Remote access and collaboration
  • Alerts to users about updates 

Whatfix Price:

See the Whatfix site to get a quote.  

Bottom Line:

Whatfix works well if you are juggling a lot of tools that you need to be able to train your employees on. It is also great for tailoring individualized learning plans to make the learning experience more customizable and understandable for individuals.

 

Our favorite Digital Adoption platform?

If you’re looking to only implement walkthroughs to train new users on your application, WalkMe is probably the tool for you. If you are looking for integration at the metadata level and access to a robust existing  Salesforce data dictionary, Whatfix probably isn’t the tool for you either. 

 

If you’re looking for a digital adoption platform that’s easy to set up and provides multiple ways to train your team across multiple applications, we suggest Spekit. It is a simple but powerful digital adoption platform that meets all of your initial and ongoing learning and training needs. See for yourself by signing up for free now

 

Spekit raises $2.5M to change the way employees learn and adopt technology.

  “The only thing that is constant is change” – Hericlatus

This age-old philosophical quote holds important meaning for me. The first time I heard it was as a teenager fighting my family’s move across the Atlantic. But now, as I’ve grown in my career, it’s taken on a different kind of significance. Observing several organizations transition to remote and SaaS-led workplaces, I can’t help but think of this quote – and it leads me to a burning question I can’t get out of my head:

If change is constantly happening across an organization’s processes and applications, why hasn’t someone made it easier to manage and enable employees to learn these changes?

Spekit was born to answer this question.

Today, it’s my pleasure to announce that Spekit has finalized our Seed Round financing to help accelerate our path to making this vision a reality. We are now one step closer to removing the friction that employees face, at organizations big and small, learning new applications and keeping track of the constant change that comes with today’s innovative workplace.

Spekit has been a key part of every new feature or business process we deploy. It has dramatically reduced our onboarding and ramp-up time and is an outstanding way to support your users, drive adoption and improve data quality.

Marshall King, SVP IT Solutions, JLL

Read the Case Study

This is the “uncut” version, check out this official Press Release here for the quick read.

WHERE WE CAME FROM

It all started on a gloomy October afternoon in 2017 with a cryptic slack message I sent Zari:

“Meet me by the elevators”

I’d reached a breaking point at my job. I was leaving our leadership meeting infinitely frustrated by a discussion that had centered around replacing our million-dollar CRM investment in Salesforce

Tasked with regaining the trust of our employees, I had inherited the project just a few months prior. A lot had gone wrong along the way but it was our adoption problem that was the most frustrating to me. It was frustrating because it’s not that we hadn’t tried: Each end user received a 2-hour training session, took several painful-to-create LMS courses and we had built a comprehensive 50-page PDF of need-to-knows to put at their disposal as they learn the platform.

Despite our best efforts and sizeable investment in training, our support team was overloaded with help tickets, our pipeline was unreliable and our overall data was a disaster because everyone had their own understanding of the process.

Coming out of that meeting, there was only one person that I knew felt the pain more than me and our CEO – and that was Zari. Zari was our brilliant product manager (tech guru) that worked closest to our data teams. 

So that’s when I slack’d her and we met downstairs and had this conversation:  

Mel: “Zari – wouldn’t it be nice if you didn’t spend all of your time cleaning up bad data, and instead, all of that data that you rely on was actually entered correctly and everyone had the same understanding of what it meant? And what if our team members had instant access to answers when they got stuck, when and where they needed to know them, in all of these applications we make them use? 

Zari: “Yeah. And it’d be even nicer if we could just create the documentation and training directly from these applications, so we didn’t need to manually keep track of all these constant process changes and new fields. What if a solution could just tell us what has changed in our applications so we could document these changes in a centralized place and then easily communicate them employees? 

Mel: “You’re speaking my language.”

Zari: “Yep. Let’s build it.”

And just like that, we were off to the races. Less than on year later, we launched with a booth at Dreamforce,  Salesforce’s largest SaaS conference, in front of 170,000 attendees.

HOW ARE WE DIFFERENT?

Well, to start, it’s not every day that two young women, one who grew up in Switzerland and the other who grew up in Pakistan, meet working at a startup in San Francisco and decide to take the leap into entrepreneurship together.

But that’s not what we’re here to talk about. What we’re excited about is our baby: Spekit. 

HOW IS THE PRODUCT DIFFERENT?

There are three core things that make Spekit stand apart.

1. Your training is built from your applications

First, I truly believe that our novel approach and architectural design with Spekit leaves us uniquely positioned to solve an age-old problem:

How does an organization centralize and keep its documentation up to date?  

For context, I managed our operations teams at my last company. In our Servicing Department, there was no room for error – so we lived by our process manual. Yet, even with the best measures in place to keep it up to date, this hallowed document would still regularly fail us. Why? Because a human on my team had to manually remember to update it if a change took place. 

The “remember to update” part is where all documentation goes to die.

So, our idea to solve this problem was simple: to remove the manual effort required around creating and updating documentation, and automatically create it from the underlying processes.

To put it in slightly more technical terms, the vision was to connect your documentation to your systems at a data-model level in order to track processes, dependencies and changes that take place.

And that’s how we designed Spekit — to be a documentation platform that connects via APIs to a businesses’ core systems and creates documentation from existing metadata.

We’re proud to have partnered with Salesforce, the world’s leading CRM platform, to build our first integration.

 

 2. Your training is available in your applications

Second, we deeply believe that just-in-time learning isn’t just a “nice-to-have” option, it’s mission critical to the future of corporate learning.

Zari and I are both big product nerds, so we tested just about every LMS, walkthrough or contextual knowledge solution under the sun before designing Spekit. We also did a ton of research to understand how humans learn and why the recent trends around remote work, SaaS proliferation and the “noise” that we must endure today as humans affect the modern worker. The collisions of these forces make just-in-time learning an absolute necessity.  

That’s why Spekit has a suite of extensions that surface your training intelligently, right when and where employees need to access it, directly in your applications.

And yes, we’ve automated this part too. With Spekit, there’s no need to manually create a walkthrough that will break as soon as you make a change to the underlying process. Instead, our Salesforce integration will automatically display your training right where it belongs, on your behalf.

 

 

 

3. It’s created by people like you and me, for you and me.  

Lastly, this is the part we take the most pride in.

From the start, Zari and I agreed that if we were going to solve this “unsexy” problem together and leave our jobs, we’d have to create a solution that we would actually want to use every day. It couldn’t be another necessary (but boring) documentation or training solution that makes every employee want to roll their eyes at it. 

No, we believe a successful product needs to be sticky. Sticky, because users love that our light-weight solution has finally removed some of the frustration they feel when processes change out-of-their-control. Sticky, because it has become a natural part of their workflow. 

Spekit is always there for me as an employee. It’s easy to set up. It’s easy and natural to update from where I’m working if I need to update it as a trainer. It’s easy and natural to consume where I need to learn it as a new hire. It’s fun to interact with if I have a question or feedback. It’s easy to identify what’s working and what’s not.    

Simply put: we knew our product needed to be easy – across the board. It had to be a natural layer of consistency, a your layer of tribal knowledge across all of your applications. 

 

WHY DID WE DECIDE TO FUNDRAISE?  

When Zari and I went all-in on Spekit in December 2018, we signed a Founders Agreement. While the nature of this conversation was a bit uncomfortable at first, it helped us establish core values that we would carry with us into the company: vulnerability and transparency. 

 

 

We agreed on the following:

  1. We’d be thoughtful about growth: We wanted to prove it to ourselves that there was a “unicorn” opportunity here before proving it to anyone else. That’s why we decided to invest in it ourselves and eventually raised some angel funding to get started.
  2. We’d keep our eyes on the problem: We both cared more about the problem than the solution. We were both open to being wrong about our hypotheses and adapting/pivoting the solution as needed to solve the real problem, one that we might not have even yet considered. 
  3. We’d enjoy the journey and stay open-minded: Most importantly, we were committed to learning and exploring the possibilities in front of us as the company grew. 

We started seriously considering fundraising in July this year. And just nine months post-launch, we were incredibly proud of what we had built:

We had thousands of active users across companies of all shapes and sizes. We were bringing real change to the way that customers (ranging from Fortune 500 institutions to scaling startups) were training their employees, we had some super-fan users of the product, we had built an amazing partnership with Salesforce and our brand was starting to get some recognition.

We were proud because for the most part , we had bootstrapped this. We had grown with the help of our incredible team of engineers. We had grown almost exclusively from inbound leads and conferences. We hadn’t yet heavily invested in Sales or Marketing which made our traction feel even more exciting.

Yet, Zari and I both saw a much greater opportunity. And after closing our biggest deal yet, we decided to lean into the possibilities and the incredible team members that this fundraise could unlock for us and found some incredible partners in the process.

WHO DID WE PARTNER WITH?

Brett Queener, Partner Bonfire Ventures 

After our first conversation with Brett, Zari and I looked at each other in awe: if someone knew this problem better than we did, it was Brett.

Not only has he made numerous successful early-stage investments in companies like Outreach.io, Pendo.io, Guru and others solving for inefficiencies in the workplace, but had also written Salesforce’s go-to-market playbook in the platform’s early go-to-market days.

In fact, Brett spent a decade at Salesforce where he served in a variety of senior leadership roles in Sales, R&D, and Operations including SVP Products, EVP/GM of Data Cloud, and EVP/GM of Marketing. He knows this ecosystem, he knows this problem and we know his deep experience scaling B2B SaaS startups would be incredibly valuable to us.

Equally important, we felt like the team at Bonfire Ventures, including Jim, Mark and Tyler, have a unique blend of operational and institutional experience that we knew would make them terrific partners for us as we scaled.

Dan Scheinman – Angel Investor 

Our story with Dan feels like it belongs in season six of HBO’s Silicon Valley, one of a modern-day founder/investor love story where Twitter is at the center of it all.

And it’s true, Dan and I met on Twitter and then we connected on Linkedin – and his three-word response to our deck was the little boost of confidence we needed:

Why was it a boost of confidence? Because for the third time in a portfolio of only fourteen angel investments, another one of his investments had gone public with a multi-billion dollar IPO that month. It was Zoom Communications — a solution that we used every day at Spekit and whose S1 was every SaaS founder’s dream.

In other words, Dan knows how to identify big, promising opportunities and knows SaaS. He’s seen what it takes from the inside to scale consumerized, enterprise software and how to attract top investors. So if what we’d sent him was enough to truly get his interest, Zari and I were determined to get him onboard. 

Matchstick Ventures

When I moved back to CO in late fall 2018 to build our go-to-market team in Denver, not a month had passed before three different people had mentioned the name “Natty Zola” to me.

I knew this was a sign I needed to meet him. And I quickly found out that the reason why everyone in the startup scene here in the Denver/Boulder area knows Natty is that he runs TechStars Boulder, one of the nations top accelerator programs. He is also a partner at Matchstick Ventures.  

 

Zari and I were bullish on Colorado and the potential it has to offer an early-stage SaaS company likes ours.  And after getting to know Natty and his team, that feeling is amplified. We’re so excited to have partnered with Natty and Ryan to deepen our roots here in beautiful Colorado.

SO, WHAT’S NEXT?

It’s game time. While we are incredibly proud of where Spekit is as a product today, we’re even more excited about what we have planned on the roadmap to make Spekit the easiest, most intuitive and fun way to train employees on applications.

To that end, we’re so excited to be building out our Sales, Marketing and Operations teams here in Denver while we continue to scale our Product team in San Francisco and engineering team in Karachi. Please check out our careers site for all open job postings.

THANK YOU

It’s an exciting time for Spekit, and we’re at this moment in large part thanks to all of our early supporters. To the team at JLL — Ann-Renee, Marshall and Nana– thanks for taking an early bet on us. Thank you to Todd, Kris and Lindsay at Hobsons for believing in us. Thank you to Bryan and Chris at Bluewater Learning,  and to the rest of our community, friends and family who have supported us along this journey.  We’re so excited to continue to grow with you!

Happy Speking!

Spekit Announces Salesforce Partnership and AppExchange Launch

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

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

 


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

What is Spekit?

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

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

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

Marshall King, SVP IT Solutions

How is Spekit unique?

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

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

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

  Knowledge Base + Data Dictionary

    Extensions (Chrome, Outlook)

 

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

Rod Tyler, Salesforce Admin

Zodiac Pool Systems

 

Knowledge embedded automatically where your users need it

 

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

 Relate Speks to Objects for easy reference.

 

 

Improve your Data Quality by eliminating confusion around your data. 

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

 

Add context to your stages or picklists to eliminate confusion

 

 

Effortlessly roll-out process changes to your team

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

 

 

 

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

 

Communicate Process Changes Where Your Team Needs to See Them.

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

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

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

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

The answer is simple: time is money. 

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

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

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

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

New: In-App Notifications to Accelerate Change

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

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

 

 

Notify Your Team Where it Matters Most

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

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

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

Analytics to help you monitor who has seen the change

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

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

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

Spekit Boost is here to boost your Salesforce adoption!

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

Read more