3 steps to enable your team in Financial Services Cloud with Spekit
Customize training to your needs
Customize out-of-the-box Financial Services Cloud training content in a few clicks to meet your unique business needs. Add videos, images more to create engaging learning experiences.
Automatically see training in Financial Services Cloud
See training surface right where your team is working in Financial Services Cloud beside defined terms, fields, picklist values and processes. Then, invite your team to join!
Free Financial Services Cloud End-User 101 Training Manual
Don’t write your training from scratch. We’ve collaborated with Financial Services Cloud experts to prepare the complete guide to get your team started!
Download to access customizable training on Financial Services Cloud including:
- How to set up accounts
- How to set up and maintain households
- How to create cases
- Managing different account types
- Managing leads, referrals, objects and more!
What our customers say
VP, Sales Enablement
Farm Credit Services of America
Spekit’s team of experts helped us structure and embed new product playbooks within Salesforce, keeping relevant sales content at our sales team’s fingertips. It’s so intuitive that now our teams are confident and embracing both our sales technology and sales strategies.”
We want to empower our end-user to make decisions and learn what they need to know, especially through COVID. Before all this, they could just swivel their chair to a coworker and ask for help but at home, how do you do that? Now, Spekit has become our swivel chair. Our team can hover over any Spekit icon wherever they’re working and instantly get the answers they need.”
Mariner Wealth Advisors
Being able to use and guide people to relevant content has saved an immeasurable amount of employee time, energy and bandwidth.”
Read the Case Study >
Customize training in Spekit to appear in-app, within Financial Services Cloud
Consolidate Financial Services Cloud training within a single, accessible solution
With Spekit, all your Financial Services Cloud training lives in one, consolidated solution. Customize, build and scale training to help your team learn with ease.
The future of enablement in a remote learning world featuring Dan Darcy from Salesforce
Dan Darcy, the SVP of Sales and Partner Enablement at Salesforce and product visionary extraordinaire, joins Melanie Fellay, CEO of Spekit, for a conversation on the past, the present but more importantly, the future of enablement.
LinkedIn Sales Navigator Getting Started Guide
Customize out-of-the-box LinkedIn Sales Navigator training content and surface that training in LinkedIn, exactly where your users need it.