Spekit for Salesforce

 

Bring sanity to your Salesforce adoption in just 5 minutes!

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Voted by independent third-party review sites

The #1 choice for Salesforce documentation, training and change communication

The only adoption solution with a one-click Salesforce integration

No code, no data access and no technical effort required – it’s that easy.

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Make a change in Salesforce and Spekit will automatically sync it
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Document using Spekit’s easy editor to add videos, images and more.
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Spekit intelligently embeds your training where it belongs – no effort needed on your end.

Don’t have time to create training? Don’t worry – we’ve got you covered!

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Spekit for CPQ

We partnered with top Salesforce MVP and CPQ expert Brad Gross to create Spekit for CPQ training on all the basics including quoting, products and more.

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Spekit for NPSP

We partnered with top Salesforce Non-Profit Consulting Partner, OpenTent to create the Spekit for Nonprofit Success Pack out-of-the-box training content.

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Spekit for nCino

We partnered with nCino to create a set of out-of-the-box training content on all the top questions your users are likely to run into. Check it out!

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Spekit for Lightning 101

The Spekit for Lightning set of training includes 50+ templates for the common questions your users are likely to run into. Customize them to your needs.

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Spekit for Salesforce Reports

Training and FAQ on the basics of Salesforce reports and Salesforce views

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Driving Adoption of Changes in Salesforce

Tips and best practices to simplify Salesforce and drive user adoption including enforcing changes and how to keep your team aligned.

Are you a Salesforce implementation partner or ISV looking to partner with us? Click here!

BEST INTEGRATIONS

 

The secret behind our 5-star AppExchange rating: Simple yet Spektacular…

Guide your users through any process with in-app training

Embed videos, process training and more to any object or page in Salesforce for a self-serve learning experience.

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Daniel Ritch

Chief Information Officer

NorthMarq, (500+ employees)

We want to empower our end-users to make decisions on their own. Before Spekit, our team would swivel to a coworker for answers. Now, Spekit is our swivel chair. They can hover over any Spekit icon in Salesforce and instantly get answers.

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Spekit’s Sidebar makes all of your training accessible one click away

See training surface right where your team is working in Salesforce beside defined terms, fields, picklist values and processes. Then, invite your team to join!

Ann-Renee Thrash

TRAINING AND DOCUMENTATION SPECIALIST

JLL, (10,000+ EMPLOYEES)

Spekit is a best in class, best efficiency, productivity and adoption driving tool that promotes and enhances the user experience while offering easy administration to help us ensure content is updated, useful, relevant and accessible!

Send in-app alerts to communicate new fields or process changes

No more expensive webinars or time off the floor. Create and send an alert in under 30 seconds to communicate a change, it’s that easy.

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Miles Robertson

Account Executive

Salesforce, (10,000+ employees)

Every Salesforce user needs this! I work at Salesforce as an Account Executive and I am well aware that learning how to use Salesforce can have a steep learning curve. Spekit is the perfect tool for any organization that uses Salesforce to train their employees on how to better use Salesforce for their organization.

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View analytics and create a feedback loop with your team

Don’t guess what’s working, powerful analytics will give you visibility into what’s working and what isn’t.

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Ross Pennington

Salesforce Business Analyst

Perrigo, (5001-10,000 employees)

Spekit is a game-changer! We were able to easily migrate to Lightning by replacing our Word and Powerpoint training documents that could never be found with training right where our users need it.

Access training on Mobile with the Spekit for Lightning Component

The lightning component can be embedded in the Utility Bar, any Lightning Record or in the Salesforce app.

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Kris G

Salesforce Operations Analyst

Mid-Market, (51-1,000 employees)

A fabulous solution to enable teams where they are at! Spekit is versatile and easy to use. The sales reps I work with travel constantly. When they have a question, I’m not always available to answer so Spekit allows them to get this information when they need it.