The initial setup was painless. After about an hour of the Spekit team walking us through onboarding, the creation of JLL-specific content began.
My day went from basically me individually training each rep to reps training themselves in the moment. Overall, my time spent onboarding new reps decreased by 50%!
Spekit has been a true life saver in our implementation of Service Cloud. It took 10 hours to document what would’ve otherwise taken over a week without Spekit. I wish every application was this easy.
Relate Speks to Objects for easy reference.
You can relate a Spek for a given process to any object so that it’s easily accessible by the user.
Add context to your stages or picklists to eliminate confusion.
Achieve better forecasting and data accuracy by giving your team the context they need behind any picklist value or option in your org.
Create training directly from Salesforce.
Easily add a definition to any field that you’ve imported into Spekit directly from Salesforce. Spekit will automatically identify that a definition has been added to that field and on refresh, the help icon will appear.
Create custom Speks for dashboards, reports and more.
Easily create a Spek for any part of your Salesforce Org that you’d like to give your users more context on. Spekit will automatically identify that a definition has been added to that field and on refresh, the help icon will appear.
Communicate process changes to your team.
Instantly notify and communicate changes in process or workflow to your team – wherever they are in Salesforce, Spekit or Chrome.
Search Spekit from anywhere in Salesforce.
With Spekit’s sidebar search, all of your processes and training are only a click away.
Salesforce Lightning 101 Training Manual
Transitioning to Salesforce Lightning? Use this guide to help your team complete tasks in the new Service Cloud and Sales Cloud and
navigate reports, dashboards, chatter, and everything covered in Classic.