Installing a digital adoption platform is the next big thing in the 21st-century business landscape. The coronavirus pandemic and the disruption it has unleashed have compelled business owners to recognize its importance. The truth is, all of us must pivot to the digital landscape and master its rules if we are to survive, let alone thrive, in the new normal. But acceptance of this hard truth does not necessarily translate into action.
According to IDG’s Digital Business Research, 89% of the companies surveyed said they are planning to roll out a digital-first strategy for implementation. However, only 44% actually follow through on this commitment.
Probably one of the reasons for this failure is that they did not have the proper adoption tools. Without these, a workforce who is just dipping their collective toe into the online world would feel intimidated. As a result, they would be slow in using those tools, or might even disregard them altogether.
Things to consider in choosing a digital adoption platform
Choosing the right digital adoption platform for your company will banish these fears. It can even make learning the new software you are bringing in fun and exciting . Critical to your choice is a digital adoption framework that will empower your team to fully understand the new solution they are given. It will teach and train them how to master it and maximize its value to the company. Aside from that aspect, there are other important things to consider in selecting a digital adoption platform. Here are the top 5:
A user-friendly digital adoption platform with a seamless integration process will attract your team members into using it frequently.
They will see it as a valuable tool in helping them accomplish their tasks, and not another challenge that they will have to hurdle. They can spend more time on it, especially if it can easily transition into any of the devices they are using, such as a smartphone or a laptop. They can easily navigate their way through their respective tasks using the platform like a very helpful map.
This mixture of apparent simplicity and efficiency is one way how to increase digital adoption in your workforce. The more complex the software, the harder it is to understand, the frustrated the employees tend to feel. If they feel lost in using the software, they can suffer burnout and experience demoralization.
2. Tool training
Most people tend to forget what they have learned a few weeks, or even days, after the training. Reinforcement is necessary to make sure they retain their newfound skills or knowledge. This is where tool training comes in. Do not confuse tool training with the learning courses that were given to your people during day one.
Instead, tool training are resources that have been embedded in the software like a live tutorial that can be accessed at any given time. Unlike learning courses or classes, the employee does not have to turn off the work that they are doing to re-read a particular document. This kind of program might even encourage him to learn even more; according to one survey, 79% of employees prefer to learn while working on the job.
Instead, the digital adoption platform’s tool training is an integral part of the app or software. The user can tap into it any time to ask a question or clarify a process, without having to interrupt his current task. What is practical about the app is that they can apply their learning immediately to the task at hand.
3. Training customization
This is the gold mine that is rarely found in any in-app training. More often than not, training courses and other learning materials are carved in stone or programmed to function in a definite way.
An effective digital adoption platform, however, will adapt to your circumstances. Learning is not a static field: over time, you will be able to spot the most persuasive content or precise tools that can improve your people’s abilities.
A state-of-the-art digital adoption platform can customize your training content to suit your business needs. It can hone in on the specific skills that they need to build on. At the same time, it has various forms and other materials that will prevent you from starting at ground zero. No need for you to start from scratch. You can use these templates to create your own content that will best speak to the needs of your workforce.
4. Remote collaboration
Training and learning in all their forms can be more challenging if the workforce is spread throughout various locations. That is the current state of most offices today who have to resort to a work-from-home arrangement to safeguard their people from the coronavirus.
Imagine each employee who has to learn a new software or solution. When things inevitably bog down or should the employee need help, the IT officer who usually steps in might not be available because he is living a thousand miles away.
In those cases, the employee groping their way through the new software can use the digital adoption platform to get back on track. They can retrace their steps, find out where they went wrong, discover the appropriate solution, and then do course correction.
This kind of ever-present assistance is vital in work-from-home situations where personnel have to be productive, despite not being in the same office. If you are in that situation now, it might be advisable to check the guide to remote work essentials from FinancesOnline.
5. Communications tools that help you generate teams
A cutting-edge digital adoption platform can also help your company build your own teams through its advanced communication tools. There are times that companies find themselves having to create committees or groups for training from ground zero. Communications tools can bunch new students into batches, and then migrate them to teams of “graduates” who are skilled in using the software later on.
During the next few months, these team members can work at the same pace as you customize their training content. You can also design leadership modules that will mentor your promising candidates, customized according to their needs, and with security protocols that no other member can breach. If either members and/or leaders need to have their skills upgraded, the communications tools can send them notifications about the next class or training. They can also classify these messages according to the teams’ geographic locations, levels of skill and knowledge, or any other category you define.
The must-haves in choosing a digital adoption platform
These days, adapting technology is not just a matter of buying or installing the trending or most popular software. Doing it the correct way with the right technology can significantly sharpen your competitive edge. According to McKinsey, an organization that has learned how to leverage on one technology will keep on adding others. For example, after successfully deploying cloud-based services, it can move on to using mobile internet technologies and big data and architecture.
The ideal technology must provide for a learning curve that is swift and untroubled. It must be easy enough for your people to use, and equally agile to adapt to your business challenges. Its method of teaching must not be disruptive, but should be incorporated into the work processes.
The best digital adoption platform is not just a solution that can just adjust to your systems; it actually functions as a partner on your pathway to competitive edge and corporate success.
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.
- 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.
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?
- Unlimited Users
- Unlimited Content
- Content Transfer
- Premium onboarding
- Premium Support
- Dedicated Success Manager, and more!
Spekit Lite – FREE for up to 10 users
Spekit Pro – $10/user/month
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.
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?
- Tracking and gathering of analytics
- Available on multiple browsers
- Available in multi languages
- Mobile accessibility
Basic price – Consultation required for pricing
Custom plan – Consultation required for pricing
*See their website for more pricing and package details
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.
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.
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?
- Customizable training plans
- User feedback
- Analytics on content
- Remote access and collaboration
- Alerts to users about updates
See the Whatfix site to get a quote.
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.
Digital adoption platform comparison
We wanted to learn what challenges Salesforce admins face the most when it came to training and documentation. Are they constantly pushing changes? How do they communicate on those changes? Do those methods map to how people want to learn? Check out the following survey results to see what we learned!
With Teams, leverage your existing permissions in Salesforce to automatically generate teams in Spekit. Use these teams to easily personalize your content and communication.