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Salesforce In-App Guidance: What You Need to Know

  Salesforce is a cloud-based customer relationship management (CRM) tool. It's packed with features and functions that allow businesses to handle customer success and product management, predict sales revenues, nurture leads, and increase productivity.  However, all these varied and excellent applications come at a cost. One commonly-cited issue with Salesforce is its steep learning curve. A difficult-to-learn app can be a real issue when you need to train new users. The CRM software giant recognized this some time ago. As a result, they released a tool called In-App Guidance as part of their Lightning Experience upgrade.  The idea behind In-App Guidance is that it helps train and onboard new users with on-screen prompts and interactive walkthroughs.  Let's explore more. Image by drobotdean on Freepik What is Salesforce In-App Guidance? Salesforce has been around for a long time. It's well-established as the most popular sales and CRM tool. A few years ago, they introduced

Usetiful: An Intercom and Appcues Alternative That Won’t get Ad Blocked

  Around the world, more than 40% of internet users use ad blocker software. However, for specific demographics (16-34-year-olds), ad-block use is almost 50%. Moreover, ad-block use is growing all the time, and not just on desktop computers but on mobile devices too. All of that is bad news for websites that monetize through online ad revenues. But there is another set of website owners that ad blockers can hurt too. If you use a digital adoption platform (DAP) for user onboarding or product tours on your website, some ad blockers will stop it from working because of the ways they use Javascript. While Javascript is a fantastic way to improve your website content, there are some downsides for users. In particular, it is used to serve ads and can facilitate ad tracking. Ad-blocking plugins or extensions allow users to block Javascript with tracking functionality.  This problem affects Intercom Product Tours, Appcues, and Userguiding in specific situations, according to their respective

Creating a Multi-page Walkthrough: Why You Should and What are the Benefits?

  When you’re new to a certain place, maybe at school, at work, or at a national park, there’s someone who guides you around to let you know what’s important and where everything is. It can be overwhelming trying to figure out where to go next or how something works, but this person can help show the way. Creating a website walkthrough for your website is just like having someone guide visitors around your website. It will give them all the necessary information they need to get started and navigate the website easily. If you also want your product to be successful, then a product walkthrough is the way to go.  What is a Product Walkthrough? Also known as a product tour , a product walkthrough is a visual guide that takes users through each page of your website. It’s a set of step-by-step instructions that explain various features, functions, and tasks users can complete on the site. By providing an interactive tour, it helps visitors quickly learn how to use the product or service you

Gartner Reports: Best Digital Adoption Solution

The coming decade will see a significant investment in digital transformation for the vast majority of organizations looking to drive success. But successful digital transformation relies on leveraging software to help employees acclimatize to new and evolving technology. This poses a challenge to employee productivity, as workforces across the globe will be forced to adapt to new technology in their day-to-day roles. Ideally, implementation of such tech requires an approach that impacts productivity as little as possible. That's why companies are increasingly turning to digital adoption platforms that facilitate the process and support employee efficiency rather than hampering it. What is a Digital Adoption Platform? A digital adoption platform (DAP) sits on top of an existing software application, offering users insight and guidance that helps them to adjust to the software application, providing information on key tasks and functions. With a DAP, companies can introduce new sof