Improved Help. Embedded Help and Training on the Salesforce Platform

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1 Improved Help Embedded Help and Training on the Salesforce Platform The right information, in the right place at the right time, for the right person Helping customers get the most out of their Salesforce investment

2 Do you face Salesforce adoption hurdles? Have problems with data entry errors? Incur significant training costs? Frustrated you re tied into long implementation cycles? Answered yes to any of these? Then jump onboard with Improved Help. This 100% native Salesforce app will kit you out with tools to solve these issues and much much more! What we can do for you Maximise the value of your Salesforce investment: Speed up onboarding Reduce training time and cost Authoring tools Control how your users interact and engage with your applications: Increase efficiency of users Reduce process & data errors How we do it We provide a simple solution for a fraction of the cost of a Salesforce subscription: Embedded Help and Training with Improved Help Help in the right place, at the right time, for the right user Deliver help to address users questions where it s most needed Create easy to consume (and easy to maintain) help topics Build step-by-step guides to walk users through processes and procedures Add rich-text, images and video for compelling content Provide related help topics and reading lists within your own branded help portal Re-use existing documents and presentations in context related to your help content Provide different help for different users We provide the authoring tools to create clear and concise, enterprise-ready help and training for all your Salesforce users. 2

3 Need different help topics for a single field? Want twenty? Want more? It s no problem! Simply direct your users to the help topic you want them to see. Perhaps you need to show different help content for different record types and processes, for different user groups in different languages - Urdu, English, Spanish - the world is your oyster! NO limits on the amount of content NO limits on the number of help topics NO limits on where content can be placed NO limits on the number of content authors If you can write, type and click a button, you can simply create the help and deliver it right where your users need it. NO need for technical know-how NO need to be as system administrator NO need to hire expensive implementation or training consultants The possibilities are endless with Improved Help Working on the move? No problem Improved Help is fully compatible with Salesforce1 Mobile. If you can get a signal and you ve got the Salesforce1 mobile app, you can access your content-sensitive help wherever you are Your custom Salesforce help and training at your fingertips! 3

4 Are your users sick and tired of wasting time looking for answers within multiple documents across numerous locations? Often, Salesforce users will search in 6-8 places, sift through the results, forget what they needed in the first place, give up and interrupt a colleague. A frustrating situation for users and content authors - when answers exist but cannot be found! So, make your training materials work for your users - simply select the material that is still relevant and EMBED IT Copy the gold nuggets from your existing help and paste into help topics Link to existing presentations and training collateral Drop in a short video or refer to a specific part of a longer video Group related help topics together to create a reading list or a playbook Don t let the time, effort and cost that s gone into your training materials go to waste. Content is visible to users in seconds and created by authors in minutes. All just a click away. Feedback is a two-way street Analyse Mode Content authors and trainers need to know where help is most wanted and viewed Easily check where your users go to get help within your apps and use this analysis to improve the help and training you provide Users need to be able to give feedback on things they don t understand or where they need clarification. Users are often the first to know when content is missing, wrong or out of date. Feed comments & sentiment back to the help author, so that content can easily be reviewed, improved and updated to better support users Functionality allows you to drill down and run reports, and gain live feedback via dashboards on where and how often your authored help has been accessed, plus instant visibility of user s feedback - voting, comments and sentiment - provides the essential foundations to an Early Warning System (EWS) for Salesforce. Successful journeys lead to successful outcomes Measuring how your users engage with your application against the real-world opportunities that were won and lost will help you spot potential problems before they even occur! If you need a better way to train your Salesforce users, create application documentation, and provide access to policies, procedures and help, as well as identify and understand successes and failures within Salesforce - Improved Help provides simple tools that empower you to create, manage and embed context-sensitive content where it s needed, and ensure you gain the clearer picture. At Improved Apps we don t pretend to have all the answers but we can help you place answers to questions where your Salesforce users need them. 4

5 Sharing knowledge for shared success Improved Apps Improved Help and Improved Noticeboard will be a game changer Alicia Walters, Kerry Inc. - CRM Global Data Lead We were able to roll out the first version of this to our global users after a couple of days Ulrika Grahn, Qlik - Senior Global Operations Training Manager I m now confident that our Salesforce users get the help that they need Sam Cobley, Alere Toxicology Online Development Manager Gives the enterprise all the information they need to understand how a solution is succeeding or failing. It is an EWS for Salesforce Embed, help and training content within your Salesforce application, to help your users at their point of need Efficiency through clearer communication channels. Give the publisher the control to manage who gets which messages & when Call us on UK +44 (0) or US Freephone: Improvedapps.com info@improvedapps.com