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How optimizing workflows powers productivity in Salesforce

Published Aug 21, 2024
Pendo’s intelligent DAP sets employees up for success by helping them work smarter. 

In the traditional way of thinking, businesses viewed productivity as a function of people—there were high performers, low performers, and everyone in between. 

But with software, more and more the lifeblood of how work happens, the most forward-thinking companies now understand productivity in a different way: It’s still a function of people, but it’s become more a function of process. In other words, if you want employees to be more productive, make sure the workflows and processes they regularly execute are well designed, intuitive, and easy to complete. 

Completing workflows—and all that’s downstream of it

Following and completing processes is key to so many important outcomes—whether it’s ensuring consistent services or data integrity, boosting efficiency, or driving scalability. And the best way to increase and speed up process completion is with Pendo’s intelligent digital adoption platform (iDAP), which combines analytics, data, automation, and AI to optimize work and business outcomes in ways that traditional DAPs can’t. 

Pendo’s iDAP is purpose-built to help employees work smarter and in the ways expected of them. Getting them there starts with powerful analytics. For example, with Pendo’s all-in-one platform, revenue operations teams can get a firm baseline of how work is happening today in Salesforce. Not only will they get a clear view into the completion rates on key sales processes, they’ll also get insights into common blockers, dropping off points, and alternative steps employees might be taking.

Pendo also lets teams embrace AI as a partner, both for getting analytical insights and creating support motions based on them. The machine learning (ML) model that’s a part of the Pendo iDAP harnesses the quantitative and qualitative data from analytics and user feedback to provide AI-generated insights on improving workflows, and those insights get smarter and more effective with each passing day. 

Get custom, always-on support to those who need it—and leave those who don’t alone

Once teams have insights into what’s hampering workflow completion, they can set about fixing any problems. And of course, there’s never just one problem. Different employees may be struggling with processes for different reasons, depending on their role and experience. A rev ops manager would treat support for, say, a marketing employee doing a one-off search for account info in Salesforce very differently than they’d treat support for a regional sales rep who uses the app almost daily. 

Pendo’s intelligent digital adoption platform is built to easily accommodate this diversity of employee roles, experiences, and use cases. It lets you build in-app guides and tooltips to support each segment in the right way–-including superusers and other high performers, who can be left alone. Once guides are in place to walk employees through a workflow, teams can refer back to Pendo Analytics dashboards to see how well they’re moving the needle on process completion, the time it takes to complete the process, etc. Depending on what they see, they can either iterate on in-app guidance and fix support that isn’t working, or take what is working and make it even better. 

Empower employees, transform work

Whether in media or retail, non-profit or financial services, enterprises across industries don’t always have a clear understanding into how their sales processes work (or, quite often, don’t). Pendo’s iDAP changes this, empowering IT and internal product teams to identify operational gaps in how employees use their software. The result? Happier, more productive employees driving better business outcomes. The future of digital adoption is intelligent, and Pendo is leading the way. 


Learn more about how Pendo helps increase workflow completion and efficiency in Salesforce here