If you’re reading this, chances are you use Salesforce. We use and love it here at Pendo—and it’s been a powerful tool to help us scale. But as a user, the amount of features available in the platform, and the processes you need to follow to use it effectively, can get confusing. In our experience, this is something a lot of revenue operations leaders struggle with: Unlocking the true power of Salesforce, and helping their teams use it the right way.
Pendo Adopt is our digital adoption solution. Layering Adopt on top of Salesforce helps employees better adopt sales processes, and helps them learn how to use Salesforce to achieve business goals. Pendo Adopt also ensures employees are using Salesforce the right way by helping transformation and operations teams understand how work happens. It then enables them to provide the right guidance, to the right employees, at the right time.
Finally, Pendo Adopt ensures employees are using all the tools at their disposal. It does this by sitting on top of your Salesforce instance. Once deployed via browser extension, Pendo Adopt can help you drive adoption. It can also support cross-app processes within and across your sales tech stack, allowing sales teams to be more effective and get more strategic face time with customers.
We see a lot of our customers using Adopt specifically for Salesforce. And after talking to the Salesforce team, it was clear we could partner even more closely with them. We wanted to make it easier for more of their customers to experience the value of Pendo.
To this end, Pendo has pre-tagged common pages and features within Salesforce. This ensures that you’re able to collect analytics on how employees use Salesforce right out of the box. Once you deploy the extension, you need to understand the processes that run your sales organization. And if you want to optimize your sales tech stack, you need to understand how licenses are being used—to see where there is high or low engagement with the software, and determine how you can improve it.
Pendo Adopt provides the data you need to make those decisions.
Pendo Adopt is now available on Salesforce AppExchange
The first step in this increased partnership is including Pendo in the AppExchange Marketplace. Now that we’re part of the marketplace, Salesforce customers can buy Pendo through Salesforce—speeding up the buying process and making vendor management easier for you. Learn more about Pendo Adopt on Salesforce here.
What can you do with Pendo?
Pendo Adopt helps your teams adhere to Salesforce business processes and best practices. These processes include driving sales decision-making motions like forecasting. With Pendo Adopt, your teams can baseline sales productivity and drive feature adoption and functionality that increases sales performance.
Pendo Adopt helps ensure employees are following critical business processes, through in-app guidance. As a result, you can be confident that your employees are using Salesforce the right way, and rely on the data that powers your revenue organization.
Here are just a few of the ways Pendo Adopt helps employees follow business processes:
- Providing detailed usage reports to measure user adoption
- Giving you the ability to create custom onboarding journeys for new users
- Helping you troubleshoot issues with our built-in toolset
- Measuring average time to complete business critical workflows and uncovering opportunities for process improvement
- Determining ramp effectiveness by assessing the time it takes for users to adopt certain processes
Guidance and support
Pendo Adopt helps you provide the right guidance and support to your teams. By getting the right guidance, to the right employees, at the right time, enable your team to do their best work. Here are some of the ways Pendo Adopt can help:
- Offering guidance on which features to use and when to use them
- Helping you troubleshoot problems
- Delivering personalized support and training resources for each user’s Salesforce experience
In short, Pendo Adopt is an essential tool for any leader who wants to get the most out of Salesforce. Our customers spoke, and we listened. With Pendo on Salesforce, we’re helping teams make the most of all the amazing features Salesforce offers—as well as increasing sales productivity and helping teams navigate changing business processes.
If you want to learn more about Pendo and Salesforce’s partnership, check out Pendo Adopt for Salesforce.