PENDO FOR SALESFORCE
Salesforce tells you who your customers and employees are. Pendo shows you what they actually do. Together, they unlock a 360° view to drive outcomes across the enterprise.
Drive customer revenue
Predict churn, resolve support cases faster, and uncover upsell and expansion opportunities with product context directly in Salesforce
Optimize employee workflows
Streamline workflows, speed up onboarding, and guide employees in-app to boost adoption and productivity.
Prove Agentforce ROI
Find where to deploy agents, measure their impact, and ensure your AI transformation delivers real business results.
Transform Salesforce with Pendo
Unify workflows, power automation, and deliver predictive insights natively inside your CRM.
First, identify high-value workflows to deploy AI within. Then, measure AI's impact on customer and employee behavior.
Resolve support cases fast with product usage context embedded in the Service Cloud case view.
“Pendo is a key piece of our overall employee experience. As we grow with Pendo, we’re constantly looking at how we can improve our tech ROI and increase sales. The sky’s the limit..”
– Ferguson ビジネスラーニング担当ディレクター Amy Beal氏
よくある質問
Pendo provides real-time, actionable data on how employees are using Salesforce—what features they engage with, where they struggle, and where processes break down. This visibility empowers leaders to prioritize the right enhancements, reduce waste from underused functionality, and ensure that Salesforce is driving productivity, not just serving as a cost center. The result: faster time to value, higher user productivity, and a stronger ROI.
Pendo drives adoption by meeting users where they are—inside Salesforce. Through in-app guidance and onboarding experiences, users learn workflows as they go, without relying on outdated manuals or repetitive training sessions. Pendo’s segmentation also allows messaging to be targeted by role, team, or usage behavior, ensuring every user gets the support they need to adopt features effectively.
Yes. Pendo empowers Salesforce admins and support teams with self-service tools that reduce repetitive tickets. Instead of answering the same “how do I…?” questions over and over, teams can deploy no-code in-app walkthroughs and contextual tooltips. This lowers support volume, frees up resources, and enables admins to focus on strategic projects—not just firefighting.
Absolutely. With Pendo’s in-app guidance and analytics, you can enforce critical business workflows by guiding users step-by-step and monitoring whether processes are followed. If users deviate from a compliance-sensitive flow—or if a step is consistently skipped—Pendo surfaces that insight quickly, allowing for real-time corrections and governance. That’s a huge win for mitigating operational and compliance risk.
Pendo acts as a force multiplier across your tech stack by increasing the value of enterprise software—starting with Salesforce. It turns passive users into power users, surfaces the real friction points in your workflows, and enables rapid iteration without engineering dependencies. More importantly, it empowers teams—product, support, marketing, operations—to collaborate on user success, driving cross-functional alignment and business agility.
Pendo helps leaders understand not just whether Salesforce is used, but how it’s used—by role, region, or team. This granular visibility enables you to compare workflows across departments, identify outliers or inefficiencies, and tailor solutions to specific segments. It also gives a common language for product, sales, support, and operations teams to collaborate on improvements that make an impact.
