Improved Help for Salesforce

Embedded Help and Training

Help in the right place,

at the right time, for the right user

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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.

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What we can do for you…

Maximise the value of your Salesforce investment:

• Speed up onboarding

• Reduce training time and cost

• 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

Help in the right place, at the right time, for the right user

We give you the authoring tools to create clear and concise, enterprise-ready help and training for all your salesforce users.

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Authoring tools…

Control how your users interact and engage with your applications:

• 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 & presentations in context - related to your help content

• Provide different help for different users

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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 context-sensitive help - wherever you are”

Your custom salesforce help at your fingertips

Need different help topics for a single field? Want 20? 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 a system administrator • NO need to hire expensive implementation or training consultants

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“Content is visible to users in seconds

and created by authors in

minutes.

All just a click away.”

“Whether you need a better way to train your salesforce users, create application documentation, provide access to policies, procedures and help - Improved Help provides simple tools that empower you to create, manage and embed context-sensitive content where it’s needed.”

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.

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.”

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 back to the help author, so that content can easily be reviewed, improved and updated to better support users

“I know how frustrating it can be to click on 'Help for this page' and get System Admin help, or no help for custom fields/objects.” Phil Walton Salesforce MVP

Improved Help drives salesforce adoption and facilitates successful onboarding

“We were able to roll out the first version of this to our global users after a couple of days” Ulrika Grahn Senior Global Operations Training Manager QlikView

Improved Apps Limited Riverbridge House, Guildford Road, Leatherhead, UK, KT22 9AD

+44 1372 617020

Improvedapps.com info@improvedapps.com Twitter: @ImprovedApps

Embed help and training content within your Salesforce application, to help your users at their point of need.

Improve Salesforce user efficiency through clearer communication channels. Give the publisher the control to manage who gets which messages and when.