QuickSuccess

Making Salesforce "smarter" and easier

Why QuickSuccess?

Use QuickSuccess if you want to

» Accelerate your initial salesforce rollout and buy-in.
» Get new reps up to speed quickly following turnovers.
» Reduce formal training courses and the need for refresher and update training.
» Reduce errors and your users dependency on other for help.
» Enable reps to make maximum use of their own data.

Let your reps focus on using Salesforce, not on trying to learn it.

What is QuickSuccess?

QuickSuccess is a combination of tools and services designed to make Salesforce “smarter” and easier to use. With QuickSuccess you can equip your sales reps and other users with the just-in-time, on-demand knowledge and assistance they need to quickly adopt and master your Salesforce configuration.

QuickSuccess walks users through their tasks with a minimum of error and effort, giving them the precise knowledge and guidance they want at the precise time they want it. That allows them to learn while doing their tasks, so they learn faster, forget little, avoid errors, and have more time to spend on their core job responsibilities. Some tasks can also be automated to make your users even more efficient.

Options

Use QuickSuccess to offer your users three powerful forms of support:

» The QuickSuccess Advisor (context-sensitive cue cards and tool tips for any fields injected onto Salesforce pages) guides and coaches users through their key tasks at the precise moment they are doing the work.
» The QuickSuccess Accelerator (automated widgets and wizards) speeds users through repetitious, tedious and/or unnecessarily complex tasks, saving time and eliminating mistakes.
» The QuickSuccess Director (hands-on task flow assistance and error prevention) proactively monitors and controls users' progress through the key tasks, enforcing best practices and business rules and ensuring that even novice users can successfully and efficiently complete their tasks, from beginning to end, without any prior training.

Pricing

For information on pricing for the various QuickSuccess options, see the Price List.

Customization

Customization is easy: You customize Salesforce and the just-in-time assistance you want to deliver. C/RS connects the two and makes the support available to user on-demand.

Contact C/RS at 203-389-4440 or info@crsol.com for more information.

Next Step

QuickSuccess was developed by Christensen/Roberts Solutions using ActiveGuide Studio and is activated through the ActiveGuide Toolbar, both from Rocket Software. It is available through salesforce.com's AppExchange.

If you are not a Salesforce subscriber, contact C/RS at 203-389-4440 or info@crsol.com for a QuickSuccess test drive.

Christensen/
Roberts Solutions

C/RS Website
Contact C/RS

Sample Reactions

"To experience doing a complex task with no previous training--that's shock and awe."

"We could save two days of training time for each of our reps."

"I couldn't imagine that getting up to speed could be so easy."

"User adoption has been our biggest problem. This approach makes a big difference."

"A light bulb went on in my head. I can't go back to the usual training and documentation approaches."

"The prompts are very helpful, the writing is extremely clear, and everything is explained logically."

"I'm very impressed with the design. It's easy to use and everything's self-explanatory."

"Repetition will help users learn all of the functions with very minimal help from others."

QuickSuccess Resources

   Demo
   Datasheet

QuickSuccess in the News

   Named App of the Week
   Wins PCD Award
   Featured in New Book