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.
New: Available December 2008 - The QuickSuccess Sidekick for Salesforce
The QuickSuccess
SideKick for Salesforce will
offer the just-in-time power of the current options above, while
providing even easier customization and implementation. It will be
pre-populated with core support for the tasks and pages of the standard
Salesforce implementation, which your organization can then modify to
match your specific customizations, processes, rules, and best
practices. Please check back for further information.
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.
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."
