Get the Most Out of Salesforce
VisualSP helps your Salesforce users get the most out of the platform through improved digital adoption, leading to boosted sales and stronger customer relationships.
Empowering over 2 million users worldwide
Makes Salesforce Your Team’s Favorite Sidekick
VisualSP is a Digital Adoption Platform (DAP) that integrates with Salesforce to deliver in-context support and training. By leveraging VisualSP, Salesforce becomes your team’s favorite sidekick, helping them navigate and master the platform effortlessly.
How VisualSP Enhances the Salesforce Experience
VisualSP is a Digital Adoption Platform (DAP) that adds an interactive support layer on top of Salesforce and other enterprise web apps that guides users through complex interfaces and workflows.
Salesforce Adoption Made Easy
Guided Walkthroughs
Create step-by-step interactive walkthroughs that guide users through each step of a complex process. Walkthroughs are customizable and easy to create. No developers required!
Attention-Getting Alerts & Messages
Show important information to your users directly inside Salesforce. No more sending mass emails and hoping people see it.
In-Context Videos & Tutorials
Enable your users to access training videos and tutorials directly within Salesforce, eliminating the need to visit an external support site or document library.
Insightful Usage Analytics
Assess how well your team is following proper procedures and pinpoint areas where they could use more support.
Customizable Help Content
Take advantage of VisualSP’s pre-built content libraries and customizeable help content to enhance your users’ experience.
The Average VisualSP Customer Experiences an Average ROI of 1,109%
By offering in-context support, these customers have significantly reduced the time users spend searching for answers, leading to substantial time savings.
“Our modern workplace journey has taken a couple of years and we knew the tools were out there, but our users appeared confused and adoption was suffering. Support tickets for how-to’s were at an all-time high and that is where VisualSP came in. VisualSP has given my team their time back to prioritize other projects and strengthen our organization.”
Chris Reynolds
Head of System Development and Application at NHS UK
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VisualSP integrates with most enterprise web apps
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Enhance user software support and transform your digital adoption experience.
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Frequently Asked Questions
What is digital adoption, and why is it important for Salesforce users?
Digital adoption refers to the process of integrating new technologies into daily operations and ensuring that users are proficient with these tools. For Salesforce users, effective digital adoption means fully utilizing Salesforce’s features and capabilities, leading to improved productivity, better data management, and enhanced sales performance.
How does VisualSP support Salesforce digital adoption?
VisualSP supports Salesforce digital adoption by providing real-time, in-context support and training directly within Salesforce. This helps users quickly learn and use new features, reduce errors, and increase their overall efficiency with the platform.
How can VisualSP improve my Salesforce implementation process?
VisualSP improves the Salesforce implementation process by offering immediate, on-screen guidance and support as users navigate Salesforce. This reduces the learning curve, ensures smoother transitions, and helps users adapt to the new system more quickly and effectively.
What are the key features of VisualSP that enhance Salesforce training?
Key features of VisualSP that enhance Salesforce training include guided walkthroughs, banners, in-context tutorials, searchable articles and videos, and customizable help content. These features ensure that users receive timely and relevant assistance as they use Salesforce, leading to better understanding and quicker adoption.
How does VisualSP help with data quality and management in Salesforce?
VisualSP helps with data quality and management by providing real-time tips and reminders during data entry. This guidance ensures that users follow best practices, leading to more accurate data and improved overall data management within Salesforce.
Can VisualSP be customized to fit our specific Salesforce needs?
Yes, VisualSP can be customized to fit specific Salesforce needs. It allows for the creation of custom help content and tailored guidance that aligns with your organization’s processes and requirements, ensuring a more relevant and effective user experience.
How can VisualSP’s analytics feature help in monitoring Salesforce usage?
VisualSP’s analytics feature helps monitor Salesforce usage by providing insights into how frequently users engage with different features, identifying areas where additional support may be needed, and tracking overall user performance and adoption rates.
What are the benefits of using in-context support compared to traditional training methods?
In-context support offers immediate, relevant assistance right where users need it, which is more effective than traditional training methods that often require users to search for help outside their current workflow. This approach leads to faster learning, reduced errors, and higher productivity.
How quickly can VisualSP be integrated with our existing Salesforce setup?
VisualSP can be integrated with your existing Salesforce setup quickly, often within a few days, depending on your organization’s specific needs and the complexity of your Salesforce environment. The integration process is designed to be smooth and minimally disruptive.
Can I get a trial of VisualSP?
If you are interested in experiencing the many benefits VisualSP has to offer, you can get started straight away with our FREE limited capability version of the application.
What data will VisualSP collect about our users?
We collect and store 3 pieces of information (First Name, Last Name, Email Address) to be able to serve analytics to you about the usage of the VisualSP system by your users. Our software holds SOC 2 certification, ensuring stringent standards for data security and privacy. Your information is safeguarded with the highest level of protection. More information about our data security and privacy policy is available on our support website.
Got more questions? Take a look at more FAQ’s about VisualSP.