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BACK-
Products & Services
Products & Services
Authoring Tools
-
Training
Training
-
ContentHub
ContentHub
- About Us
- Resources
- Support
Are you getting the most from Salesforce?
Many users struggle with the complexity of CRM software, limiting their ability to fully utilise its capabilities.
Data integrity suffers as users struggle to enter accurate information in the correct format. Reports generated may be unreliable, adversely affecting the return on investment.
Dedicated CRM training helps, but 70% of learning is forgotten within 24 hours – before it can be applied in the workplace.
Omniplex Guide complements Salesforce training, by guiding users to enter data correctly – when it’s actually being inputed – in the flow of work.
Tell me moreCRM guidance - precisely when people need it
CRM guidance - precisely when people need it
Omniplex Guide acts like a GPS system for users, steering them to successfully navigate their way around, and guiding them to enter data correctly.
Improved data integrity
30% increase in data accuracy and reliability
Accurate reports
Use Salesforce to make informed decisions based on facts
Motivated employees
With the confidence to use Salesforce without seeking support
Turn your people into experts
Incorrect entered manual data affects accurate forecasting and reporting, hindering a true representation of business performance.
With Omniplex Guide, your users will have the confidence to:
- Enter data in the correct format
- Input information in the right field
- Accurately categorise a sales prospect or a customer account
- Ensure all fields are completed when updating records
- Navigate new sales and business workflows and processes
- Complete all necessary Salesforce tasks required
Turn your people into experts
Incorrect entered manual data affects accurate forecasting and reporting, hindering a true representation of business performance.
With Omniplex Guide, your users will have the confidence to:
- Enter data in the correct format
- Input information in the right field
- Accurately categorise a sales prospect or a customer account
- Ensure all fields are completed when updating records
- Navigate new sales and business workflows and processes
- Complete all necessary Salesforce tasks required
Content formats that make Salesforce a breeze
Create a range of in-app content formats to guide, train and support your people on Salesforce when it really counts – when they’re doing the work.
- Step-by-step walkthroughs
- Prompts
- Videos
- Images
- Links to content
Your CRM Health Check
It’s easy to monitor and refine usage data and user experience 24/7/365 using the dashboard in real-time.
- Alerts if any issues occur and require attention
- Immediate roll out adjustments and fixes
- Improve user experience by monitoring usage
Your CRM Health Check
It’s easy to monitor and refine usage data and user experience 24/7/365 using the dashboard in real-time.
- Alerts if any issues occur and require attention
- Immediate roll out adjustments and fixes
- Improve user experience by monitoring usage
Create content in-house
You can write and publish CRM Guides from a central location. And individuals can also make their own Guides and share them with others.
Low effort roll-out
Anybody can quickly and easily create content for Salesforce
Do it yourself
Requires no programming or development skills
Highly customisable
Tailor content to meet your specific Salesforce needs
Omniplex Guide
Talk to an expert
Book a demo
Interested in providing guidance and technology to support your applications? Fill in the form below and we'll be in touch.
