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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.

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CRM 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

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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
Tell me more

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
Tell me more
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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
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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
Tell me more

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
Tell me more
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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

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Omniplex Guide

Talk to an expert

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