Even trained employees need help navigating complex CRM software. It’s easy to enter data in the wrong format or miss vital workflow steps, compromising the integrity of the data.
When this happens, management reports drawn from inaccurate data cannot be relied upon to make vital business decisions
CRM training is important, but 90% of learning from a training event is forgotten within a week, leaving gaps in the learners knowledge.
Omniplex Guide complements initial training. By bridging the gap between a training event and at-work implementation, it enables learners to re-learn how to correctly input accurate data while in the flow of work.
Show me howDriving improved data integrity
Omniplex Guide works for any software app that relies on accurate data input. It functions like an in-app mentor, guiding users to successfully navigate and enter data correctly.
Data integrity
Ensure accurate data input with in-app walk-throughs.
Improved management reporting
Accurate data drives reliable management reporting.
Motivated employees
Increase confidence and software proficiency to help employees stay motivated.
Accurate data entry is essential, as manual data errors distorts accurate forecasting and reporting, preventing a true picture of business performance.
Users are prompted to enter data in the right format with step-by-step walkthroughs, videos, images and links to other content.
When data is entered incorrectly, Omniplex Guide will prompt the user to re-enter it in the right format.
If a user doesn’t enter all required information, they will be reminded of any fields that still require data input before they can proceed to the next task.
Tell me moreAccurate data entry is essential, as manual data errors distorts accurate forecasting and reporting, preventing a true picture of business performance.
Users are prompted to enter data in the right format with step-by-step walkthroughs, videos, images and links to other content.
When data is entered incorrectly, Omniplex Guide will prompt the user to re-enter it in the right format.
If a user doesn’t enter all required information, they will be reminded of any fields that still require data input before they can proceed to the next task.
Tell me moreWith accurate data input, you can produce management reports and forecasts that you can trust when making crucial business decisions.
Your employees will be motivated with increased confidence to input regular, accurate information without making mistakes due to confusion or lack of clarity.
The Health Check feature alerts authors to any steps that may be broken or guides that may be out of date.
Easily make changes to workflows and learning content to optimise the user experience. Amendments can be made in real-time.
Users can have complete confidence that guides will help them to enter accurate information in all the right places.
Learn moreThe Health Check feature alerts authors to any steps that may be broken or guides that may be out of date.
Easily make changes to workflows and learning content to optimise the user experience. Amendments can be made in real-time.
Users can have complete confidence that guides will help them to enter accurate information in all the right places.
Learn moreHow Omniplex Guide improves data integrity
Using Omniplex Guide, you can accurately update customer data using in-app training and support.
Users are able to navigate CRM workflows and processes to ensure all information is complete.
All "dirty data" is cleaned up to provide accurate and effective management reporting.
01
We work with your project team to establish task plans and key milestones.
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Providing support for your team during implementation and training your authors on how to use in-app guidance and follow best practices.
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Once live, we help you measure, monitor, and refine usage to optimise workflows and processes in real-time.
Omniplex Guide
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