OnScreen Walkthrough Salesforce Training

Use the OnScreen shortcut to Salesforce user adoption and accelerate your sales team performance
Ensure full user adoption and a smooth transition to Salesforce Lightning from Classic.

Standardize processes and encourage adherence to procedures as you grow your sales organization.

Increase productivity and reduce support calls for your sales team.

Guide your Sales Account Executives down the Happy path and ensure opportunities, quotations, orders and customer info is probably captured in your Salesforce CRM.

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Nearly two-thirds (64.8%) of reps’ time, on average, is spent in non revenue – generating activities.

Forbes

Benefits

Help your team spend more time selling and less time figuring out how to use your CRM
Simplify User OnBoarding

Enforce standard processes across the globe

Give Users Confidence

Simplify and Accelerate New User Onboarding

Reduce Resistence to Change

Works equally well with Classic or Lightning

Improve data quality

Reduce support time & issues

Reduce Support Escalations

Increase User Adoption of New Systems and Processes

Faster to Develop Training

Empower Sales Teams

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Why thousands of users love OnScreen

lisa

“People go through training and they say they get it but when it’s time to do it it’s a different story.”

Lisa Ferrara

Global Head of SAP/BPC Technology at ContourGlobal

“We work with people with minimum to zero sap experience. Our goal is to train them and make them work in sap efficiently and independently. OnScreen lets us do just that.”

Ina Ignatova

SAP Solutions Manager

“Rolling out S4HANA in Brazil we needed to train hundreds of managers on SAP to meet our Go Live, OnScreen helped us cut weeks of training”

Business Process Manager at CMOC International

“OnScreen helps our people keep up with the pace of change”

CIO, Manufacturing Company

“OnScreen enabled our trainers to record, edit and publish a guide in 27 minutes on first try instead of 5 days with uPerform”

SAP COE Director, Retail Manufacturer

“Our documentation was outdated for years, and we never had the time or resources to catch up. OnScreen step by step guides were so quick to develop and give us the ability to make small changes and publish them in an agile manner.”

Training Manager, Pharmaceuticals

“We acquired 4 companies in the last 2 years and half which added to the complexity and divergence in business processes. OnScreen Helped us bring them into the fold.”

Sr VP, Digital Transformation – Energy Company

“So glad our search is over! OnScreen enables our employees to be independent and able to easily navigate SAP on their own. ”

Support Manager, Healthcare

How OnScreen works

OnScreen allows you to rapidly develop interactive guides on the SAP screen to help your business users complete any process frustration and error-free.
Step 1 Execute the process

Execute
Run Through The Process Once as you intend it to be executed

Step 1 Execute the process
Step 2 Edit the process
Edit
Add Helpful Text in The Callouts
Step 2 Edit the process
Step 3 Publish the process
Publish
Assign to Users and Groups
Step 3 Publish the process
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OnScreen for SalesForce

OnScreen Digital Adoption Platform is Optimized for Salesforce.

Smart Procurement Guides

In-Application help to walkthrough users to complete any Salesforce process based on your best practices.

Responsive Way Finder

Put users back on the right track by informing them any time they deviate from the process or get lost in the system.

Link to LMS

Leverage existing Kb articles and documents. Provide supporting videos for added context.

Multi-Language Support

Instruct users in any language and support a global rollout with ease.

No Server Install

Nothing to install on your servers. The OnScreen extension runs in any modern browser.

Simple Business tool

Any Business user, trainer or Subject Matter Expert can create an OnScreen Walkthrough in minutes.

Process Efficiency Tracking

Gain visibility to OnScreen process guide executions including completed steps and time to completion.

User Productivity Dashboard

OnScreen usage stats will show you which users and guides are most active.

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