Faster employee onboarding with WalkMe Embedded for Salesforce Lightning

Sales teams work in fast-paced environments these days. Businesses need to use their time efficiently or risk falling behind the curve. In the context of a sale, lost time could result in a lead failing to convert into a sale leading to lost revenue.

One of the biggest time sinks in the sales process occurs when new employees join the team. According to the Sales Management Association, organisations report that new sales team members spend 10 weeks training and become productive after 11 months on the job. That’s almost a year down the drain.

WalkMe has long been an industry leader in enabling digital adoption, and thanks to its recent integration with Salesforce Lightning, it promises to smooth the onboarding process, thereby saving valuable time. Here’s how WalkMe Embedded helps sales teams improve their productivity.

Central hub

One of the complaints of the sales onboarding process is that task lists tend to be dispersed and new employees need to toggle between windows to find information and execute tasks. WalkMe Embedded removes this issue by creating a central knowledge hub within Salesforce.

The result is employees can remain within the app and execute all tasks assigned to them. Thanks to the knowledge repository existing within the app, all relevant information is present at the click of a button. Many training tasks require employees to research data on a customer and use it to inform other tasks.

Often, it takes time to retrieve data. For instance, a new team member might not know where a specific customer’s revenue data is stored and in what format. This might lead them to process data differently, which hampers them in their task execution. In this case, the fault lies with the tool, not the employee.

By centralising everything in a single hub, WalkMe’s solution simplifies these tasks and has employees focusing on value addition.

Easy retrieval

A centralised knowledge hub sounds great, but much depends on the way information is organised and retrieved. Many companies have internal wikis containing the necessary information, but due to a lack of organisation, employees end up stumbling in the dark.

WalkMe’s centralised hub organises information efficiently and marries it with powerful enterprise search capabilities. This means searching for relevant information is easy and doesn’t consume too much time. All employees need to do is search for relevant keywords and they’ll receive the information they need to complete their tasks instantly.

In addition to search functionality, employees can also use WalkMe’s ActionBot, which offers a chat-like interface. Using natural language processing algorithms, employees can ask the bot simple questions and retrieve in-app information.

By allowing for multiple information retrieval methods like this, WalkMe has simplified in-app searches, and as a result, new employees can familiarise themselves with the tool much faster.

Task tracking

A common problem sales managers face is tracking new employee progress. Thanks to tasks spread out over multiple apps and platforms, tracking occurs across multiple dashboards that managers have to integrate.

WalkMe’s Embedded solution removes this problem since all tasks are housed within the app. Managers can create task lists to monitor new hire progress and even segment communication and knowledge exchange based on an employee’s progress.

For instance, employees further ahead of the curve can receive information specific to their tasks, while other employees can be shielded from unnecessary communication. This improves productivity as each employee can focus solely on the tasks assigned to them.

Trained employees can also be segmented into a separate list and have special tasks assigned to them. Thanks to everything being housed within the Salesforce app, managers will have no trouble tracking progress and assigning new tasks.

Integration solves issues

WalkMe’s step to integrating within Salesforce Lightning promises to solve most of the common issues associated with onboarding new sales hires. Companies can shorten the process and ensure faster productivity from their new hires.