Driving higher productivity is a challenge businesses will always face. A recent McKinsey study found that over half of employees say they’re relatively unproductive at work. Why? The magnitude of the problem hints at the cause.
Traditionally, businesses saw productivity as directly tied to their employees—there were high performers, low performers, and everyone else in between. However, with the always-increasing role of software in daily operations, the most forward-thinking companies now view productivity differently. While people are still a crucial part of the equation, productivity is now more about process. To enhance employee productivity, businesses must ensure that their workflows and processes are well-designed, intuitive, and easy to execute. The best way to do that? An intelligent digital adoption solution like using a Pendo Salesforce integration.
Why process optimization determines productivity in Salesforce
Helping your employees execute workflows effectively is essential for achieving a range of outcomes, including ensuring consistent services, maintaining data integrity, improving efficiency, and enabling scalability. By making it easier for employees to be more productive, businesses drive productivity wins across the board. Pendo’s intelligent digital adoption platform integrates analytics, data, automation, and AI to drive optimized work and business outcomes, helping you accomplish more than of traditional digital adoption platforms (DAPs).
Leveraging analytics-powered AI insights to improve workflows
Pendo’s intelligent digital adoption platform is designed to help employees work smarter and perform tasks as expected. The process begins with comprehensive analytics. For example, revenue operations teams using Pendo’s platform can gain a clear understanding of how work is being done in Salesforce. They’ll receive insights into key sales process completion rates, identify common bottlenecks, and uncover alternative steps employees might take.
Pendo also allows teams to use AI as a valuable tool for both gaining insights and creating support strategies based on those insights. The platform’s machine learning model analyzes quantitative and qualitative data from user feedback and analytics to generate AI-driven suggestions for improving workflows. These insights become increasingly effective over time as the AI learns from your users and adapts.
Get the right support to the right employee at the right time
Once teams understand what’s hindering workflow completion, they can work on addressing those issues. Of course, different employees may face different challenges depending on their role or experience. A customer success employee, for instance, might need different support when using Salesforce compared to a regional sales rep who uses the platform in other ways.
Pendo’s platform is flexible enough to cater to the diverse needs of various employee roles. With it, you can create in-app guides and tooltips that offer tailored support for different segments based on metadata and behavior, and allow high performers and superusers to work independently. With these guides in place, teams can track progress through Pendo Analytics, monitoring workflow completion rates, time to completion, and more. Based on this data, they can either refine their in-app guidance or enhance what’s already working so that it’s even more effective.
Equipping employees to achieve even more productivity in Salesforce
Across industries like media, retail, non-profit, and financial services, businesses often lack visibility into how their sales processes function (or where they break down). Pendo’s platform empowers IT and internal product teams to identify operational gaps in how employees use software, resulting in happier, more productive employees who drive better business outcomes. As digital adoption evolves, Pendo is at the forefront, leading the charge toward a smarter, more efficient and productive future.
Discover more about how Pendo can help boost workflow completion and efficiency in Salesforce here.