You’ve purchased the licenses. You’ve watched the training videos. Maybe you’ve hired an implementation consultant. You’ve had the kick-off meeting, lunch and learns and even hosted webinars.

You’ve done it all but it’s still not working. Your Salesforce adoption is getting stuck in the mud.

Some employees use Salesforce occasionally, some use it incorrectly and some never login at all. You’re frustrated with the wasted time, effort and money.

The good news is that you are 90% off the way there. You’ve almost finished the race. You just need a little help getting over the finish line.

Your Salesforce Users are Running Into Roadblocks

Think of that new user experience. They have been to the lunch and learn or attended the webinar. They get the basic concepts but now they need to actually get some work done. Salesforce isn’t the center of their life. It is just a tool to help them do their job better.

So they decide to login.

And they remember that they need to do… something… but they can’t remember what. Maybe they need to create a new Lead but don’t remember the workflow. Or maybe they need to start a new Campaign but don’t remember how to do that.

They’ve hit a roadblock. What do they do?

They have two choices:

• Contact someone for one-on-one help (probably you).
• Abandon Salesforce for the moment and go back to the old way of doing things. They promise themselves that they will come back to Salesforce when they have time. Since when does anyone have time?

The Key to Salesforce Adoption is to Remove the Roadblocks

Your Salesforce users need help removing the roadblocks. They need someone to deliver the exact information they need in the exact location where they need it… in Salesforce!

The key to removing the roadblocks is contextual help that is:

• Specific to your organization
• Short
• Useful
• Clear

Let’s imagine the perfect Salesforce experience for a new user.

• What if when that user logged into Salesforce and visited the Leads tab they saw a list of links that pointed to answers to common questions they had?
• What if when they clicked on one of those links they got clear, direct instructions that included screenshots of each step of the task they needed to complete?
• What if they could always get a pinpointed, direct, clear “how-to” answer to jog their memory and help them successfully complete tasks in Salesforce?

Wouldn’t that be awesome?

Clear, customized, contextual help… with pictures… inside of Salesforce, maybe even customized based on the type of user. That would be incredible!

But who would do it? Who has the time to create something like that? You certainly don’t. Right?

Yes you do. ScreenSteps Live makes it possible to create clear, beautiful, contextual help in Salesforce in just 15 minutes a day.

With ScreenSteps Live what used to be impossible becomes simple.

What is ScreenSteps Live?

ScreenSteps Live is a cloud documentation service because documentation for the cloud belongs in the cloud, NOT in a PDF or Word file.

With ScreenSteps Live you can create help articles that are tagged with standard and custom objects in your Salesforce organization. As you create tags your help articles automatically show up in Salesforce right where your users need them.

You never need to update Salesforce to update your help files. It is all done dynamically and seamlessly for you as you create the articles.

Pretty cool.

Delivering contextual help in Salesforce is finally simple.

But what about creating your documentation? How are you going to have the time to create all of this content?

Writing help files is about as fun as having your fingernails torn off. And adding screenshots to the help files is even more painful.

That has always been the case and always will be the case unless you use ScreenSteps Live.

That is because we have turned to process of creating documentation on its head making it fast, simple, visual and fun.

Yes, I said fun.

Maybe you’re used to capturing screenshots with a tool like Skitch or Snagit and then pasting those screenshots into Microsoft Word or uploading each image to a website to insert into an article via a web based authoring tool.

You will never get your help done this way. It takes too long. It’s too frustrating. It’s too inefficient.

That is how we used to do it but the inefficiency of the process was killing us…

So we created a better tool for creating documentation out of pictures. That tool is ScreenSteps Desktop and it is included with ScreenSteps Live!

ScreenSteps Desktop takes the tedious process of creating documentation and makes it fun.

Let me show you just how simple it is to create your documentation and publish it to your ScreenSteps Live site.

It’s “Just in time” documentation for Salesforce!

This simple process is the core of ScreenSteps Live. Instead of planning and waiting to create documentation – it allows you to create it on the fly.

This applies EVEN if you’re a beginner. Even if you’re a non-techie person. And EVEN if you’ve never used documentation software before.

By following this simple methodology your online knowledge base will grow gradually over time as you need it to. You only create useful documentation because you are responding to real questions. You don’t suffer any stress because you can create it in just a few minutes each day.

But there is one more important thing you need to think about

You need to figure out what you will do with all of the time you save. With ScreenSteps Live you will spend less time answering questions, less time walking people through simple tasks and less time worrying about why you aren’t getting the most out of Salesforce.

How much does it cost?

ScreenSteps Live is very affordable. Most organizations will be able to add contextual help to their Salesforce organization for just over $1000/year. That includes:

• Up to 5 authors on the ScreenSteps Live hosted service
• Unlimited viewers of your documentation
• ScreenSteps Desktop for each of your authors
• The ScreenSteps Live AppExchange Salesforce connector for adding contextual help to your Salesforce organization.
• Single Sign-on with your Salesforce organization
• The ScreenSteps Live Support Client for quickly responding to customer questions via emails, instant messages or Chatter.
• An extensive library of help files to help you with anything you need to do in ScreenSteps Live.

Non-profits can get started for just over $600/year.

Think of how much time you are spending creating help files now. Think of how much productivity your organization is losing because you don’t have an efficient way to improve adoption of your Salesforce installation. Think of how much time you waste answering the same questions over and over again.

There are other options. You could purchase documentation packages that cost up to 3 times as much. You could start a video production studio and spend hundreds of dollars in software as well as hours and hours in pre and post production. You could spend a lot of time and money spinning your wheels. Or you could just get started with ScreenSteps Live.

We’re so confident that you will be thrilled with ScreenSteps Live that we will offer you a full 6-month money-back guarantee. If after 6-months you aren’t thrilled with the ScreenSteps Live service, just let us know and we will refund your fill subscription price.

How do you get started?

It’s simple. Just sign up for a free trial of ScreenSteps Live (no credit card is required) and you can start creating your help files in under 10 minutes. Or, if you want someone form Blue Mango Learning Systems to contact you then just fill out this form. We will answer any questions you might have in a clear and friendly manner. We promise no hard selling or badgering.

Don’t let another day of lost productivity go by. Try ScreenSteps Live and see how delivering targeted, context sensitive, visual help files can improve Salesforce adoption in your organization.

Sincerely,

Greg DeVore
Co-creator of ScreenSteps Live