Drive user adoption
In seconds, add training content (notes, video, PDF, wiki, webpage) as in-app, pop-up help for any object by record type and field.
Capture end user feedback and rapidly respond to user issues with updated help.
Training content and feedback is stored in the Catalyst Org Model.
Install our free Chrome Extension that upgrades Salesforce Setup and extends the Salesforce help icon on record pages. When you are ready to publish you’ll need User Adoption licenses.
Drive user adoption
In seconds, add training content (notes, video, PDF, wiki, webpage) as in-app, pop-up help for any object by record type and field.
Capture end user feedback and rapidly respond to user issues with updated help.
Training content and feedback is stored in the Catalyst Org Model.
Install our free Chrome Extension that upgrades Salesforce Setup and extends the Salesforce help icon on record pages. When you are ready to publish you’ll need User Adoption licenses.
INCREDIBLY FAST
Why users say one word, “WOW!!”
INCREDIBLY FAST
Why users say one word, “WOW!!”
14 DAY TRIAL
GET. GOING. NOW.
You need to install the Managed Package. QuickStart will set up 14 day trial Space with a 3 Pro Editors in just 45 seconds. You also need to install the Chrome Extension. Then you can create and test in-app help. When you want to roll out to end users you need the user adoption licences.
Install Managed Package
GET. GOING. NOW.
You need to install the Managed Package. QuickStart will set up a 14 day trial Space with 3 Pro Editors in just 45 seconds. You also need to install the Chrome Extension. Then you can create and test in-app help. When you want to roll out to end users you need the user adoption licences.
QUICK. EASY. AFFORDABLE.
You need a Pro Editor to create and test help topics. If you already have Pro Editors, then you can create and test Help Topics. Pro Editors are $730/year.
When you are ready to roll out help to end users you will need User Adoption licenses.
PRICING
Nonprofit – 50% discount on Pro licenses (Editors and Connection Licenses)
PRO
Elements Editors
Typically a Salesforce Admin or Business Analyst who is creating content (requirements, process diagrams, user stories, Org documentation, user help). You need a minimum of one Editor. Editors are $750 per year.
Elements-Salesforce Connection
1 Connection License is required for each 1 Prod and up to 5 Sandboxes. Connection is for metadata sync and analysis. Salesforce Connection licenses are $1,000 per year.
ENTERPRISE
Enterprise gives you a broad set of features and is priced on a sliding scale based on the total number of Salesforce Users in your Org(s). The Enterprise features include:
Impact Analysis; Create an unlimited number of Dependency Trees for any metadata type. Store the last 5 for each metadata type.
In-app pop-up feedback and help; Available in standard and custom object page layouts, for standard and custom fields, in Lightning and Classic.
JIRA Integration; Sync User Stories into JIRA.
User Management; Single Sign On (Salesforce and SAML), user policies and centralized user control.
Content Management; Content policies and virus scanning of attachments and images.
Process governance; User acknowledgement of process diagram changes, stored as training records.
Pricing is discounted based on the total number of Salesforce users. starting at $35 / user /year. Use the pricing calculator for the total cost.
COST CALCULATOR
PRO
Elements Editors
Elements-Salesforce Connection licenses
ENTERPRISE
ENTERPRISE requires at least 1 PRO Editor and 1 Salesforce Connection licensePRIVATE CLOUD
BUILDING A BUSINESS CASE and GETTING BUDGET
There are several places to look for budget – rather than just Salesforce. And you need to build a compelling justification.
We’ve some ideas of where to look for budget, the benefits you can get and we have built a benefits spreadsheet you can download.
It has some figures from our experience working with clients over the last 20 years. You can put in your own numbers to tailor it for your use case.
READ ARTICLE
BUILD A BUSINESS CASE
ROI ASSUMPTIONS
Size and cost of team
How many end users and what is their average salary ($k)
.
.
.
.
.
.
Data entry errors per week per user
This is just the time wasted in entering the data incorrectly and having to go back and fix it. How many errors does each end user make per week? How long does it take them to go back and fix?
.
.
.
.
Reduced training days
This is the time saved each year on training on changes to Salesforce and new operational processes.How many days could your standard training be reduced because you have better process and in-app help?
Time wasted looking for stuff
This is the time taken by end user to look for the most up to date information (sales deck, pricing, data sheets, process to follow). Research says that this is as high as 18% for knowledge workers teams. What do you estimate to be the percentage of their time wasted?
.
DAILY WASTED COST
We are calculating the wasted cost in terms of salary. Not the lost opportunity cost of sales teams being more effective or the impact of other teams using poor quality data. Staggering, isn’t it?
ROI CALCULATOR
Size and cost of team
Data entry errors per week per user
Reduced training days
Time wasted looking for stuff
DAILY WASTED COSTS
QUICK. EASY. AFFORDABLE.
You need a Pro Editor to create and test help topics. If you already have Pro Editors, then you can create and test Help Topics. Pro Editors are $730/year.
When you are ready to roll out help to end users you will need User Adoption licenses.
PRICING
Nonprofit – 50% discount on Pro licenses (Editors and Connection Licenses)
PRO
Elements Editors
Typically a Salesforce Admin or Business Analyst who is creating content (requirements, process diagrams, user stories, Org documentation, user help). You need a minimum of one Editor. Editors are $750 per year.
Elements-Salesforce Connection
1 Connection License is required for each 1 Prod and up to 5 Sandboxes. Connection is for metadata sync and analysis. Salesforce Connection licenses are $1,000 per year.
ENTERPRISE
Enterprise gives you a broad set of features and is priced on a sliding scale based on the total number of Salesforce Users in your Org(s). The Enterprise features include:
Impact Analysis; Create an unlimited number of Dependency Trees for any metadata type. Store the last 5 for each metadata type.
In-app pop-up feedback and help; Available in standard and custom object page layouts, for standard and custom fields, in Lightning and Classic.
JIRA Integration; Sync User Stories into JIRA.
User Management; Single Sign On (Salesforce and SAML), user policies and centralized user control.
Content Management; Content policies and virus scanning of attachments and images.
Process governance; User acknowledgement of process diagram changes, stored as training records.
Pricing is discounted based on the total number of Salesforce users. starting at $35 / user /year. Use the pricing calculator for the total cost.
COST CALCULATOR
PRO
Elements Editors
Elements-Salesforce Connection licenses
ENTERPRISE
ENTERPRISE requires at least 1 PRO Editor and 1 Salesforce Connection licensePRIVATE CLOUD
BUILDING A BUSINESS CASE and GETTING BUDGET
There are several places to look for budget – rather than just Salesforce. And you need to build a compelling justification.
We’ve some ideas of where to look for budget, the benefits you can get and we have built a benefits spreadsheet you can download.
It has some figures from our experience working with clients over the last 20 years. You can put in your own numbers to tailor it for your use case.
READ ARTICLE
BUILD A BUSINESS CASE
ROI ASSUMPTIONS
Size and cost of team
How many end users and what is their average salary ($k)
.
.
.
.
.
.
Data entry errors per week per user
This is just the time wasted in entering the data incorrectly and having to go back and fix it. How many errors does each end user make per week? How long does it take them to go back and fix?
.
.
.
.
Reduced training days
This is the time saved each year on training on changes to Salesforce and new operational processes.How many days could your standard training be reduced because you have better process and in-app help?
Time wasted looking for stuff
This is the time taken by end user to look for the most up to date information (sales deck, pricing, data sheets, process to follow). Research says that this is as high as 18% for knowledge workers teams. What do you estimate to be the percentage of their time wasted?
.
DAILY WASTED COST
We are calculating the wasted cost in terms of salary. Not the lost opportunity cost of sales teams being more effective or the impact of other teams using poor quality data. Staggering, isn’t it?
ROI CALCULATOR
Size and cost of team
Data entry errors per week per user
Reduced training days
Time wasted looking for stuff
DAILY WASTED COSTS
The Catalyst elements that drive user adoption
You’ll use the highlighted Catalyst elements for User Adoption, but get access to the others for Org Clean up & Documentation, and Process Mapping
Roll over each element to see their hidden secrets
Hierarchical, version controlled process mapping that it is easy to use to engage end users in live workshops. Processes are the heart of the business – the 1 -2 -3.
Get a view of your Org you’ve never seen before. Delete fields with more confidence with %Filled, WhereUsed and Impact Analysis. It is the answer to Life, the Universe and Everything, so 42.
The central source of all Org Config Documentation – no matter how big, complex and scary the Org is. So we thought of the largest Org – 62.
999 – the number you call for help in the UK (fire, police, ambulance).
Any change to Salesforce should start with user requirements. Which is why we’ve made this the 1st element in the Catalyst periodic table.
11 is the smallest two digit prime number.
8 is a lucky number in many cultures. But planning is better than luck when it comes to your Release Go-Live.
73 is the 21st prime number. Its mirror, 37, is the 12th and its mirror, 21, is the product of multiplying 7 and 3. And in binary 73 is a palindrome, 1001001, which backwards is 1001001.