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Every company uses Salesforce differently—with custom fields, objects, and workflows that are unique to your organization and don’t match up with generic training and click-through tutorials. Without the right guidance, those powerful customizations can become counterproductive.
Guidde automatically turns your Salesforce workflows into short, branded video guides with synchronized text. Delivered contextually inside Sales Cloud, Service Cloud, CPQ, and Console, Guidde helps users get it right the first time, without skipping a beat.
New reps take weeks to become productive because generic Salesforce training doesn't match your reality.
Tickets pile up with "how do I...?" questions about your specific processes.
Every release and configuration change breaks your existing documentation.
Users bounce between tools and tabs and make data-entry mistakes due to unclear standards.
When guidance can’t keep up, your Salesforce customizations turn into productivity barriers—not a competitive advantage.
Whether it’s updating an opportunity stage, creating a CPQ quote, or handling service entitlements, Guidde lets experts record a workflow once and have it instantly converted into a polished video tutorial with synchronized text.
In just a few minutes, you’ll have created branded, role-specific documentation that would normally take days to build and maintain.
Guidde delivers training exactly where and when it matters. Bite-sized videos—or scrollable page versions for those who prefer reading—pop up inside Salesforce so AEs can log forecasts correctly, support agents use the right macros, and CPQ users avoid costly quote errors.
Instead of chasing down ops teams or digging through PDFs, your employees get contextual help in the flow of work, ensuring every process is done correctly the first time.
faster onboarding
New hires ramp up inside Salesforce by learning directly in the flow of work—contributing pipeline updates, cases, and quotes sooner.
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fewer support tickets
Users get the answers they need through self-serve guidance in Salesforce instead of escalating to Sales Ops or Support.
faster content creation
Admins and SMEs can capture a Salesforce workflow once, and Guidde automatically generates polished video + step-by-step text for them.
process adoption
From lead-to-opportunity to CPQ approvals and case resolution, Salesforce workflows are followed consistently the first time and every time.
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Guidde is SOC 2 Type II certified and supports SSO, role-based access, and global delivery. Whether enabling 10 or 10,000 employees, Guidde helps you stay secure, scalable, and consistent.
Guidde AI Digital Adoption (ADAP) vs. Traditional Digital Adoption Platforms (DAPs)
ADAP
Traditional DAPs
Video SOPs + searchable text
Tooltip-based click tours
Subject-matter experts, using AI
Centralized enablement teams
Minutes to create and update
Days or weeks
Embedded in NetSuite
Linear, UI-based
Dynamic ERP workflows
Static click/form-fill tasks
Visual and action-based
Prescriptive and passive
Automates capture, updates, and content recommendations
Manual creation and distribution
Cut down “how do I…?” tickets, speed up onboarding, and ensure adoption of new Salesforce features without burdening admin or ops teams.
Reduce errors in quotes, contracts, and billing flows by guiding users through the correct Salesforce CPQ and Revenue Cloud steps every time.
Equip agents with instant, contextual know-how on entitlements, macros, and case handling to resolve issues faster and improve CSAT.
Keep pipeline data clean and opportunity stages accurate with in-flow video guidance, driving better forecasts and revenue visibility.
Guidde Broadcast works everywhere you do:
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