Make change easier for everyone.
A new Salesforce org brings new processes and unfamiliar screens - and traditional training alone rarely keeps up. Digital Adoption puts practical guidance directly inside Salesforce, so employees work with less confusion and more confidence.
What we help you solve.
People are unsure what the right process is
The platform is live, but users are not sure which step comes next or where to find the information they need. Every question becomes someone else's interruption, and the organisation has no clear view of where people are getting stuck.
Slow to get comfortable
Employees take too long to become confident with a new system, so the investment takes longer to pay back.
The admin becomes the help desk
Sales, service and marketing teams rely heavily on your Salesforce admin for basic, repeatable support questions.
Onboarding repeats itself
Every new hire needs the same Salesforce onboarding and training before they are productive.
Data entered inconsistently
Important information is captured incorrectly or in the wrong place, so reporting cannot be trusted.
Change is hard to communicate
System updates and new processes are difficult to roll out to everyone at scale.
No view of where people struggle
The organisation cannot clearly see which screens or steps are causing users to stall.
The HERO Framework
A practical way to understand whether employees are adapting well to Salesforce - and where more support may be needed.
The framework gives HR, project, IT, and business leaders a shared view of Salesforce adoption - looking beyond whether the org was delivered to whether it is genuinely working for the people who use it.
Built for large-scale change.
Built for organisations rolling out Salesforce across teams, departments, and locations. We work with your HR, IT, and business stakeholders to shape an approach around your org, your people, and your rollout - every engagement scoped to fit.
Frequently asked questions
What's the difference between Digital Adoption and Enablement?+
Digital Adoption gives employees in-the-moment guidance inside the system across the whole change journey. Enablement is role-based training, workshops, and certification delivered around go-live.
Can this run alongside an implementation already underway?+
Yes - many organisations bring us in mid-project or after go-live to close adoption gaps, onboard new users, or introduce new platform capabilities.
Does this work with Sales Cloud, Service Cloud, and Agentforce?+
Yes - Digital Adoption is built for the whole Salesforce platform, including Sales Cloud, Service Cloud, Marketing Cloud, and Agentforce, across teams, departments, locations, and employee groups.
How is an engagement scoped?+
We work with your internal stakeholders - HR, IT, transformation, operations, and business teams - to scope the approach around your applications, processes, users, and rollout requirements.
What tools do you use to deliver in-app guidance?+
We build walkthroughs, tooltips, and checklists directly inside your Salesforce org using in-app guidance tooling, paired with Salesforce's native In-App Guidance and Prompts where applicable - so employees get help without leaving their workflow.
How long does a typical engagement take?+
A single-application rollout typically runs 4–8 weeks from assessment to go-live support. Multi-application or phased rollouts across several business units run longer, scoped to your rollout calendar.
How do we measure adoption after launch?+
We track HERO metrics - Happiness, Engagement, Realisation of Value, and Operational Excellence - using Salesforce login and feature-usage data, satisfaction surveys, and data-quality checks, then report back on where support should focus next.