Salesforce user adoption
Make Salesforce easier for your team to use
You invested in Salesforce. The hard part is getting people to use it.
Hank gives your team a simpler way in: just ask.
Why Salesforce adoption stalls
Most organizations don't struggle because Salesforce can't do something. They struggle because everyday users find it hard to get what they need.
People don't know where information lives, which report to run, or which filters to use. So they ask the Salesforce admin, keep their own spreadsheet, or skip Salesforce altogether. Over time, the data gets thinner and the system gets used less.
The usual fixes, and why they only go so far
More training helps, but people forget what they don't use every week. More reports and dashboards help, until someone needs a slightly different answer. More customization can make screens busier. And every routine question that goes to the admin is time the admin isn't spending on bigger work.
A simpler approach: start with a question
Hank lets people use Salesforce the way they'd ask a knowledgeable coworker. A fundraiser asks about donors. A salesperson asks about deals. A program manager asks about clients. Hank finds the answer in Salesforce, shows what he checked, and helps with the next step.
People don't need to learn where Salesforce keeps things. They just need to know what they want to ask.
You already invested in Salesforce. Help your team actually use it.
The challenge isn't always what Salesforce can do. Sometimes it's simply getting people to use it.
Hank lowers the barrier between your team and Salesforce. That can mean:
- Less time searching through Salesforce
- Fewer one-off report requests
- Less waiting on your Salesforce expert for routine questions
- Easier access to the information your organization already has
- More people getting value from Salesforce
Hank isn't another CRM.Hank makes your CRM easier to use.
You speak your language. Hank handles Salesforce.
Sales
- “Which opportunities are expected to close this month?”
- “Show me my deals over $50,000.”
- “Which customers haven't had activity recently?”
Service & support
- “Which cases have been open more than a week?”
- “Who has more than one open case?”
- “How many cases did we close this month?”
Leadership
- “How much revenue is in the pipeline right now?”
- “How does this quarter compare to last quarter?”
- “Give me a summary of this month's activity.”
Fundraising
- “Who gave last year but not this year?”
- “How much did we raise last month?”
- “Which donors assigned to me haven't been contacted recently?”
You ask. Hank finds it. You stay in control.
Only what you can see
Hank works as the person asking. If you can't see it in Salesforce, Hank can't either.
Shows his work
Every answer ends with a plain note of what Hank checked, so you know where it came from.
Nothing changes without a yes
When Hank suggests a change, you review it first. Nothing is saved until you approve it.
A record of every change
Every approved change is logged, with what it was before and after and who approved it.
Keep reading
Frequently asked questions
How does Hank help with Salesforce user adoption?
Hank removes a lot of the everyday friction. Instead of knowing where information lives or how to build a report, people start with a question, so more of your team actually uses Salesforce.
Do I need to know Salesforce to use Hank?
No. Hank is built so everyday users can ask in the language of their job, like donors, customers, deals, or programs. Hank handles the Salesforce part.
Does Hank replace Salesforce?
No. Salesforce stays your CRM and your system of record. Hank gives your team a simpler way to use it.
Does Hank replace Salesforce reports and dashboards?
No. Keep the reports and dashboards you rely on. Hank is for the everyday questions that don't need a permanent report, and you can save an answer as a live view that updates itself.
Can Hank see things people shouldn't?
No. Hank works as the person asking, so he sees exactly what they can already see in Salesforce and nothing more.
Help your team actually use Salesforce.
Get more from the Salesforce you already have.