Solve It Stories - Spekit

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS ® See how Spekit helped Southwest Airlines drive productivity, accelerate learning, and communicate process changes in Salesforce. THE CHALLENGE Southwest Airlines has invested heavily in training its Employees to continue leveling up their skills. Traditionally, it leaned on more formalized, real-time training sessions in order to disseminate information. Sales Teams had to flip between slide decks and notes taken during training and input that to Salesforce, resulting in information often being lost in translation. Valuable training resources, job aids, and documented processes were housed across five different systems outside of Salesforce, creating excess work for users and leading to lost productivity searching for Spekit has been a great asset information. With their Team transitioning to remote work, for us and our Teams during what they needed a more scalable self-serve solution to streamline has been a time of immense training while keeping everyone productive. change. The tool has helped us THE OPPORTUNITY: manage that change but also empowers our people and gives Businesses need an effective way to train Employees them relevant, timely information and communicate change in real time — without disrupting where and when they need it. their workflows. Libby Magliolo HOW DO THEY ... MANAGER OF ORGANIZATIONAL HEALTH, SOUTHWEST AIRLINES · Train Employees on tools, processes, and updates in a way that effectively maps to how Employees learn and maximizes retention? · Increase adoption, productivity, operational efficiency, and revenue? · Decrease support questions, poor data quality, and scattered knowledge? In the case of Southwest Airlines, the Company sought to understand how technology could help it house training material and updates directly in Salesforce where sales teams could easily access them. It was able to do this with the help of Spekit.

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME ® Southwest Airlines now houses all training materials right inside Spekit for easy, contextual access directly within Salesforce. This allows its Employees to learn their processes and access key resources without leaving their workflow. Spekit also serves as an effective change management tool. Rather than relying on mass emails, Southwest Airlines pushes information and updates directly through Spekit, and its Teams are made aware with in-app notifications. The ability to view real-time analytics and feedback provided in the Spekit dashboard helps Southwest Airlines understand what users are viewing, where it can shift focus for training, and what process changes will have the most impact — ensuring that training is relevant and up to date. THIS HAS RESULTED IN... · A successful transition to 100% remote and virtual training during COVID-19 I have honestly never seen · 60% less time spent developing and creating training a tool as quickly accepted and material loved as Spekit was by our sales · 50% less time communicating new initiatives and Team — it was awesome. The changes only feedback they gave us was With the implementation of Spekit, Southwest Airlines has “More” and “Why didn’t we have this when I started?” consolidated its training materials from five different Libby Magliolo systems, making Salesforce a one-stop shop for information MANAGER OF ORGANIZATIONAL and updates. HEALTH, SOUTHWEST AIRLINES TIPS FOR CUSTOMERS SEEKING A MORE IMPACTFUL WAY TO TRAIN AND ENABLE THEIR TEAM: · Break up knowledge into small, digestible content pieces so team members can pull up training and get the answer they’re looking for in seconds. · Make information available where users are working. If answers are hard to find, employees often won’t continue looking for them. Answers should be immediately available in a matter of clicks. Learn more about Spekit’s solution for maximizing adoption and productivity with easy contextual learning on AppExchange.