Solve It Story [Spekit]

SOLVE IT STORIES SOLVE IT STORIES How Spekit helped Mariner Wealth Advisors spend 65% less time doing live Salesforce trainings. The Challenge Mariner Wealth Advisors partners with individuals and businesses to create financial strategies for the future. Since the company is growing rapidly and constantly onboarding newly acquired firms, it wanted to ensure that its national and largely remote teams all had the same “I can’t imagine our Salesforce without technology infrastructure. Its main challenge was that less than Spekit. We’ve onboarded so many new 10% of its internal Salesforce processes were documented, firms and associates in the last few years making it nearly impossible to scale the onboarding and training and we aren’t slowing down. At first, of systems, including Salesforce. Salesforce is core to Mariner I was a one-woman Salesforce training Wealth Advisors’ business for client billing, trade requests and team. Spekit allowed me to reach out instructions, entering and maintaining client account data, and share knowledge, best practices, and more. That is why the team was looking for an easy-to-use process, and platform guidance across solution for users and admins to create quick content, update so many associates, across our existing information, and communicate process changes. geographically spread offices.” LOGAN WIKOFF The Opportunity Manager, Platform Management Training, Businesses often need a way to easily deliver Salesforce Mariner Wealth Advisors documentation and training to their end users when and where they need it. How do they ... • Enable new employees to learn operational processes and policies, process improvements, and new data restrictions in Salesforce? • Effectively scale and increase revenue? • Create a library of Salesforce documentation, best practices, and detailed processes to be shared contextually to end users? In the case of Mariner Wealth Advisors, it needed to create a great experience for its wealth team, who service and support the company’s clients. This would require training hundreds of new employees. The company was able to successfully achieve that with Spekit.