Change Management

Push out a new process, tool or workflow in less time


Change Management thats easy and accountable. 

When you have a new process, the traditional model of emailing or hosting webinar just doesn't work. People don't pay attention, and often follow-up with "I don't remember that". But in most organizations, these changes to processes can drive enormous results and revenue.

In particular, how Salesforce is used can vary widely from person to person and from timeframe to timeframe. What you need is a tool to ensure employees use Salesforce (and other platforms and programs) consistently and correctly, especially during times of change. That’s where Merlin Guides comes in.

Features & Benefits:

  • Merlin allows you to share software processes, knowledge base info, and company/internal information with the click of a button.
  • Monitor employee activity in guides and other content in the Console dashboards
  • Using Interactive Guides you can ensure that when someone needs to learn the new process, this can appear at the right moment to the right person.
  • Using our Notification feature you can create a notification within minutes that everyone on the team sees, reads, and then signs off they read it with their name. Ensuring everyone knows what they should be doing.
  • Using our Hotspot feature you can show a tooltip with all the right information above the area they need it. No more searching for information or asking the person next to them.

More on Change Management

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