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Co-Pilot for Change Management Teams

Customer Quote: 

As an expert consultant specializing in change management, I can attest to the critical role that effective guidance and consistent communication play in successfully implementing organizational changes. The Co-Pilot app offers an invaluable toolset for supporting change management objectives by providing targeted, real-time guidance to employees. 

                Greg, Director of Change Management

 This tool is super helpful for any HR team to help guide the hiring process for veteran users and newbies alike. The Guides are  an excellent reminder or helper when it comes to letting users know what is happening or needs to happen at certain points in the process.

Noel K. Marketing Manager

Here’s how Co-Pilot can be utilized to achieve these goals and enable the training team to distribute sheets, documentation, best practices, of any process being supported by Salesforce.

Standardizing Best Practices

Co-Pilot enables organizations to document and disseminate best practices from top-performing employees. By using workflow rules, these best practices can be pushed to targeted audiences, ensuring that all employees have access to the same high-quality guidance. This standardization is crucial for maintaining consistency during periods of change.

Keeping Your Teams Informed and Engaged

Ensure alignment with corporate strategies by keeping staff  informed with real-time updates and guidance in areas that typically present challenges. Co-Pilot gives you the opportunity to drive the behaviors that impact performance reviews.

Targeted Communication

Effective change management requires that the right messages reach the right people at the right time. Co-Pilot’s ability to target audiences based on Permission Set, Group, Profile, or Role ensures that specific guidance and updates are delivered only to relevant users. This targeted communication helps avoid information overload and ensures that critical updates are seen by those who need them.

Timely and Contextual Guidance

With Co-Pilot, guides are delivered directly on the record when a user opens it, provided the record meets the workflow criteria. This feature ensures that employees receive guidance precisely when they need it, in the context of their current task. For example, if an employee is working on a customer account that requires special handling due to recent changes, Co-Pilot can provide step-by-step instructions or alerts directly on that account record.

Flexible Content Delivery

Change management often involves training employees on new processes, tools, or policies. Co-Pilot supports a variety of content formats, including text and video. This flexibility allows content creators to develop engaging and comprehensive guides that can cover everything from step-by-step directions and sales scripts to new product offerings and training materials.

Replacing Cumbersome Validation Rules

Traditional validation rules can be restrictive and often require users to navigate away from their current task to resolve issues. Co-Pilot can replace some rules with in-context guidance, making it easier for employees to correct errors and complete tasks efficiently. For instance, instead of blocking a record save due to missing information, Co-Pilot can prompt the user with a friendly reminder and instructions on how to resolve the issue. This is a respectable option vs forcing our Sales guys to input bad data just to save the record. 

Enhanced User Onboarding and Progression

With Co-Pilot, specialized content can be created for new users and delivered based on how long a user has been using the Salesforce org. You can tailor content based on their start date and schedule it to advance and change every "x" # of days. Imagine being able to onboard users and, as they progress with their Salesforce experience, automatically graduate the volume and type of content delivered to them across any or all objects. This ensures that users receive the appropriate level of guidance and training as they become more proficient, enhancing their learning curve and overall productivity.

Enhancing User Adoption

One of the significant challenges in change management is ensuring that employees adopt new systems and processes. Co-Pilot’s intuitive delivery of guidance and training materials directly within the user’s workflow can significantly enhance user adoption. By reducing the learning curve and providing ongoing support, Co-Pilot helps employees feel more confident and capable in their new roles.

Monitoring and Feedback

Effective change management requires ongoing monitoring and the ability to make adjustments based on feedback. Co-Pilot’s integration with Salesforce allows for robust tracking and reporting on guide usage and user interactions. This data can provide valuable insights into how employees are adapting to changes and where additional support may be needed.

Conclusion

In summary, Co-Pilot is an essential tool for supporting change management initiatives. Its ability to deliver targeted, timely, and contextual guidance helps ensure that employees are well-informed and capable of adapting to new processes and systems. By standardizing best practices, enhancing communication, facilitating training, and supporting user progression, Co-Pilot empowers organizations to navigate change more effectively and achieve their transformation goals. Make your employees smarter and more productive with Co-Pilot!