Case Study
Fiducient advisors achieved enhanced user sdoption of their CRM with WalkMe
Customer story
Fiducient Advisors, for nearly three decades, has consistently delivered tailored advise to Retirement Plan Sponsors. They continue to strive to provide unparalleled and customized investment consulting services. Their clients include retirement plan sponsors, nonprofit organizations, private clients, and financial institutions.
Challenge
Improve user adoption
Increase platform utilization
Provide scalable training resources
Improve user-adoption of CRM
Solution
GuideMe enabled the Fiducient Team on the WalkMe platform to build content on their application and support future enhancements.
WalkMe will significantly improve user adoption for their employees, enable new users, and improve efficiency for existing users through usage of insights, and will enable Fiducient Advisors to create, manage, and build their own processes.
Client:
Fiducient Advisors
Industry: Financial Services
Users:
190
Host Platform: Dynamics 365
Key Processes:
Create Walkme flows for 4 simple CRM based processes
Create various 'beacons' or text callouts for important fields
Enable Fiducient Advisors on how to implement pop up screen information when users log on to CRM
“I would like to take a moment to commend GuideMe on their exceptional abilities with WalkMe, as well as their development and training approach. Our development resource has consistently sung their praises, and I have personally been very impressed by their expertise and professionalism whenever I have had the chance to interact with them. GuideMe is truly a great resource for your team, and I am grateful to have had the opportunity to work with them.”
— Patrick Chase, Executive Director
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GuideMe seamlessly integrates WalkMe into your systems, offering comprehensive project leadership and delivery, drawing from our best practices and 200+ implementations. Our focus on your business goals ensures prioritized processes and optimized value from WalkMe content and insights.
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Experience all-inclusive convenience with our WalkMe Managed Service, which combines subscription, implementation, proactive system management, and support into one comprehensive package at a single price, ensuring maximum flexibility and peace of mind.
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Let GuideMe deliver expert C-suite digital adoption guidance and specialized consulting services tailored to enhance your WalkMe digital adoption strategy and drive your organization's success.
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Let GuideMe deliver expert C-suite digital adoption guidance and specialized consulting services tailored to enhance your WalkMe digital adoption strategy and drive your organization's success.
We offer a variety of services to suit all of your WalkMe solution needs.