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Master Salesforce Without Training

Salesforce shows you CRM metrics. Userlane shows you why deals stall in your pipeline.
Userlane delivers contextual help directly in the Salesforce interface so reps spend time selling.

Note: Userlane works with any web application. This page shows specific optimizations for Salesforce, but Userlane supports every browser-based application equally.

Optimize Your Salesforce

Master Salesforce <span class="gradientWhite">Without Training</span>
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Beyond Salesforce's native analytics

What Salesforce shows:

  • Login rates and last activity
  • Reports on pipeline and revenue
  • CRM record completeness

What Userlane reveals:

  • Where your teams get stuck inside Salesforce workflows
  • Which features teams use versus ignore
  • Adoption patterns across roles and teams with the HEART Score

Contextual Assistance For Salesforce

What Userlane delivers inside Salesforce:

  • In-app guidance through complex sales workflows and reporting
  • Validators catching errors before they reach your CRM
  • The Assistant as a single help hub inside Salesforce
  • Announcements and change communications in the flow of work

Beyond Salesforce:

Userlane works across your entire software estate. Teams using Salesforce alongside other enterprise applications get consistent contextual help everywhere from a single platform.

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Strategic value: The Adoption Layer Your Salesforce Investment Needs

For Salesforce customers:

  • HEART Score to measure real Salesforce adoption beyond login rates
  • Contextual help across Sales Cloud, Service Cloud, and custom objects
  • Validators protect CRM data quality at the point of entry

For your broader software estate:

  • Extend contextual help to any browser-based application from one platform
  • Application Intelligence across your full software portfolio
  • Unified analytics and guidance regardless of vendor

Proven Salesforce success

Global Insurance Leader

  • 83% more efficient CRM training
  • 136% quota achievement from new hires
  • +83 employee NPS score

“Userlane has provided our employees with control over their learning experience, which is something all adult learners appreciate. Enabling them to learn at their own pace has saved us invaluable time in training.” – Sr. Director, Sales Training

Book a Salesforce Demo
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The Impact On Your Business

  • Reduced training costs

One Salesforce customer cut CRM training effort by 83% with contextual, in-app guidance replacing classroom sessions.

  • Faster new hire productivity

New sales reps achieved 136% quota attainment when onboarded with in-app guidance rather than classroom training.

  • Higher employee satisfaction

Teams reported +83 NPS after switching from classroom CRM training to contextual, in-workflow support.

FAQs

Frequently asked questions

Userlane overlays guidance on Salesforce Lightning in the browser via extension. No changes to your Salesforce org required.

Yes. Userlane catches field-level errors before they reach your CRM, reducing rework and improving reporting accuracy.

Userlane maintains context as people move between Salesforce and connected systems, providing consistent help across the full workflow.

IT deploys the browser extension centrally via group policy in minutes. It integrates with your SSO/Active Directory and works immediately with Salesforce - no configuration needed.

Yes. Userlane works with any browser-based application from a single platform with unified analytics across your entire software estate.
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