Spekit – What You Need To Know Now (August 2022)

Spekit is a Digital Adoption Platform (DAP), ideally suited for B2B SaaS Enterprises.

Note: All Other Businesses Should Consider one of these two tools for price/value benefits.

  • (5-500 Employees) Trainual is a cost-effective onboarding and everboarding solution for SMBs looking to create a repeatable and scalable model for all employees.
  • Usetiful is a digital adoption platform ideal for other situations.

Reminder: Regardless of you technology selection, leverage the Surrounded Learner Technique to drive the changes these solutions are supporting.

Primary Use Cases

  • Streamlining onboarding
  • Sales Enablement – Process and Methodology Reinforcement
  • Boost Rep Productivity
  • Drive adoption of tools training with in-app learning and step by step guidance
  • Just-in-time sharing via a single source of truth

Spekit – Delivering A Modern Training Approach

 

Training for hours, days, and weeks in a classroom or Zoom-based environment is not the way to create an effective customer-facing organization. Modern organizations require modern training approaches, and Spekit could be an excellent fit for your organization. And the Spekit Chrome Extension allows a no-code approach that differentiates it from others in the space.

What do we mean?

Modern training approaches should include a mix of the following to beat back our natural forgetting curve:

  • Learning reinforcement — remind people, at regular intervals, of critical nuggets of knowledge.
  • In-the-moment-of-need insights: When you do any job, you want easy access to information. Spekit helps here.

This article will focus on setting up Spekit and the reinforcement aspects only. Our next article on Spekit will cover the other elements of a modern approach to training.

Note: Spekit is genuinely one of the most straightforward solutions we have ever worked with — but pay attention to the following caveats to determine if it is right for you.

Caveats

Spekit works great for organizations that leverage a multitude of applications to get work done like Salesforce, Outreach, LinkedIn, etc. given the complexity of onboarding and continually training on these solutions as systems and processes evolve. If you only use a few tools or don’t have a complex tech stack, it may not be the right fit.

AND, the Google Chrome browser is required to use most of the functionality. I’m a Mac guy and tried using it in Safari by default, only to hit a brick wall there.

Spekit can work for road warriors if you live in the Salesforce mobile app, as they integrate there.  

However, users in other environments may want to look at alternatives.

Getting started with Spekit

Since this is our first article on Spekit, we will quickly review the setup process of Spekit before we dive into using the product for learning delivery.

Install the Spekit Chrome Extension

The magic of Spekit’s no-code approach is that all users must have the Spekit Chrome extension installed — install from here.  

Once you’ve installed the extension, which takes less than 2 minutes, click on the Get Started button in the bottom right to walk through the remaining steps.

Note:

  • Anyone using Spekit MUST have the Spekit Chrome Extension installed if they use it within Salesforce or other applications accessed via your Chrome browser.
  • We are writing this while using a Trial account, so unclear if the “Schedule a demo” option would show up for paying customers.  
  • Also, on the right side of the screen, note the purple Spekit element. This item is the docked app we will be using in a few minutes.

Creating our first Spek

Click on the purple Spekit icon on the right side, and the doc will open.

Click on the Create button in the top right corner of the Spekit dock, and click on the Spek button.

We choose Spek, so let’s examine that part of the UI, as this is a critical component in our modern training creation process.

You will likely create Speks the majority of the time.

Keep the following in mind as you work with Spekit.

The Wiki

Speks, and all other Spekit objects, live in the Wiki area. If you are not familiar with the concept of Wikis, think of them as a content library.

Topics

In Spekit, Topics organize a collection of related knowledge. For example, we created a Topic for Trust Enablement to test Spekit on our parent website.

The Topic creation page asks you for the URL of the website this topic relates to; see here:

Alright, back to the Spek creation screen.

Filling in Spek details

Set a title and description, and assign it to the topic to organize.

Now, assign an expert.

Modern training approaches MUST leverage subject matter experts (SMEs) from around the organization to distribute the workload and ensure the best information possible is available to the entire business.
We love this approach!

Skip Salesforce; let’s look at the bottom half of the Spek screen.

To support modern training delivery, let’s discuss “Notify my Team” and Spotlights.

Notify my Team

If you update information, and no one knows, does it matter?

Of course not. This functionality reminds the SME to let everyone know what was updated.

Spotlights

Reinforcement — built-in.

Spotlights are:

  • A reinforcement mechanism.
  • They open in front of your customer-facing teams while they work.
  • Spotlights remind your teams of important information.

They can postpone the spotlights and review at their convenience when necessary.

And, the best part is:

In Spekit reporting, you can see who has read which Speks, how often they dismissed them, how long they spent reading, and tie this back to performance.

Modern training delivery in-context

We’ve shared a bit about creating Speks, how you can use notifications, and then Spotlights for announcements and reinforcement, respectively.

Our next article will explore in-context, in-the-moment-of-need by connecting to our Salesforce instance.


The No-Code Spekit Salesforce Integration

Suppose your Salesforce CRM is the center of your go-to-market universe, your single source of truth, and the base from which your teams work. In that case, you need a flexible training solution that delivers knowledge in context, at the time of need, and supports reinforcement. The no-code Spekit Salesforce integration has on all of this — in spades.

Note: Spekit is genuinely one of the most straightforward solutions we have ever worked with — but pay attention to the following caveats to determine if it is right for you.

Caveats

Spekit works excellent for organizations that leverage many applications to get work done like Salesforce, Outreach, LinkedIn, etc. Given the complexity of onboarding and continually training on these solutions, systems, and processes evolve. If you only use a few tools or don’t have a complex tech stack, it may not be the right fit.

AND the Google Chrome browser is required to use most of the functionality.

Spekit can work for road warriors if you live in the Salesforce mobile app, as they integrate there.  

However, users in other environments may want to look at alternatives.

Configuring your Spekit Salesforce integration

No two Salesforce instances are the same — thankfully, this is not a problem for Spekit. Let’s walk through the configuration process.

Navigate to Settings Connect where you will see Salesforce. Clicking on it will require authentication and a particular set of access permission. We’ll skip that as we suspect that anyone with admin rights will understand that aspect into their Salesforce.

From there, the page refreshes and shows you all your Standard, Custom, and System objects.

In this user interface, click on any objects you want to document or train for your teams. For example, you may want to document all the fields in the Opportunity record, reinforce your rules around MEDDIC, criteria for moving deals from one stage to another, and so forth. You would select, at least, the Opportunity object for this.

We selected Account, Contact, Contract, Lead, and Opportunity for our article. Now select the blue button at the top of the page that shows Import Selected Objects.

When the process completes, you will receive an email from Spekit, and the screen, if you remained on it, would now show all the fields for all the objects you imported. 

You could begin documenting these fields from here, hover over the item, and click the pencil icon in the upper right.

This action opens a dialog to add your information for your teams. Let’s do this for the Instructions field since this is the one we have in front of us.

For this, we simply set the Description to “Click me and learn all you need to know.” specify Opportunity as the Related Object, and then click the Save button.

And while we are in this user interface, let’s edit the Tracking Number field I have on Opportunities and set the Description to “Check this out.”

Now — let’s open an Opportunity in our Salesforce instance. Note that the record now includes a little Spek icon to the right of the Tracking Number.

I could Favorite this, Share it, Edit it (if I’m an admin). Most powerful from here, I can click on one of the Emojis and share feedback with the Spekit admins in my company.

Choosing Share Feedback results in your email client opening and allows you to suggest a change or simply congratulate them for creating great information for you.

Creating and Updating Speks inside of Salesforce

You can always simply highlight a field label and choose Option-S (on a Mac) as we are doing here:

The process is the same as above from this point forward.

Final thoughts on the Spekit Salesforce integration

We spoke in a previous article about Spotlights as a reinforcement tool and will skip that in this article.

However, you now have a better sense of how easily you can set up the no-code Spekit Salesforce integration.

Very easy and very powerful once in place.

Around The Web

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FAQs

What is Spekit?

Spekit is an in-app learning and digital companion that helps employees learn their tools and navigate process changes by accessing answers and enablement resources in real-time, everywhere they work.

Where is Spekit’s Headquarters?

Denver, Colorado, United States

When was Spekit Founded?

Spekit was founded in 2018.

Who is the CEO of Spekit?

Melanie Fellay

Is Spekit a Public or Private company?

Spekit is a privately held company.

How much money has Spekit raised?

Spekit has raised nearly $61M.

What integrations does Spekit have?

Salesforce, Slack, Chrome Extension, Microsoft Outlook Add-in

What Verticals are Supported by Spekit?

SaaS, Financial Institutions, Staffing, Call Centers. Any company going through a period of high growth, whether that means rapidly
onboarding new employees or rolling out new technology solutions and beyond.

What is the average size of Spekit customers in terms of headcount?

On average, most of our customers are between 500 and 5000 employees

Latest Blog Content

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Company Response to Our Questions

Why Buy?

Why do customers buy from you?

Customers buy Spekit because poor access to information has a clear negative impact on businesses. Inaccessibility of information leads to longer ramp times, frustrated employees, inefficient processes, poor CRM hygiene, etc. Spekit closes that loop, surfacing answers at the point of need, to eliminate the friction between employees and the knowledge they need to be successful in their roles.

When they go with a competitor, why do they make that choice?

Spekit is designed to empower internal employees with in-app learning. Very few customers leverage the platform for external needs and in this use case, there are alternative platforms that suit these needs.

What makes you different from the other solutions?

Spekit automatically surfaces relevant training and resources to sales reps directly within the applications they use every day. This eliminates the need for reps to go searching through Google Drive, PowerPoint presentations, and lengthy courses trying to find answers – saving them hours every day. There are multiple ways Spekit does this:

  • You can hover over the Spekit icons within your tool for quick answers. For example, I can hover next to a picklist value in Salesforce to see when I should convert an opportunity to stage 2.
  • You can search your entire content, training, and resource knowledge at any time through the Chrome Extension.
  • You can send resp in-app alerts to notify them of changes to a process or share a new resource.
  • You can create step-by-step walkthroughs to help reps as they complete a process for the first time or introduce a change.

DEIB (Diversity, Equity, Inclusion, and Belonging)

What is the business doing to improve DEIB in the organization, from front-line to executive table to board room?

Board room: Roseanne Wincek board member as of Series A

Employee Resource Group (ERG): Spekit Graceful Warriors: Resource group for women + allies 

Hiring:  Made a commitment earlier in the year to interviewing at least 1 underrepresented person in the interview process for every role

Values: Realigned our core company values to highlight how we think about DEI in the workplace. We will be rolling out with the new company kick-off

Spekit Competitors

Usetiful Logo

Pricing

This solution offers two paid packages.

Basics

Ideal for companies looking to reinforce employee learning and improve productivity through in-app enablement content.

  • $10/user/month
  • Chrome, Salesforce, Slack, and Outlook integrations
  • Team collaboration capabilities including assignment of subject matter experts (SMEs).
  • 60-minute onboarding kick-off call
  • Chat support
Premium

Ideal for companies looking to accelerate employee ramp-up time and communicate process changes in any application or workflow.

All features offered in Basics, plus:

  • $20/user/month
  • Seismic integration (additional cost)
  • In-app Alerts
  • Walkthroughs
  • Premium support
  • Dedicated success manager
  • Slack channel support

Spekit Pricing

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