In-App Notes for Better Retention and Personalization
Allow users to jot down and revisit personalized insights directly in Salesforce to enhance retention and focus.
Capture Insights
Users can jot down their thoughts directly within the app for later reference.
Preserve Tribal Knowledge
Help teams retain informal knowledge that’s often lost in transitions.
Personalized Learning
Let users tailor their experience by annotating records or guidance.
Boost Confidence
Users get real-time clarity on confusing fields, making them feel more capable and less reliant on support channels.
See Unaric Guide in action
One of our Salesforce adoption experts will happily show you around the platform. Your demo will include:
An overview of the core features and overall benefits.
A deeper dive into Salesforce adoption and training challenges you’re facing now, and how Unaric Guide can help.
A follow up email with details and documentation to help you make an informed decision.
