Toonimo for Salesforce
Accelerate CRM adoption across your entire sales organization with real-time, audio-visual guidance inside Salesforce.
Salesforce results with Toonimo
*Data compiled from a sample of 50 clients that avg 2,500 users or more per application
Drive Salesforce adoption from day one
Salesforce is one of the most powerful CRMs in the world - but complex Lightning interfaces, AppExchange plugins, and custom objects can overwhelm users. Toonimo layers interactive walkthroughs directly inside Salesforce, guiding reps through lead management, opportunity tracking, reporting dashboards, and custom workflows. Whether you're migrating from Classic to Lightning, onboarding new hires, or rolling out a new AppExchange integration, Toonimo reduces support tickets and accelerates time-to-productivity.
- Maximize employee pipeline efficiency
- Gain insights and increase Salesforce user adoption
- Streamline migration from Classic to Lightning
- Increase transparency across the sales organization
- Self serve a curriculum of tasks during orientation
- Maximize revenue potential and expedite your sales cycle
- Support your AppExchange needs and overlay on top of any Salesforce plugin
See Toonimo in Action on Salesforce
Watch how Toonimo guides users through Salesforce with real-time audio-visual walkthroughs.
Use Cases for Salesforce
Discover how Toonimo helps organizations get the most out of Salesforce.
Employee Onboarding
Guide new hires through Salesforce setup, CRM navigation, and Lightning Experience with interactive walkthroughs.
Learn moreChange Management
Manage Salesforce Lightning migration and platform updates with in-app guidance and adoption analytics.
Learn moreEnterprise Software Training
Train employees on Salesforce modules with step-by-step audio-visual guidance and progress tracking.
Learn moreCustomer Self-Service
Enable customer self-service through guided Salesforce Experience Cloud portals.
Learn moreHow it works
Install
Add a single JavaScript snippet to your Salesforce instance - no backend changes required.
Create
Use the WYSIWYG editor to build walkthroughs by pointing and clicking on your live application.
Guide
Users receive personalized, real-time guidance with audio, text bubbles, and visual cues.
Toonimo goes beyond step-by-step guidance
A complete digital adoption suite that works inside Salesforce.
Walkthroughs
Multipage, audio-visual guides that walk users through any workflow.
Surveys
In-app feedback collection to understand user sentiment and needs.
IVR
Interactive voice response for automated phone-based self-service.
Accessibility Widget
WCAG-compliant overlay ensuring every user can complete tasks.
Analytics & Insights
Track engagement, completion rates, and user behavior across workflows.
RPA
Automate repetitive tasks and reduce manual data entry errors.
Chat / Voicebots
AI-powered assistants that answer questions and trigger walkthroughs.
Knowledge Base
Searchable self-service portal with walkthroughs, FAQs, and guides.
Related platforms
Disclaimer
All product names and trademarks associated with Salesforce®, including the signature registered trademark name belong to Salesforce®. Toonimo is not in any way affiliated with Salesforce®, and no materials belonging to Toonimo are endorsed or sponsored by Salesforce®. Any usage of the registered trademark material of Salesforce® appearing in the aforementioned content is by no means reflective of a working business partnership, an endorsement, or a recommendation between Toonimo and Salesforce®.
Ready to transform your Salesforce experience?
See how Toonimo can drive Salesforce adoption across your organization.
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