Migrating from Classic to Lightning (Successful Projects)

Improved Apps is ideal for Salesforce Customers who are embarking on any Lightning project.  The Lightning user interface (UI) is a step-change from the Classic UI that users will be familiar with. 

We are often told “All change is painful” and for sure, one of the biggest issues will be coping with the frustration of unfamiliarity for completing familiar tasks.  That said there are many good reasons to move to the new Salesforce UI, which has been built around customer requirements. Improved Apps technology can make your move a whole lot easier.

“The migration can be de-risked and simplified by implementing Improved Apps now, in your Classic environment, great preparation for your Lightning go-live project. Further more, all your rich content, in context, persists from Classic to Lightning with no extra work.”

Simon Thompson, CEO Improved Apps

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7 Ways To Improve Buy-In To Salesforce

By Sophie Wyard – Marketing Manager @ Improved Apps


Improved Apps make users feel good about Salesforce


Are you rolling out Salesforce to a team that has never used a tool like this before?…

Looking for some good “What’s in it for you?” tips to help them understand the value?…

Want to know the best way to bring them up to speed and familiarise them with the alien environment?…

Fundamentally, do you want to maximise Salesforce adoption?…

Then look no further…

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Improving Sales With Social and Salesforce

By Paul Field – CEO @ Improved Apps

feedback letterbox


I was recently reading an article by McKinsey about “The Evolution of Social Technologies”; it highlighted the increasing trend for organisations to employ social as a means to create, define and refine strategies. The result being that social is now enabling the “democratisation of strategy”.

This is something that is way beyond the suggestion boxes that used to collect dust and the occasional productive idea, and even further that the improvement groups created to support quality initiatives such as TQM, Kaizen and 6-Sigma. It is not about simply giving everybody a vote but about seeking out the ideas, suggestions, skills, knowledge, intellect and perception of employees; there is no word that sums up all of these things so I will call it ‘applied experience’.

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Financial Services Compliance with Salesforce

By Paul Field – CEO @ Improved Apps



Compliance with Retail Distribution Review (UK) and Conflict of Interest (US) Regulations for Financial Services Organisations using Salesforce

There is considerable focus in both the UK and US to ensure advice provided by agents and advisors relating to retirement investments meets the interests of the client rather than those of whoever is providing the advice. As a result, legislation has been introduced in both countries to impose codes of conduct on the industry along with significant penalties for non-compliance. These new laws relate to the ways in which advice is provided and the disclosure of commission and other pertinent information that should encourage advisors to provide the best impartial suggestions and for clients to make the best informed decisions.

Financial services businesses deal with product just as much as a manufacturer: Furthermore, the process of New Product Introduction is one that is highly regulated and is subject to a high rate of change. New offerings must be understood and incorporated into the portfolio being made available to investors.

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Improved Change and Enablement

By Rob Bailey – VP Alliances @ Improved Apps

old way new way

Change is the Only Constant

Implementing, enabling and changing systems in the delivery of Internet Solutions (SaaS) create unnecessary issues. Is it so different to Classic System Change?


When implementing or changing systems, management commonly faces a reactionary attitude from potential users or even customers, (if the company is an ISV – Independent Software Vendor). People tend to be more comfortable with the status quo and so naturally resist potential changes that will result from the implementation and roll-out of a new or revised process. This resistance needs to be dealt with pro-actively and with compliance issues in mind. If a change is implemented but not accepted or utilised what good is it?

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The Week that Was #2 – Through the Eyes of Improved Apps

A round up of things that the Improved Apps folk chat about over a cuppa coffee!

By Sophie Wyard – Marketing Manager @ Improved Apps

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We’re a diverse bunch at Improved Apps and we enjoy sharing a story or two… our news… and views… over a cup of coffee or around the water cooler (and an occasional beer!)

So, we thought why not share a few of our newly discovered noteworthy news stories, fascinating facts, helpful hints, as well as the things that have made us smile or simply laugh out loud.

As our apps support the entire gamut of Salesforce users from sys admins to sales reps; from marketing managers to business analysts and from trainers to support staff, (and bearing in mind we’re all human), we hope that there is something of interest to everyone.

Happy reading!

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7 Ways Sales Leaders Can Get The Most Out Of Salesforce

By Marcus Gilbert – Enterprise Sales Director @ Improved Apps

business people jumping for joy - success

What lies behind the results that your employees achieve, and upon which your company depends for its business success?


Your people, and specifically, the behaviour of your people.

Providing them with great customer engagement tools such as Salesforce.com is only a part of the solution. Unless your people have internal belief and take ownership of the values of your company, they will not exhibit behaviour that drives appropriate actions to get positive results.

Let’s take a look at your sales force:

The purpose of a salesperson is to win business. They do two things: manage a sales opportunity to closure and prospect for new opportunities. That’s it.


It’s well known that 80% of your revenue will come from the top 20% of your salespeople. These people are exemplars in combining the knowledge and sales tools your company creates around product, case studies, competition, etc. with a sales process your company has honed over time to win business. These sales exemplars have the skills and abilities to do the right things at the right time using the right information in the right way. They exude confidence, believe in your company and exhibit a behaviour that drives action to get positive results. Imagine if you could bottle this!


The next 60% of your sales people are either aspiring toward exemplar, or simply stuck in the middle. They often don’t know where the right sales tools are or how to use them at the right time. They may not know how to quickly access your company’s knowledge to respond to situations ‘in the moment’, especially if they are still ramping up their skills – and that’s why you invest in tools and coaching to nurture them to be the next wave of exemplars. Imagine if you had a way to help this (largest) group of salespeople to mimic the behaviour of your exemplars!


The bottom 20% of your sales people are either new-hires or struggling to gain the skills and abilities to do the job. They need a lot of help and you will be investing time and money on them. Again, imagine if you had a way to help this group of salespeople mimic the behaviour of your exemplars! If they have the ability to improve, then you need to accelerate the program, otherwise it may be time to let them go.

So, as sales leaders, what can you do?

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Navigate with clarity throughout the Salesforce platform

Paul Field C.O.O. @ Improved Apps

Signposting your journey through the Salesforce platform


wrong way and right way signpost

“No man is an island, entire of itself.”


John Donne’s words could equally well apply to enterprise software applications. Businesses do not have islands of activity that have no connection with the other activities being undertaken, and their software tools cannot function effectively as isolated land-masses of capability. Applications provide the functionality that helps automate, rationalise, understand and progress different steps within a business process. Those processes frequently span multiple applications across a variety of platforms and user interfaces.


Salesforce, as a platform, might justifiably claim to be the sea in which the ‘islands’ stand, but that still leaves the challenge of how to move people from one place to another in order for them to complete their journeys quickly and effectively. As a human voyager moving from country to tropical islandcountry we are confronted by changes in language, culture, style and appearance: As virtual travellers along a business process, we face exactly the same kind of issues as we move from one application to another – a different look and feel; different assumptions about what is intuitive; different jargon and different functions.


Even though the integration that takes the data along the journey has improved drastically over recent years and is naturally even more complete when working on a single platform such as Salesforce, it is the human element that so often gets neglected. Not surprisingly, the most significant causes of implementations failing to produce the anticipated benefits are that the adoption of the applications, and the subsequent way in which they are then used, fall short of the target. This is essentially a human failing rather than a system failing.


How then, can we create an environment that unifies the steps to create the complete business process? What can we do to provide the support that the users need to ensure that their journeys are safe and free from delays?

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2015 Technology Innovator Award Winner

Paul Field C.O.O. @ Improved Apps


Technology Innovator Awards 2015 - Best for Embedded Help and Training - UK


2015 is proving to be a great year for Improved Apps!


We have received a string of 5-star AppExchange reviews from Salesforce customers. Our very own Simon Thompson, SVP Customer Success, won a Customer Success Hero Award at the Customer Success Summit held in San Francisco.  To top that, we’re delighted to announce that, after months of painstaking vote counting, research and analysis by Corporate Vision, Improved Apps has been recognised and acknowledged yet again as a winner!


Corporate Vision Magazine has released the winners of 2015 Technology Innovator Awards, and Improved Apps and their solution Improved Help have been named the ‘Best for Embedded Help and Training – UK.

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