To streamline contract generation for Sales, I designed an interactive walkthrough that guides users through launching, reviewing, and executing a Mutual NDA directly from Salesforce using the Ironclad integration.
This training reduced intake errors, improved compliance with legal standards, and accelerated time-to-signature by providing contextual, in-app guidance.
Tool: Arcade
This AI-Avatar Product Training introduces Demandbase Forms Enrichment and walks users through configuring and activating the integration. The script simplifies a technical setup process—covering form URL validation, email field identification, attribute selection, and activation—into a clear, step-by-step onboarding experience.
The video reduce implementation friction, support self-service adoption, and help marketing teams shorten forms while still capturing enriched lead data behind the scenes.
Tool: Synthesia