Case Study: Emory University improves CRM training efficiency with Lemon Learning

Emory University reduces repeat questions with Lemon Learning

Emory University's Advancement & Alumni Engagement department faced a challenge with its Salesforce CRM adoption. Users were relying on long PDFs and job aids that were not accessible within the software, leading to frequent interruptions, guesswork, and support tickets. The two-person training team needed a way to deliver help directly inside the CRM where the work was happening.

Lemon Learning implemented its in-context guidance platform, layering interactive guides and tooltips directly onto the CRM. This solution allowed users to access step-by-step walkthroughs and contextual hints without leaving their workflow. As a result, Emory University retired its long documentation, significantly cut down on repetitive questions, and made the platform a core part of onboarding and adapting to new systems. The vendor's responsive support team was also cited as a crucial catalyst for the program's success.

Emory University