Case Study: JLL saves time and boosts efficiency with Spekit’s in-app learning platform

JLL saves time and boosts efficiency with Spekit’s seamless in-app learning platform

JLL, a global property consultancy facing rapid growth and a distributed, remote workforce, needed a better way to roll out Salesforce and onboard new staff while preserving data quality and process consistency. Their complex Salesforce org — used for CRM, project and resource management, and billing — relied on spreadsheets for documentation with no version control, creating gaps in training and a need for living, in‑context guidance. Spekit’s in‑app learning platform and Salesforce Data Dictionary were chosen to address these challenges.

Spekit delivered a single source of truth embedded in Salesforce, letting JLL create and maintain field‑level documentation and in‑app training quickly (the team built initial Sales Management content in about three weeks) and pilot it with users. The result was near‑immediate adoption, stronger data integrity, faster onboarding and clearer change communication — outcomes JLL credits to Spekit’s seamless in‑app guidance now used across 10,000+ employees.

JLL

Nana Gregg

VP & Senior Salesforce Administrator