Case Study: Kaseya achieves greater sales efficiency and productivity with WalkMe

Kaseya transforms Salesforce experience to boost efficiency and scale sales performance with WalkMe

Kaseya, using WalkMe as its digital adoption solution, needed a more streamlined, in-the-moment support experience for sales reps as Salesforce workflows became more complex. The goal was to improve opportunity management, reduce friction, and help teams scale sales performance while maintaining cleaner data.

WalkMe helped Kaseya deliver real-time guidance and automation within Salesforce, making opportunity creation faster, easier, and more accurate. The result was a 45% reduction in time spent on early-stage opportunities, more than 22,000 hours saved annually, and over $1M in productivity savings, while also improving onboarding, pipeline reviews, coaching, and forecasting.

Kaseya

Dario Spina

Senior GTM Strategy Analyst