AI TOOL PROFILE

ClickLearn | Digital Adoption & User Training

ClickLearn helps training managers and IT leads automate the creation of software instructions. It is designed for companies implementing complex ERP or CRM systems that need to maintain user guides.

Pricing

Pricing is tailored based on the application. Subscription licenses are available for Microsoft 365, Dynamics 365, Salesforce, and others, while perpetual licenses are available for IFS and SAP.

At a glance

Best for
Mid-market companies, Enterprise companies, Training managers, CIOs and CTOs, ERP/CRM specialists
Key use cases
ERP and CRM Implementation, Automated Process Documentation, Software Change Management, Global Team Onboarding
Integrations
Microsoft Dynamics 365, Microsoft 365, Microsoft Power Platform, Salesforce, SAP
Visit click learnclick learn software interface screenshot

How AI is used

ClickLearn is a digital adoption tool designed to help organizations onboard employees and manage software training. Users record their workflows within their business applications, which the software then converts into various instructional formats.

It is aimed at CIOs, product managers, and training specialists who manage enterprise software deployments. The tool generates documentation in several formats and provides an in-app guidance panel to assist users while they work.

Buyers should note that the platform supports various enterprise systems and web-based apps. The pricing model depends on the software being supported, with some options including subscriptions and others perpetual licenses.

Through its "Replay" technology, the software can update screenshots and steps when the underlying business process or software version changes.

Key Features

  • Process Capture

    Records work processes in enterprise software by tracking user actions.

  • Multi-Format Output

    Generates training content in seven formats, including Word, PDF, PowerPoint, and interactive videos.

  • User eXperience Panel

    Provides an in-app guidance panel that offers help to employees directly within their software interface.

  • Automatic Documentation Updates

    Uses Replay technology to update screenshots and written steps when software processes change.

  • Multilingual Support

    Supports the translation of learning materials into more than 45 languages.

  • eLearning Portal

    Includes a customizable portal to house and organize recorded training materials.

Use Cases

  • ERP and CRM Implementation

    Supporting the onboarding of users during a new system rollout to help them adopt the technology.

  • Automated Process Documentation

    Creating step-by-step work instructions by recording live processes.

  • Software Change Management

    Updating training materials following software upgrades or process changes.

  • Global Team Onboarding

    Deploying training materials across different regions using multilingual translation capabilities.

Integrations

  • Microsoft Dynamics 365
  • Microsoft 365
  • Microsoft Power Platform
  • Salesforce
  • SAP
  • Oracle
  • IFS
  • Acumatica

FAQ

What does ClickLearn do?

ClickLearn records work processes in business software and automatically turns them into step-by-step instructions in formats like Word, PDF, and video, and provides in-app guidance.

Which software does ClickLearn support?

It integrates with Microsoft Dynamics, Salesforce, SAP, Oracle, IFS, and Acumatica, and covers approximately 90% of Windows and web-based applications.

How does ClickLearn handle software updates?

The platform uses Replay technology to automatically update screenshots and written steps when the software or process changes.

Source category: HR & Recruiting

Source subcategory: Learning Management System

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