Southwest Airlines® drives productivity, accelerates learning, and communicates process changes in Salesforce with Spekit

Southwest Airlines has invested heavily in training its Employees to continue leveling up their skills. Traditionally, it leaned on more formalized, real-time training sessions in order to disseminate information. Sales Teams had to flip between slide decks and notes taken during training and input that to Salesforce, resulting in information often being lost in translation. Valuable training resources, job aids, and documented processes were housed across five different systems outside of Salesforce, creating excess work for users and leading to lost productivity searching for information. With their Team transitioning to remote work, they needed a more scalable self-serve solution to streamline training while keeping everyone productive.
Businesses need an effective way to train employees and communicate change in real time — without disrupting their workflows.
In the case of Southwest Airlines, the Company sought to understand how technology could help it house training material and updates directly in Salesforce where sales teams could easily access them. It was able to do this with the help of Spekit.
Southwest Airlines® now houses all training materials right inside Spekit for easy, contextual access directly within Salesforce. This allows its Employees to learn their processes and access key resources without leaving their workflow. Spekit also serves as an effective change management tool. Rather than relying on mass emails, Southwest Airlines pushes information and updates directly through Spekit, and its Teams are made aware with in-app notifications. The ability to view real-time analytics and feedback provided in the Spekit dashboard helps Southwest Airlines understand what users are viewing, where it can shift focus for training, and what process changes will have the most impact — ensuring that training is relevant and up to date.