ScreenSteps: Product updates, Customer stories, and Insights | 2026 Cuspera

Desert Rivers Credit Union helps Loan Officers with guided workflows. They made 11 workflows for loan processes. New officers can work alone after a few weeks. This reduces pressure on managers.

A company used ScreenSteps to train 250 employees on Salesforce. They used Find & Follow micro-training. The training answered 4,500 questions. This helped the lead trainer. The company designs, reta...ils, and installs architectural products.
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A company with 250 employees needed to transition from an old CRM system to Salesforce. They faced challenges with virtual training and employee apprehension. Using the ScreenSteps Find & Follow micr...o-training program, they successfully rolled out Salesforce. The knowledge ops platform answered 4,500 questions, reducing the burden on the lead trainer.
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Farm Credit of the Virginias needed a better system to support employees during a Fiserv DNA rollout. They used the ScreenSteps Knowledge Ops Platform to create digital guides that employees could ea...sily find and follow. This helped them successfully launch Fiserv DNA to 200 employees, improving consistency, employee confidence, and customer experience.
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Farm Credit of the Virginias used ScreenSteps to help employees with a Fiserv DNA rollout. They created digital guides for employees. This improved employee confidence and customer experience. They s...uccessfully launched Fiserv DNA to 200 employees.
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A B2B technical helpdesk faced challenges with scattered documentation, leading to 6-month training times and poor customer experience. They implemented a Knowledge Ops Platform to improve training a...nd knowledge transfer. As a result, new agent training time dropped to two weeks, with a 70% reduction in Average Handle Time (AHT) and a 60% improvement in First Call Resolution (FCR).
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