Knowledge Management For The Modern Business

ScreenSteps Is A Cloud Platform For Teaching Your Workforce Internal Policies & SOPs, And For Educating Customers About Your Products & Services

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ScreenSteps Makes Life Easier By...

Cutting Learning Curves

Decrease the time it takes for new employees to learn your operations and start making contributions (with less hand holding).

Reducing Interruptions

Cut down on the emails and the interruptions from customers and employees asking how to do routine tasks and procedures.

Enabling Employees

Improve your sales and support team's customer interactions, and help everybody do a better job performing their day-to-day work.

ScreenSteps will help your business run better

When employees follow policies, understand processes, and execute procedures, the world is a happier place.


Low-Touch Training

You and your managers don't always have time to sit down and explain (and re-explain) everything to employees and contractors.

With ScreenSteps, you can create courses, and offer your workforce a low-touch training option for learning policies, processes, procedures, and best-practices.

  • Anyone can create content (built-in editor)
  • Track employee and contractor progress
  • Reuse course material in your ScreenSteps knowledge base
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Easy-to-Read SOPs

If you've created SOPs (standard operating procedures) in the past, you know the pain of formatting screenshots in Word or uploading images to a wiki. 

With ScreenSteps, you get a built-in editor that streamlines the entire process. Create checklists and tip sheets that are visual and easy to follow.

  • Built-in screen capture and annotation editor
  • Add foldable sections and checklists
  • Incorporate videos hosted on 3rd party services
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Deliver Training Materials Where Employees need them


Answers are only a click away

With ScreenSteps, you can put your checklists and job aids in the cloud applications your business uses, with no APIs and no integrations.

When employees and contractors are working in Salesforce and have questions about the Opportunities object, they simply click on the Chrome extension to view your suggested content. Your article slides out with instructions so employees can stay on the screen they're working in.

  • Decrease response time during customer interactions
  • Improve data quality with more consistent inputs
  • Replaces PDFs and hard copies during hands-on training
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Give Employees & Contractors An Internal "Google"

Before, during, and after your training, your employees will have questions. And they want an easy way to search for answers.

With ScreenSteps, it's easy create an online knowledge base that your employees can browse or search using keywords. ScreenSteps takes care of the hierarchy, search functionality, and viewing permissions so that you can focus on creating training materials that your employees can use when they need help.

  • Control viewing permissions
  • Built-in hierarchy for easy organization
  • Search includes article titles, text, and can include additional search tags
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Know who is looking at your training and SOPs


Tell Your Boss How Well ScreenSteps is Working

See exactly which articles employees are using, which courses are being completed, and what questions employees have. With ScreenSteps, you will never have to guess whether your hard work is making a difference.

  • Show your boss monthly reports
  • Employees can vote each article with a Thumbs Up or a Thumbs Down 
  • View terms that employees are searching for
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Support That Is Above And Beyond

You guys have really spoiled us with support – it is so above and beyond what we’re used to from a SaaS product. It’s amazing. You just don’t find service like this with other SaaS products.

Instructional Designer/Trainer, Washington State Board for Community and Technical Colleges

Do More than Just IT Training

Use ScreenSteps for all of your company training and operating resources

Company Policies

Store your company policies and best practices in ScreenSteps so that when your employees have questions about leaving early on Friday or preparing for a client meeting, they can easily find your guidance.

Sales Resources

Manage your sales brochures, case studies, and scripts for overcoming objections in ScreenSteps so that sales reps can quickly find the right PDF, Excel Spreadsheet, or article when they need it.

Support Reps

Organize internal support resources in ScreenSteps so that your reps can quickly browse or search for answers, and respond to customers without missing a beat. Critical when outsourcing customer services.

Customer Resources

Create a knowledge base for your employees, and create a separate knowledge base for your customers. With ScreenSteps, you can create multiple knowledge bases for different audiences.

If learning technology is the only thing holding your employees back, ScreenSteps will help bridge the gap.

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