Grifols Accelerated Biopharma Sales Success by Driving Salesforce Adoption With Whatfix

Global pharmaceutical company Grifols transformed its legacy CRM with Salesforce Lightning and drove end-user adoption with Whatfix. Whatfix enabled end-users with in-app guided onboarding, moment-of-need training, and real-time support to find answers in the flow of work.

By enabling Salesforce end-users with contextual guidance and support, Grifols achieved higher biopharma sales win rates and increased overall sales productivity by empowering end-users and creating frictionless CRM processes. It saved 400+ hours of end-user training and support time in seven months and reduced training costs by $107,000, equivalent to a 3x ROI.


The Whatfix Difference

400+ hours

saved on Salesforce end-user training and support in seven months.


saved in reduced seller training and support costs.


ROI of Salesforce investment within seven months of DAP deployment.

“People are more proficient in Salesforce now, so they can spend more time nurturing new biopharma sales opportunities. Instead of wasting time asking around for help, they can use the in-app training to manage leads, contacts, and customers within Salesforce. Ultimately Whatfix helped Grifols close more pharma sales opportunities and deliver a better customer experience.”

Michelle Brophy

CRM Global Biopharma Specialist at Grifols

The Challenge

Salesforce End-Users Struggled to Adopt Salesforce and Its Workflows, Hurting Sales Performance

Grifols is a global pharmaceutical company, a leader in plasma-derived and transfusion medicine across 110+ countries. It’s focused on treating conditions across a range of therapeutic areas, including neurology, immunology, and pulmonology.

Grifols’ US-based biopharma sales team included 250 salespeople. It relied on Salesforce Lightning and Service Cloud to centralize customer information, support a quicker time-to-market, nurture customer relationships, and grow accounts.

However, the sales team struggled with Salesforce’s features, functionality, and custom-built workflows due to the depth of Salesforce functionality and Grifols’ highly-customized Salesforce configuration. For example, they were unclear about which steps to take once a new biopharma sales lead was created and struggled to update accounts.

This hurt sales productivity and this uncertainty cascaded into a high caseload for the CRM support and training team tasked with educating new and existing Salesforce end-users.

“Before Whatfix, I spent an average of 40 minutes on each Salesforce support case, creating screenshots or talking people through a process,” exlpained Michelle Brophy, CRM Global Biopharma Specialist at Grifols.

New sellers received only six hours of Salesforce training and struggled to use the contextual processes critical to success in the individual roles.

“We couldn’t realistically expect to onboard new hires to Salesforce in just six hours. They needed extra content and support,” said Brophy.

The Solution

Whatfix Enabled Sellers to Focus on Biopharma Sales Development and Achieving Goals With In-App Assistance and Support

Grifols was introduced to Whatfix at Dreamforce. It soon re-modeled its Salesforce training and support with Whatfix.

“We discovered Whatfix at Dreamforce and quickly realized real-time digital guidance could transform how users engaged with Salesforce Lightning and Service Cloud. Whatfix’s no-code DAP was simple, powerful, and personalized to every user,” said Brophy.

Live for four years, Whatfix’s in-app guidance and end-user support platform enabled sellers with simple, interactive, step-by-step guidance and on-demand support, all in the flow of work. Users no longer needed to leave Salesforce to find answers to questions or locate sales enablement-related SOPs.

self-help-gif (1)

Brophy and her team re-imagined all documentation processes with interactive, in-app Flows that guided sellers through each step in Grifols’ contextual Salesforce processes. They created multi-step in-app walkthroughs, as well as converted them into PDFs and videos, of the training documentation – all without coding or other deep-dive technical skills.

“Sellers are more proficient in Salesforce now, so they can spend more time on nurturing new biopharma sales opportunities. Instead of wasting time asking around for help, they can use the in-app training to manage leads, contacts, and customers within Salesforce. Ultimately Whatfix helped Grifols close more pharma sales opportunities and deliver a better customer experience,” said Brophy.


Using Whatfix User Actions, Grifols tracked custom user actions and events and analyzed end-user behavior in Salesforce Grifols extracted Salesforce end-user behavioral actions to identify successful vs. unsuccessful Self Help searches. This empowered Grifols with a data-driven approach to understand where its sellers were experiencing process friction and highlight areas in its sales processes where additional support was needed.


With this data, Grifols engaged with its development team to adapt and optimize its Salesforce processes. They also created new multiformat in-app content to guide users in these areas of friction.

Whatfix also improved Salesforce’s feature adoption and overall user engagement. Grifols discovered that some biopharma sales leads were left unopened in Salesforce for years, hurting win rates and potentially missing high-intent opportunities. 

Before implementing Whatfix, an automated email would be sent to sellers notifying them of new or unopened leads, but these emails were frequently overlooked. With Whatfix, sellers were alerted to unopened and new leads with an in-app Pop-Up, which prompted sellers to check leads. When end-users clicked on the Pop-Up, an in-app Flow guided sellers through the contextual next steps on what to do with the information

The Results

Whatfix Enabled Salesforce End-Users With Better Sales Technology Experiences, Driving Higher Biopharma Sales Win Rates

Whatfix empowered Grifols with the data to identify areas of friction in its sales workflows, as well as the in-app guidance and support to overcome these friction areas to enable sellers and maximize sales potential. With Whatfix, Grifols accomplished many goals and drove sales results, including:

  • Achieved a 3x return on its Salesforce investment: Grifols reduced training and support costs by $107,000 by reducing tickets and using multi-format, in-app content. 
  • Saved 400+ hours on end-user training and support-related issues within seven months of implementing Whatfix.
  • Influenced higher biopharma sales win rates, shortened time-to-resolution, and improved service quality.
  • Reduced volume of CRM support cases by 22% (from 315 last year to 246 this year). Salesforce end-users are now more self-sufficient in finding answers to their questions in the flow of work.
  • Lowered dependency on its training team. Last year, Brophy’s CRM training team directed sellers to Whatfix content 114 times, vs 19 times in 2023, suggesting its Salesforce end-users were confident using in-app support without seeking additional help.
  • Increased Salesforce Lightning and Service Cloud adoption. For example, over a three month period last year there were 25 searches relating to lead conversion. This year, using Whatfix, there were 18 – a 28% reduction.
  • Delivered faster new seller onboarding in Salesforce that reduced time-to-proficiency for newer employees. For example, the six hours of on-demand video training available in Whatfix means users no longer devote a full day to live training (once travel time is included). It also eliminates the travel cost.
  • Simplified new hire training with more contextual, engaging, and effective training content.
  • Simultaneously, created multi-format help content and documentation such as walkthroughs, pdfs, and videos.
  • Simplified users’ ability to access and locate documentation.

“Our salespeople are more empowered now. During new hire training, for example, we drill into every candidate that Whatfix is there to help them navigate Salesforce. Make no mistake, Whatfix is an essential part of our sales strategy,” said Brophy.

Ready to experience Whatfix for yourself?

Company Size




Use Case

  • Sales Training
  • Performance Support
  • Process Optimization
  • Digital Transformation


  • Salesforce Lightning
  • Salesforce Service Cloud

Don’t see your answer? Send a message to our live chat, we’d be happy to help!

A digital adoption platform (DAP) overlays onto other software applications that provide in-app guidance and on-demand support to users. Admins use no-code editors to create, publish, and manage in-app content such as product tours, interactive walkthroughs, smart tips, task lists, and self-help wikis that help assist and guide users through applications in real-time.

Absolutely! You can sign up for a free trial to give Whatfix a test drive here.

Whatfix supports both cloud and on-premise implementations.

For our cloud offering, you only need to install our Whatfix Editor extension on Chrome or Firefox and you’re ready to get started. The user experience of our editor is so simple that you can create interactive guides easily, with no technical setup required.

We also offer full support on on-premise setups. Whatfix guides can be exported and deployed on your own web server with our on-premises export version.

Our pricing is entirely based on customer requirements and usage. We have tailor-made pricing models for SMBs and large enterprise companies. For more details on pricing, visit our pricing page or you can contact us at [email protected] or call us at +1-800-459-7098. We would be happy to provide you with a custom quote.

Our customers use Whatfix for a variety of use cases, including: 

  • Supporting change and digital transformation efforts.
  • Contextual employee training, onboarding, and performance support across your entire software applications and digital processes.
  • Building UI elements such as product tours and walkthroughs for better user onboarding experiences.
  • Creating self-help portals to provide end-users and customers with on-demand guidance and support.
  • Building better employee and customer experiences through advanced product analytics and behavioral data.

Our customers range from SMBs, large enterprises, and Fortune 100 companies across verticals, including:

  • SaaS companies
  • eCommerce marketplaces
  • Insurance companies
  • Healthcare providers
  • Media companies
  • Governments
  • Universities

…and many more – all solving their digital adoption challenges by empowering their employees, customers, and end-users with Whatfix. 

View our customer stories now.

You can read Whatfix reviews on G2, where we have 220+ reviews and have been named a Leader in the DAP category in 8 consecutive reports.

Ready to Whatfix?

See how Whatfix’s digital adoption platform empowers employees, customers, and end-users with contextual in-app guidance and on-demand self-support to fully realize their potential through technology adoption.