The rapid route to Enterprise-wide Salesforce Adoption

Drive a successful Salesforce adoption strategy with the Whatfix Digital Adoption Platform. Unlock higher sales productivity, save training costs and achieve faster Salesforce ROI with Whatfix.

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Engage at every step of the Salesforce adoption journey

New User Onboarding

Encourage Salesforce adoption right from the start of the user journey.

  • Help new users navigate Salesforce pages and workflows.
  • Personalize welcome messages with text and rich media content.
  • Trigger product tours and contextual walkthroughs based on user role.
  • Seamlessly blend into Salesforce with customizable themes and appearance.
Continuous Learning

Personalize training strategies and influence ongoing Salesforce adoption

  • Empower users to continually develop Salesforce skills.
  • Train users on new features and processes in the flow of work.
  • Bidirectionally integrate with SCORM compliant LMS.
  • Manage the Salesforce learning progress at a user level.
Change Management

Motivate users to try newly launched Salesforce features

  • Alert users to updates and changes to sales processes.
  • Use guided walkthroughs for progressive and intuitive Change Management.
  • Automate non essential steps in Salesforce workflows to save time and effort.
  • Maintain Salesforce data quality with real time data validation and form field guidance.
On-demand support

Empower Salesforce users with self discovery and support

  • Reduce support tickets with in-app, contextual help for Salesforce users.
  • Autonomously aggregate and serve the right content to users at the right time.
  • Collect feedback on the usage and effectiveness of support content.
  • Create multi-format and reusable support content in a few steps.
Onboarding

Encourage Salesforce adoption right from the start of the user journey

  • Help new users navigate Salesforce pages and workflows.
  • Personalize welcome messages with text and rich media content.
  • Trigger product tours and contextual walkthroughs based on user role.
  • Seamlessly blend into Salesforce with customizable themes and appearance.
Training

Personalize training strategies and influence ongoing Salesforce adoption

  • Empower users to continually develop Salesforce skills.
  • Train users on new features and processes in the flow of work.
  • Bidirectionally integrate with SCORM compliant LMS.
  • Manage the Salesforce learning progress at a user level.
Beacon

Motivate users to try newly launched Salesforce features

  • Alert users to updates and changes to sales processes.
  • Use guided walkthroughs for progressive and intuitive Change Management.
  • Automate non essential steps in Salesforce workflows to save time and effort.
  • Maintain Salesforce data quality with real time data validation and form field guidance.
Self-Help

Empower Salesforce users with self discovery and support

  • Reduce support tickets with in-app, contextual help for Salesforce users.
  • Autonomously aggregate and serve the right content to users at the right time.
  • Collect feedback on the usage and effectiveness of support content.
  • Create multi-format and reusable support content in a few steps.

Global Enterprises, Including Fortune 500 Companies Trust Whatfix

Supercharge sales performance through better Salesforce Adoption

25-37%

Increase in employee productivity

$8.7 Million

Annual median savings from improved Digital Adoption of 1 application area for an enterprise with >1000 employees

50-84%

Reduction in training content creation and updation cost and time

2.5-3x

Faster time to productivity for a new employee

45-60%

Reduction in Level 1 application support queries

33-50%

Reduction in the time to launch enterprise applications as a new business unit

Why choose Whatfix for Salesforce Adoption

Guidance across sales applications

Whatfix connects guidance across sales processes that span multiple journeys and software including Salesforce, CPQ, CLM, SPM and HCM.

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Built for all types of Salesforce

Whatfix is compatible with all versions of Salesforce including Classic, Lightning and highly customized instances. Whatfix also helps with adoption, onboarding and training during Salesforce Classic to Lightning migration.

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Ease of content creation and use

Whatfix intelligently detects and interacts with Salesforce objects at the HTML level, making content creation quick and completely code-free. Walkthroughs and content remain unaffected even after user interface changes.

Rapid deployment

Whatfix can be deployed as a simple browser extension across all Salesforce users simultaneously. Whatfix provides separate extensions for content creating administrators and Salesforce end users.

  • Spring
  • ALSO
  • BAUSCH LOMB
  • UCI
  • Cisco
  • moorabool
  • Reg
  • Grifols

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