Make Salesforce® Easy To Use

Simplify your Salesforce training and onboarding with Whatfix interactive guides.
Our step-by-step guidance system guides users from the beginning of a task till its successful completion.

Whatfix on Salesforce
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Accelerate Salesforce Adoption

User Onboarding on Saleforce

Is Salesforce onboarding a major pain-point for your company? Whatfix’s customizable onboarding solution will get your new users comfortable with Salesforce, in no time.

User Onboarding on Saleforce
Salesforce Training Simplified

Salesforce Training Simplified

Salesforce Training Simplified

Eliminate user confusion, human errors and create a robust Salesforce Training program. Train users on a live product with interactive balloon tips rather than traditional documentation and videos.

Make Salesforce Self-Serving

Salesforce self-help widget

Our self-help widget enables you to get live help at the moment of need. With it, you can ensure that your users performs their tasks productively and efficiently.

Salesforce self-help widget

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Whatfix has provided our company with an interactive tool to assist our internal sales reps, with multi-step processes within our Salesforce. It’s created as an easy to use, easy to navigate system, that promotes action and ultimately saves our employees time from having to learn new processes. I mostly appreciate the proactive outreach they provide and the passion they have to make sure their clients see success from their product.

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Testimonial_image_hoverKate HouserSenior Sales Operations, WeddingWire

HOW WHATFIX WORKS

Design

DESIGN

Design interactive guides with zero coding using our simple to use Editor.

Engage

ENGAGE

Effectively engage your users across multiple touch points be it on your website, chat, knowledge base or LMS.

Analyze

ANALYZE

Measure the effectiveness of your user engagement using our advanced analytics.

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DISCOVER HOW WHATFIX CAN HELP YOUR BUSINESS

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Disclaimer: Use of any Salesforce® trademark on this page does not  suggest or indicate a recommendation, an endorsement or a business relationship between Salesforce and Whatfix. The trademarks and product names of Salesforce Inc., including the mark Salesforce®, are the property of Salesforce.com

Discover How Whatfix Can Help Your Business


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Discover How Whatfix Can Help Your Business


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Discover How Whatfix Can Help Your Business


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