Accelerate CRM Adoption & Maximize ROI

With Whatfix for CRM, support users in the flow of work and maximize usage for your mission-critical CRM platform.

Trusted digital adoption partner of Fortune 1000 companies

Achieve sales outcomes with frictionless CRM experiences

Accelerate CRM onboarding and drive seller adoption

Reduce CRM time-to-proficiency with hands-on training and enable users with contextual in-app guidance like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve sales outcomes.

Support CRM users in the flow of work and drive sales productivity

Whatfix enables CRM users – from AEs, CSMs, and marketers – to complete everyday tasks more efficiently with in-app performance support at critical moments – eliminating CRM friction, reducing data entry errors, improving process governance, and maximizing CRM usage.

Analyze CRM usage, identify friction points, and optimize sales processes.

Analyze how end-users engage with your in-app content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, track custom user events and analyze user behavior via Funnels, Journeys, and Cohorts to drive adoption and create frictionless CRM experiences.

CRM Software Clicks Better With Whatfix

See why sales organizations at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.

No-code content editor

Create contextual in-app guidance and support content tailored to CRM end-users roles and needs with Whatfix Studio.

Smart context

Automatically deliver contextual in-app guidance and support to end-users depending on where they’re at in a CRM, the sales process, their role, and more.

Immerse CRM users with hands-on training

Create replica sandbox environments of your CRM applications for hands-on training without risking live software usage.

Analyze and engage in one platform

Capture user events and CRM usage data to identify areas of friction and take a data-driven approach to new in-app guidance, improve product experiences within a single platform.

AI-powered

Integrating generative AI into its digital adoption platform, Whatfix offers content authoring assistance, information synthesizing, performing in-app tasks based on user input, and more.

Customer-centric approach

Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.

Reed achieved 94% end-user adoption of its highly-customized CRM with Whatfix

Read the case study

Whatfix for Salesforce

Salesforce clicks better with Whatfix. Explore Whatfix for Salesforce or view the Whatfix Salesforce Connector on AppExchange.

GUIDE

What Is a Digital Adoption Platform?

See why IDC predicts that by 2027, 80% of G1000 organizations will mitigate technical skills shortages and conduct employee upskilling with a DAP in our ultimate guide.