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.
Achieve sales outcomes with frictionless CRM experiences
Guidance
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
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.
Analytics
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.
Platform Coverage
Realize the full value of your CRM software investments
Whatfix overlays on any enterprise software or homegrown app in your sales technology stack, including web, mobile, and desktop applications. From Salesforce, MS Dynamics, Oracle CX, SAP CX, and more, software clicks with Whatfix.
Unified platform to guide users and drive user adoption.
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.
Trusted by Enterprises. Loved by Users.
Lee Glenn
72%
Increased CRM user productivity.
Whatfix for Salesforce
Salesforce clicks better with Whatfix. Explore Whatfix for Salesforce or view the Whatfix Salesforce Connector on AppExchange.
WHITEPAPER
How a Sales DAP Drives Revenue by Optimizing CRM Experiences
Learn how Whatfix’s sales DAP drives CRM adoption and value realization by enabling sellers with contextual in-app guidance and support in the flow of work.
GUIDE
What Is a DAP?
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.
REPORT
The Forrester Wave™: Digital Adoption Platforms, Q4 2024
Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
BEST-IN CLASS SOLUTIONS
Recognized by
industry leaders
Software Clicks Better With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.