Unlock the Full Potential of Your Sales Applications
With Whatfix for Sales Teams, support sellers in the flow of work, maximize sales technology usage, and create frictionless CRM workflows.
Maximize sales technology ROI and enable sellers with frictionless CRM workflows.
Guidance
Accelerate sales technology onboarding and maximize adoption with in-app guidance
Reduce new seller 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 sellers in the flow of work and drive sales productivity
Whatfix enables sales technology 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.
The Whatfix Platform
Analyze. Create. Engage.
Whatfix is an AI-powered platform that enables users, accelerates workflows, and maximizes digital ROI. Trusted by 700+ digital-first organizations, Whatfix strives to make technology user-centric, unlocking productivity and empowering enterprises to realize outcomes from digital investments.
Sales Workflows Click 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 seller guidance and support content tailored to CRM users’ roles and sales needs with Whatfix Studio.
Smart context
Automatically deliver contextual in-app seller guidance and support to end-users depending on where they’re at in a CRM, the sales process, their role, and more.
Immerse sellers with hands-on training
Create replica sandbox environments of your CRM and sales 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 sales 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.
Lee Glenn
72%
Increased CRM user productivity.
Great Businesses Work With Whatfix
WHITEPAPER
How a Sales DAP Drives Revenue by Optimizing CRM Experiences
Learn how Whafix’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
With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.