Accelerate Salesforce Adoption & Maximize ROI
With Whatfix for Salesforce, support users in the flow of work, maximize usage, and create frictionless workflows across your Salesforce applications.
Achieve business outcomes with a frictionless Salesforce experience
Guidance
Accelerate Salesforce user onboarding and drive seller adoption
Reduce Salesforce 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
Embed performance support into Salesforce tasks and workflows
Whatfix enables Salesforce users – from AEs, CSMs, and marketers – to complete everyday tasks more efficiently with in-app performance support at critical moments – eliminating SFDC friction, reducing data entry errors, improving process governance, and maximizing CRM usage.
Analytics
Analyze Salesforce usage, identify friction, and optimize sales processes
Analyze how Salesforce 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.
Salesforce Clicks Better With Whatfix
See why Salesforce customers at Fortune 1000 enterprises choose Whatfix as their digital adoption partner.
No-code content editor
Create contextual Salesforce in-app guidance and support content tailored to end-users roles and needs with Whatfix Studio.
Smart context
Automatically deliver contextual in-app guidance and support to SFDC end-users depending on where they’re at an application, the business process, their role, and more.
Immerse Salesforce users with hands-on training
Create replica sandbox environments of your Salesforce applications for hands-on training without risking live software usage.
Analyze and engage in one platform
Capture user events and Salesforce 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 Salesforce 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.