Use Cases / Benefits
Better Sales Task Management
Provide step-by-step in-app guidance to rapidly complete workflows on the Salesforce platform. Eliminate guesswork from complex sales tasks and Identify and automate time consuming tasks to shorten long workflows.
Hands-On Salesforce Learning
Maximize Salesforce adoption and training with personalized, in-app learning flows. With learning in the flow of work, the path to productivity during change management and new hire onboarding is faster than ever.
In-App Knowledge Center
Bring self-service support for Salesforce directly in the app. Build knowledge centers and support flows on the SFDC platform, allowing your sales, support and marketing teams to have easy access to all customer engagement processes and updates when they need it most.
Bring knowledge into where sales people spend the most time. Collate process changes and platform updates from every corner of the enterprise into a centralized and readily available repository. Helpful content never goes out of date with Whatfix.
Key features that are relevant for this solution
Salesforce In-Application Guidance
Break down complex Salesforce journeys into easy guided steps with Whatfix Flows. Customize Flows using branching and automations to align with your organizational sales processes. Transform Flows into automatically updatable videos, PDFs and presentations.
Create personalized training plans based on individual Salesforce users’ requirements, roles, and platform usage. With Whatfix, diversify your team’s learning with a combination of Whatfix created and externally fetched content that leverage analytics to maximize Salesforce product adoption.
Reduce the burden on your support team by creating a self-sufficient workforce with self-service, contextual help embedded directly into your applications.
By The Numbers
The Whatfix difference