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.
End-to-end adoption platform, across the application lifecycle
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
Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.
Unified approach to digital adoption
Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.
Cross-application workflow support
Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.
Customer services that drive outcomes
Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.
Whatfix for Salesforce
Salesforce clicks better with Whatfix. Explore Whatfix for Salesforce or view the Whatfix Salesforce Connector on AppExchange.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
With a heavily customized Salesforce instance and multicultural processes to cater for, the flexibility of Whatfix empowers us to get the right training to the right people, at the right time.
Lee Glenn
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
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.