Whatfix Overview

Whatfix is trusted by enterprises for digital adoption, enhancing employee proficiency with enterprise applications. Companies of all sizes, including Fortune 500 firms, rely on its digital guidance.

Use Cases

Customers recommend Enhancing Digital Adoption Via Personalized Onboarding, Reduce Support Calls, Engagement Management, as the business use cases that they have been most satisfied with while using Whatfix.

Other use cases:

  • Workflow Management
  • Content Management
  • Knowledge Management
  • Create Self-Help Tutorials & Guides
  • Customer Feedback Management
  • Customer Case Management
  • Sending & Publishing Communications
See all use cases See less use cases

Business Priorities

Scale Onboarding Best Practices and Improve ROI are the most popular business priorities that customers and associates have achieved using Whatfix.

Other priorities:

  • Improve Sales Productivity
  • Improve Client Relationship
  • Onboard Existing Users For New Features
See all business priorities See less business priorities

Whatfix Use-Cases and Business Priorities: Customer Satisfaction Data

Whatfix works with different mediums / channels such as Phone Calls.

Whatfix's features include Personalization, In-App Digital Guidance, Ticketing, etc. and Whatfix support capabilities include Chat Support, Email Support, Phone Support, etc. also Whatfix analytics capabilities include Custom Reports, and Analytics.

Reviews

"In my opinion, the Whatfix DAP is not just a tool that’s going to help me in realizing my vision of new, easy onboarding. I felt like this is a feature-rich platform, which is rolling out release after release of new features that can be incorporate...d in the user education experience." - Charlotte Binder

Whatfix, Quadient CCM platform, Contentsquare, RapidSpike, freshping, etc., all belong to a category of solutions that help Digital Experience Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Whatfix

Top Industries

  • Information Technology and Services
  • Computer Software
  • Internet

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Whatfix is popular in Information Technology And Services, Computer Software, and Internet and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Whatfix Use Cases

Why is Whatfix the best choice for Enhancing Digital Adoption Via Personalized Onboarding?

What solutions does Whatfix provide for Reduce Support Calls?

Why is Whatfix the best choice for Engagement Management?

How does Whatfix facilitate Workflow Management?

How efficiently Does Whatfix manage your Content Management?

19+ more Business Use Cases

44 buyers and buying teams have used Cuspera to assess how well Whatfix solved their Digital Experience Platform needs. Cuspera uses 3117 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Digital Experience Platform needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Whatfix testimonial

Charlotte Binder

Project Manager Business Solutions & Corporate Projects

Hays

In my opinion, the Whatfix DAP is not just a tool that’s going to help me in realizing my vision of new, easy onboarding. I felt like this is a feature-rich platform, which is rolling out release after release of new features that can be incorporated in the user education experience. Testimonial By Charlotte Binder
Whatfix testimonial

Eric Castorina

Director of Learning and Performance

TSG

Nothing irritates me more than whenever I’m trying to partner with a company and they don’t really receive my feedback or are not willing to test the limits and see what we can do,” Castorina told us. “And the Whatfix team was the opposite. They went above and beyond to make our roadmap within Self... Help go from a concept to what it is today. So I was really, really happy with that.

Testimonial By Eric Castorina
Whatfix testimonial

Amy Boldt

Learning Leader

Sentry

From the beginning Whatfix has been easy to use and work with. The platform is intuitive and has been well received by our developers and learners, but I have to say it’s been the support and responsiveness of the Whatfix team that has made this impact for us. Testimonial By Amy Boldt
CUSTOMERS TESTIMONIALS
Whatfix testimonial

Charlotte Binder

Project Manager Business Solutions & Corporate Projects

Hays

In my opinion, the Whatfix DAP is not just a tool that’s going to help me in realizing my vision of new, easy onboarding. I felt like this is a feature-rich platform, which is rolling out release after release of new features that can be incorporated in the user education experience. Testimonial By Charlotte Binder
Whatfix testimonial

Eric Castorina

Director of Learning and Performance

TSG

Nothing irritates me more than whenever I’m trying to partner with a company and they don’t really receive my feedback or are not willing to test the limits and see what we can do,” Castorina told us. “And the Whatfix team was the opposite. They went above and beyond to make our roadmap within Self... Help go from a concept to what it is today. So I was really, really happy with that.

Testimonial By Eric Castorina
Whatfix testimonial

Amy Boldt

Learning Leader

Sentry

From the beginning Whatfix has been easy to use and work with. The platform is intuitive and has been well received by our developers and learners, but I have to say it’s been the support and responsiveness of the Whatfix team that has made this impact for us. Testimonial By Amy Boldt

Case Studies

Information Services

CASE STUDY Experian

Experian achieved a 48% reduction in training costs, a 55% decrease in support queries, and a 72% productivity increase using Whatfix for Salesforce adoption.

Computer & Network Security

CASE STUDY Sophos

Sophos improved employee training and support using Whatfix, reducing 12,000 IT support tickets and saving 1,070 hours annually.

Oil & Energy

CASE STUDY Renewable Energy Group (REG)

Renewable Energy Group (REG) cut time-to-proficiency by 50% on Salesforce CRM and Oracle JD Edwards, reducing IT support queries and human errors using Whatfix in-app guidance.

Health, Wellness and Fitness

CASE STUDY AbleTo

AbleTo leveraged Whatfix to onboard 10x more providers, save $71,000 in training and onboarding, and boost patient task completion by 50%.

Human Resources

CASE STUDY ManpowerGroup

ManpowerGroup used Whatfix to enhance its Bullhorn ATS, creating 119 guidance flows, improving recruiter proficiency and providing real-time support for efficient transformation.

Computer & Network Security

CASE STUDY Sophos

Sophos saved $390,000 annually by using in-app technical guidance and self-support for its firewall customers, deflecting 10% of support tickets and accelerating cybersecurity deployments.

Video

Introducing Whatfix AI – Your Ultimate Workplace Assistant.

Video Thumbnail

Frequently Asked Questions(FAQ)

for Whatfix

What is Whatfix?

Whatfix is a Digital Adoption platform enabling users to leverage business applications fully, improve on-boarding experience, provide personalized training, deliver self-service support across product suites and more. It helps enhance user efficiency, enterprise productivity and business outcomes by making it simple for users to adopt technology. Whatfix can be used on Salesforce, MS Dynamics, Oracle CRM and other platforms ensuring successful adoption and usage of these applications.

Whatfix features include provision for personalized context-based help with useful information in-app, walkthroughs and content, enabling enterprises with training effectiveness, micro-learning plans and integration with the LMS system.

Whatfix enables round-the-clock customer support and user help with its knowledge base aggregation feature, and content creation with zero-coding. Insights on user engagement and content relevance, and feedback on walkthroughs is provided by the analytics feature and its integration with survey tools

What is Whatfix used for?

Whatfix is a Digital Experience Platform Software mainly used by its customers to Scale Onboarding Best Practices and Improve ROI by Enhancing Digital Adoption Via Personalized Onboarding, Reduce Support Calls and Engagement Management .

What are the top features of Whatfix?

Personalization, In-app digital guidance and Ticketing are some of the top features of Whatfix.

Who uses Whatfix?

Whatfix is used by Information Technology And Services, Computer Software and Internet among other industries.

What are Whatfix alternatives?

Quadient CCM Platform, Contentsquare, RapidSpike and Freshping are popular alternatives for Whatfix.

Where is Whatfix located?

Whatfix is headquartered at San Jose, CA.
lightning

Peers used Whatfix for Enhancing digital adoption via personalized onboarding and Reduce support calls

Whatfix Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.28/5

Read Reviews (11)
Custom Reports

3.76/5

Read Reviews (166)
Analytics

3.23/5

Read Reviews (73)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.28/5

Read Reviews (11)
Custom Reports

3.76/5

Read Reviews (166)
Analytics

3.23/5

Read Reviews (73)

Software Failure Risk Guidance

?

for Whatfix

Overall Risk Meter

Low Medium High

Top Failure Risks for Whatfix

Whatfix Inc. News

Product

Whatfix expects AI products to contribute 20% of revenue by end of 2026 as it gears up for IPO

Whatfix projects that AI-powered products will generate 20% of its revenue by the end of 2026 as it accelerates AI integration to drive profitability and prepares for an IPO. The company, which serves over 700 enterprisesincluding Shell, Microsoft, and Schneider Electricrecently raised $125 million in Series E funding to support global expansion and product innovation.

Customer

Whatfix: How Heineken Boosts User Adoption and Drives Digital Transformation at Scale

Heineken leverages Whatfixs digital adoption platform to enhance user adoption and accelerate its digital transformation initiatives, enabling streamlined onboarding and improved productivity across its global workforce.

Product

Whatfix Unveils ScreenSense: An AI Technology to Shape the Next Frontier of Digital Adoption

Whatfix has introduced ScreenSense, an AI technology aimed at advancing digital adoption.

Awards

Whatfix and Sophos Win ISG Paragon Award for Innovation - SMEStreet

Whatfix and Sophos received the ISG Paragon Award for Innovation.

Whatfix Inc. Profile

Company Name

Whatfix Inc.

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Financials

SERIES D