Whatfix Overview

This is a summary of the comprehensive capabilities and benefits of Whatfix based on over 3117 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Whatfix, Quadient CCM platform, SAP Fiori, Optimizely Digital Experience Platform, Contentsquare, 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.

Do you need to check if Whatfix is right for your needs? Our Cuspera AI engine can evaluate how Whatfix fits your specific business needs, industry, and context. Get your personalized assessment report today.

Whatfix supports business activities such as:

  • Enhancing Digital Adoption Via Personalized Onboarding
  • Reduce Support Calls
  • Engagement Management
  • Workflow Management
  • Content Management

Whatfix can help you with many business goals, such as Scale Onboarding Best Practices, Improve ROI, Improve Sales Productivity, Improve Client Relationship, and Onboard Existing Users For New Features. It can help manage these activities if you use Phone Calls for these needs. As a solution, Whatfix's capabilities include Personalization, In-App Digital Guidance, Ticketing, etc.

Whatfix Information Technology and Services Vertical is its biggest customer base.

Reviews

"Rapid growth is great, but it also comes with a great responsibility towards real-time customer support and satisfaction. After implementing Whatfix, there has been an exponential rise in customer satisfaction without any additional resources. " - Abigail Albright

Cuspera Reviews

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.

Business Priorities

Scale Onboarding Best Practices and Improve ROI are the most popular business priorities peers 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

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Enhancing Digital Adoption Via Personalized Onboarding

4.92/5

Read Reviews (309)

"...If you are thinking of an onboarding service or a tool to give in-system guidance, give Whatfix a shot...."
Reduce Support Calls with Phone Calls

4.24/5

Read Reviews (128)

"...Whatfix has give a Great Support, Helpful and Fast Solution...."
Engagement Management

4.88/5

Read Reviews (80)

"...By understanding how your users interact with an application, you can identify areas of friction and improve user experience...." Drive Successful Digital Transformation
engaging and following up

4.87/5

Read Reviews (56)

"...Use guided walkthroughs and task lists to engage users in the training process all while integrating your LMS to scale your P&C training programs. ..."
PEER EXPERIENCES
Enhancing Digital Adoption Via Personalized Onboarding

4.92/5

Read Reviews (309)

"...If you are thinking of an onboarding service or a tool to give in-system guidance, give Whatfix a shot...." Peer review by Sami S, Product Owner, Information Technology and Services
Reduce Support Calls with Phone Calls

4.24/5

Read Reviews (128)

"...Whatfix has give a Great Support, Helpful and Fast Solution...." Peer review by Hellen M., Education Training
Engagement Management

4.88/5

Read Reviews (80)

"...By understanding how your users interact with an application, you can identify areas of friction and improve user experience...." Drive Successful Digital Transformation
engaging and following up

4.88/5

Read Reviews (56)

19+ more Business Use Cases

Our AI advisor, Wyz, harnessed 3117 insights from peers and experts to help you assess how these Whatfix use cases fit your Digital Experience Platform needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Abigail Albright

Director EPM

Maxwell Health

Rapid growth is great, but it also comes with a great responsibility towards real-time customer support and satisfaction. After implementing Whatfix, there has been an exponential rise in customer satisfaction without any additional resources. Testimonial By Abigail Albright

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

Bryce Kalvin Chaikin

Integration Team Lead – Marketplace

Takealot

I would highly recommend Whatfix to other companies. I am very excited to leverage the task list and the onboarding tour feature to guide new sellers, especially as they can be easily overwhelmed by an overload of information if given all at once. Testimonial By Bryce Kalvin Chaikin
CUSTOMERS TESTIMONIALS

Abigail Albright

Director EPM

Maxwell Health

Rapid growth is great, but it also comes with a great responsibility towards real-time customer support and satisfaction. After implementing Whatfix, there has been an exponential rise in customer satisfaction without any additional resources. Testimonial By Abigail Albright

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

Bryce Kalvin Chaikin

Integration Team Lead – Marketplace

Takealot

I would highly recommend Whatfix to other companies. I am very excited to leverage the task list and the onboarding tour feature to guide new sellers, especially as they can be easily overwhelmed by an overload of information if given all at once. Testimonial By Bryce Kalvin Chaikin

Case Studies

COMPANY CASE STUDIES
Case Study ManpowerGroup

ManpowerGroup Streamlined HR Platform Adoption With Whatfix Interactive Guidance

Read More
Case Study Sophos

Learn how Sophos improved Product adoption using Whatfix

Read More
Case Study Hays

How Hays Enhanced CRM Adoption and Employee Engagement with Whatfix

Read More

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.

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?

Where is Whatfix located?

Whatfix is headquartered at San Jose, CA.

Popular Business Setting

for Whatfix

Top Industries

  • Information Technology and Services
  • Computer Software
  • Internet

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Whatfix to Scale onboarding best practices and Improve ROI

Peer and Expert Opinion on Features

for Whatfix

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.39/5

Read Reviews (77)
In-app digital guidance

4.08/5

Read Reviews (26)
Ticketing

4.19/5

Read Reviews (20)
Alerts: popups & Notifications

4.19/5

Read Reviews (17)
Dashboard

3.64/5

Read Reviews (17)
FEATURES RATINGS AND REVIEWS
Personalization

4.39/5

Read Reviews (77)
In-app digital guidance

4.08/5

Read Reviews (26)
Ticketing

4.19/5

Read Reviews (20)
Alerts: popups & Notifications

4.19/5

Read Reviews (17)
Dashboard

3.64/5

Read Reviews (17)

IT and Other Capabilities

for Whatfix

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.37/5

Read Reviews (99)
Data Export

4.36/5

Read Reviews (90)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.37/5

Read Reviews (99)
Data Export

4.36/5

Read Reviews (90)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

4.87/5

Read Reviews (343)
Email Support

4.82/5

Read Reviews (228)
Phone Support

4.70/5

Read Reviews (160)
24/7 Support

4.70/5

Read Reviews (1212)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

4.87/5

Read Reviews (343)
Email Support

4.82/5

Read Reviews (228)
Phone Support

4.70/5

Read Reviews (160)
24/7 Support

4.70/5

Read Reviews (1212)
CAPABILITIES (OTHER) 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 (OTHER) 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

Vendor Profile Details

Company Name

Whatfix

Company Website

https://whatfix.com/

HQ Location

San Jose, CA

Employees

501-1000

Social

Financials

SERIES D