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Accelerate Salesforce adoption with AI-driven, real-time in-app enablement that simplifies workflows, boosts productivity, and drives consistent outcomes.
Whatfix bridges the gap between Salesforce’s capabilities and user proficiency by embedding personalized, interactive training tools directly into the app. This integration transforms the training experience, making it intuitive and directly aligned with the flow of work.
Easily onboard users on to your enterprise software products getting them up to speed quickly on basic tasks and processes.
Provide self-service help within your software and relevant to your users' realtime context leading to quick resolution.
Guides users step-by-step through Salesforce tasks, providing hands-on learning directly in the app.
Understand your employees' software usage patterns and design training to ensure they make the most of your tech stack.
Automates routine tasks, such as generating reports or updating records, directly within Salesforce, simplifying daily operations.
Create content with Whatfix and easily convert to multiple formats like PDFs, videos while also integrating with your knowledge base.
lesser time and effort needed to generate training and support content for its software applications.
saved in one year on costs of training content production, support as well as gains due to improved productivity.
L1 support queries reduced in a year with end users ability to self-serve and easily access help content.
"For employees, Whatfix is a part of Salesforce now. They expect to find in-app training and answers. If it wasn't for Whatfix, there'd be very confused people on my sales team."
Adam Shapiro, Business Analyst
“Whatfix guidance deflected 10% of Sophos’ Firewall support tickets, equal to a savings of $390,000 annually. In time, we will definitely use Whatfix to drive more in-product communication across a greater range of products.”
Remi Preghenella, Director of Product Documentation & Digital Adoption
See How Whatfix AI Transforms Salesforce Into a Smarter, Faster, and More Productive Experience.
Analyst's Viewpoint
on scaling AI Adoption
with DAPs