Drive Salesforce Adoption and Accelerate Sales Productivity

With the Whatfix Digital Adoption Platform, you can quickly drive Salesforce adoption with realtime enablement within Salesforce helping reps complete workflows with ease.


Maximize the Value of Your Salesforce Implementation

We created a purpose-built platform to help you enable your Salesforce users throughout their lifecycle to leverage the platform better, increase productivity and drive better sales outcomes.

Personalized Onboarding

Easily onboard reps on to your Salesforce getting them up to speed quickly on basic tasks and processes.

In-App Training

Deliver in-app training guiding Salesforce users through every step of the workflows in realtime to drive better productivity.

Process Automation

Automate routine tasks inside Salesforce helping reps save time and effort to improve productivity and focus on more strategic tasks.

Self-Service Support

Provide self-service help within Salesforce relevant to your reps' context enabling quick resolution.

User Behavior

Understand your reps' Salesforce usage patterns and design training to ensure they make the most of your tech stack.

Adoption Everywhere

Create content within Salesforce with Whatfix and easily convert to multiple formats like PDFs, videos and documents.

Improve Sales Productivity and Efficiency

Deploying Salesforce within your org is just the first step but driving sales outcomes depends on how well users leverage Salesforce

Improve Sales Productivity

Make it easy for reps to quickly complete workflows inside Salesforce helping them free up time for core sales tasks.

Improve Data Accuracy

Ensure Salesforce users input accurate data in the right formats at all times to maintain the integrity of your data.

Understand Salesforce Usage

Understand how your reps and other employees are using Salesforce to better enable them in their sales journeys.

Better Software that Delivers More for Your Business

Our customers love us because we empower them to maximize the value of their Salesforce and other platform investments.

Sentry Insurance saved nearly $950,000 in cost savings and productivity gains over a year with Whatfix. 

“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.”

Amy Boldt - Learning Leader

Sophos uses Whatfix to deliver in-app training and support for its Salesforce users reducing sales ops cases by 15% every year.  

"Whatfix is a contributing factor to YoY 15% reduction in Sales Ops cases globally – that equates to roughly 12,000 cases a year less. Whatfix listens to feedback and provides regular feature updates – roughly on a quarterly basis. Support and guidance is excellent and I’m sure this will continue.

Phil Walley - Sales Operations Manager


Get Started Today and Discover For Yourselves

Start today and see how Whatfix deployed on your org's Salesforce instance can help your company accelerate productivity and drive better sales outcomes.