CRM Software Clicks Better With Whatfix’s Digital Adoption Platform

Enable end-users on Salesforce, MS Dynamics, SAP Sales Cloud, or any CRM software with contextual in-app guidance, reinforcement training, and moment-of-need support built with Whatfix’s no-code Visual Editor to drive CRM adoption and achieve sales outcomes.

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Whatfix DAP FOR CRM Benefits

Achieve sales outcomes with frictionless CRM experiences

Enable your CRM end-users with contextual assistance and drive seller adoption.

Reduce new seller time-to-proficiency and enable CRM end-users with contextual, guided in-app experiences like Flows, Task Lists, and Smart Tips to improve productivity, drive adoption, and achieve sales outcomes.


Support CRM end-users at the moment of need, driving sales productivity.

Whatfix enables all CRM end-users – from AEs, CSMs, and marketers – to complete everyday tasks such as managing pipelines, creating custom quotes, and closing opportunities more efficiently with in-app performance support at critical moments – eliminating CRM friction, reducing errors made by sellers, and improving process governance.



Understand how end-users engage with your CRM and optimize sales processes.

With Whatfix Guidance Analytics, analyze how end-users engage with your Whatfix-build CRM content, like Task List completion rates, Flow dropoffs, and Smart Tip views. With Product Analytics, capture and analyze CRM end-user behavior and adoption without engineering support, including user actions, attributes, event tributes, and auto-capture to better frictionless CRM experiences and workflows.


Reed achieves 94% end-user adoption on its heavily-customized CRM with Whatfix's in-app guided onboarding, assistance, and support.

DAP on CRM Features

See How Whatfix Enables Sellers

In-App Guidance

Use Whatfix’s no-code Visual Editor to create in-app guided content in your CRM like Flows, Task Lists, Smart Tips, Beacons, Pop-Ups, Field Validations, and more. Onboard new sellers quickly with CRM Tours and Task Lists, manage constant change with Pop-Ups, drive process adoption with Flows, alert sellers of timely information with Smart Tips, and more.


Self Help

Self Help is an in-app resource center that integrates with your CRM end-user support content and company policies like your SOPs, sales playbooks, CRM workflows, training resources, and more, providing a searchable help center with contextual answers to seller queries. Self Help entries trigger in-app Flows to guide end-users through processes like how to update an opportunity or can link to external resources.

Guidance Analytics

Guidance Analytics provides CRM end-user engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.



By The Numbers

The Whatfix difference

Increase in seller productivity
Reduction on end-user CRM support queries

Reduction in CRM training content creation costs

Reduction in go-to-launch for enterprise CRM applications

Faster time-to-proficiency for a new CRM users
Reduction in knowledge discovery time

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