CRM

Supercharge Your Customer Facing Teams with CRM Training & Adoption

Whatfix improves adoption with in-app training, guided onboarding, and self-service knowledge bases to maximize productivity.

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Benefits

Improve onboarding time for sales teams

With the help of in-app guidance and learning capabilities within Whatfix, application onboarding experience is more effective, allowing end-users to adopt your CRM software faster.

Enable better productivity

Whatfix guides sales reps to complete everyday tasks such as managing pipelines, creating custom quotes, and closing opportunities more efficiently – reducing the challenges and errors sales reps may make.

Reduce initial friction and drive adoption

By using Whatfix Analytics, you receive insight into where employees are under utilizing your CRM application and identify exactly where friction points are happening.

Product FEATURES

Key features that are relevant for this solution

Pop Ups & Flows

Easily inform users about items that need immediate attention with in-app popup alerts. Guide your users through key workflows with step-by-step interactive guidance.

Task Lists

Kickstart onboarding and training processes with in-app checklists, providing an adoption roadmap for your users and allowing you to monitor employee progress.