CRM

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.

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.