UserGuiding vs. Whatfix

I would recommend this to teams who have multiple people who can work together in getting the necessary source codes input, the guides built, and the parameters identified. I would also recommend this product to anyone who is primarily concerned about price. Compared to competitors, the price vs the feature set was by far the best out of the 6 companies I demoed with. If one person is trying to get this set up and it isn't part of their full-time job, it will take a while because there is a pretty big learning curve as to what order to do things. Further, once the basics are set up, it does take a fair amount of time and testing to build the walk-throughs, especially if you want to use advanced logic

Incentivized

Currently, we are only using Whatfix with Salesforce but are in the process of implementing on other systems. It is an excellent tool to organize and provide in-app access to training materials already created. It excels at providing guidance about tasks users don't complete often and, therefore, forget what they were trained about the process. The only sort of system it might not work well is one that provides its own robust in-app assistance. More than one type of tip icon being displayed, for instance, could be confusing.

• Good price
• Responsive CS and sales team
• Had all of the features we were looking for

Incentivized

• Whatfix is a vendor that listens to their client, understands their business challenges, and works with them to achieve their goals.
• Feature enhancements are released every quarter, often with significant functionality improvements.
• The support and engineering teams are outstanding - responsive, helpful and nothing is ever too much trouble. Literally, second-to-none!

• The initial setup process isn't as transparently intuitive as it was sold
• It's a fairly large barrier to entry for one person to get the guides set up
• We weren't instructed how to 'turn off' the URL hits until we had our parameters segmented so the first two months we hit our limits before anything was even launched on our end. That made testing hard.

Incentivized

• The possibility to select content/widgets at the time for "push to production" (some we would like to p2p for one single content, that is not possible at the moment).
• I wish the filters in the dashboard would stay when you choose a content, currently you have to filter again and again.
• In the analytics area, I would like the system to remember this for a certain time window after selecting the start date.

[We feel like] even though Whatfix has its flaws, we are impressed by the speed of development [and] their openness about their future improvements, [but] most important their proactive customer service and customer success team. Whatfix acts more like a partner than a supplier of a 3rd party tool, and we welcome that experience.

While they've made a lot of improvements in the last year, there are still challenges with walkthroughs and how beacons can be created. They are aware of these limitations and are actively soliciting customer feedback to help them remedy these shortcomings.

Incentivized

Sometimes there is a delay to showcase all whatfix elements

Whatfix is THE best vendor I've ever worked with when it comes to supporting their customers. The support team is friendly, helpful and always willing to listen to your suggestions and ideas. This also applies to the Engineering team who I've spent several hours on calls with debugging a few of the more challenging scenarios we have in place. Nothing is ever too much trouble for Whatfix and they are truly best-in-class when it comes to their support model.

While helpful, the feedback from our employee was, that [they felt] the training was very high-level - sometimes confusing. It would be great to have some kind of sandbox environment for new users to train certain scenarios.

Although Whatfix make the process relatively straightforward (they will provide Group Policy Scripts to install a Google Chrome extension specific to your organisation) its important to ensure your network deployment teams (if you have more than one) understand their role and what they need to do to test deployment once they undertaken the work.

By far the best price for the available features. They had a really easy demo scheduling process (and had availability to demo within a day or two where some of the other products were a week+ to schedule). You can build unlimited guides and if you don't hit your user limit because you failed to identify target parameters at the start, that is a huge selling point ;)

Incentivized

There is no comparison - Whatfix is the clear winner with us from the very beginning. As Whatfix continues to grow and innovate their product, engage with it's customers on a level beyond any I have every seen. They work as Partners with us, their teams from bottom to top are incredible - Customer Service, Collaboration Teams, Innovation, Sales, Success Mangers and everyone I missed are incredible. One team in particular I want to call out for there outstanding service, care and innovation to help us launch one of our systems is the Professional Services Team. Ganish, Joel, and everyone else who has been on our calls and worked behind the scenes to hit our incredible tight deadline in August - KUDOs for a job well done, You ROCK, THANK YOU words cannot describe how great you guys have been with us on this project, but on all of them. Whatfix's team definitely understands, the customer is first, they align with our values and we will continue to grow with them

Incentivized

• We lost two months due to running out of 'hits' before we were able to target the right fields. This was partly our fault for not having enough time to dedicate to it, but it would have been helpful to have a 'pause' button or be told to look out for this scenario.
• We canceled our account after 4 or 5 months because I, as the sole user on our team, didn't have nearly enough time to build out the guides the way we had envisioned. It wasn't quite as easy to understand as I'd hoped. It was doable, but a slow process and I got too busy with other pressing issues with my company.
• It would have been a good ROI for the available features and price if I'd had a solid amount of time to really build it out and understand it better. The training options could have been a lot more user-friendly to help bridge that knowledge gap.

Incentivized

• Reduced Training Costs: By cutting traditional training time by 40%, Whatfix has saved significant resources while increasing learning efficiency.
• Improved User Productivity: Faster onboarding and fewer errors have led to a 25% improvement in user performance metrics, directly contributing to operational efficiency.
• Decreased Support Requests: Self-service guidance has reduced support tickets by 30%, freeing up teams to focus on strategic initiatives and cutting support costs.