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Feedback Whatfix
September 13, 2021

Feedback Whatfix

Katja Marggraf | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Whatfix

Whatfix is used to support digital learning for our CRM tool. The users are mainly active in sales. We mainly relied on the possibilities of Whatfix to control and also inform the users of the tool, especially how to use it. The main tool we have discovered is the "Self Help" with different contents. For further topics, we will also use the "Task List".
  • The possibility to explain content in different ways
  • The handling is very easy
  • The support is very good
  • 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.
  • Self Help
  • Flows
  • PopUps
  • Increasing the general knowledge of internal processes
  • Deeper understanding of how to use our CRM system
  • Support in the induction of new employees and synergies in the management of these through leaders
The fundamental decision for Whatfix was a management decision at the international level. The different options Whatfix offered for different systems in our company led to the decision to go with Whatfix. Basically, I am very satisfied with the decision, as the presentation of various topics, among others for our CRM system, can be mapped more individually, specifically, and directly for the different addressees. The evaluation options are also much more extensive and detailed.

Do you think Whatfix delivers good value for the price?

Yes

Are you happy with Whatfix's feature set?

Yes

Did Whatfix live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Whatfix go as expected?

I wasn't involved with the implementation phase

Would you buy Whatfix again?

Yes

For the area of independent learning of topics in a system, Whatfix is best suited, as it offers many possibilities due to the different offers of the presentation.
We are developing this with the support of the personnel development department and it is showing the first positive results and it is showing the first positive results in our sales units.