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Whatfix is the solution we didn't know we needed until we found it!
July 01, 2023

Whatfix is the solution we didn't know we needed until we found it!

Kirsten Schwenn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Whatfix

We implemented Whatfix on Salesforce after we rolled it out the previous year. Whatfix provides in-app assistance with detailed, complicated tasks through flows and smart tips. We also use Whatfix to announce updates and upgrades with beacons and pop-ups. Across the company, time spent helping users with Salesforce has decreased, and users are able to help themselves more readily, which helps improve the customer experience we strive to provide.
  • The widgets offer many possibilities to help users do their jobs more efficiently and with less stress.
  • Pricing was straight-forward without all the add-ons competitors would charge.
  • Most importantly, Whatfix's team members are kind, helpful, hardworking, and innovative! They are always upgrading and improving the tool. They find solutions to problems which would otherwise stress us out! We have never had such a positive vendor relationship!
  • Although creating content is easy, it's not always as easy to make it work and appear correctly. (Thank goodness for the excellent Whatfix support team, though!) I just wish it was easier to do everything myself.
  • Being a bank with stringent security requirements, we struggle with being able to grant system access to the Whatfix team to help us set up new systems and create content. This is not a "con" against Whatfix per sae; it is just a fact that we must work around.
  • No hidden or extra costs
  • Ease of use and implementation
  • Excellent support
  • Team members spend less time helping each other to use Salesforce.
  • Customer-facing employees provide service more efficiently without having to ask for help.
Overall price, no sneaky "extra" costs, low-pressure sales, confidence of team members.

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?

Yes

Did implementation of Whatfix go as expected?

Yes

Would you buy Whatfix again?

Yes

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.