Whatfix

Avantages

This tool is essential for our company to integrate, train and support remote and in-office employees on enterprise software applications to drive adoption, reduce training and support costs, and improve productivity on a massive scale.

Inconvénients

The free trial version is limited in both functionality and duration.

Avantages

My favorite aspect of WhatFix is how intuitive and user-friendly the whole platform is. From the front end to the back end, WhatFix makes sure that I can easily develop and deliver training material to our users while providing users a enhanced experience while on our platform.

Inconvénients

I honestly can't think of anything bad to say about WhatFix!

Alternatives envisagées 

Pourquoi passer à Whatfix

Avantages

Whatfix is a very good software and it is easy to use and help guide the customer step by step to resolve their concerns.

Inconvénients

The price is a little high. It is lack of analytical features. Some features is not easy to configure.

Avantages

In general, Whatfix is easy to use. 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!

Inconvénients

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. Also, being a bank with stringent security, 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.

Alternatives envisagées 

Pourquoi passer à Whatfix

Avantages

Usage of page tagging so that as you experiment and move things around the page that you do not need to reconfigure things. You can create video flows and also create translations without having someone on staff.Support was great!

Inconvénients

Some of the pop-ups were challenging to configure using their own templates. Sometimes meetings would get delayed.

Alternatives envisagées 

Pourquoi passer à Whatfix

Avantages

With the help of task lists, self help and pop ups we can directly support our customers (users) and provide them with help. This way we can reduce the number of support tickets and relieve the support team.

Inconvénients

The use of tags is currently still a bit cumbersome and could be clearer or better structured. It would also be desirable to be able to open the CLM board in multiple browser tabs. Linking content (e.g. link from an article to a walkthrough) could be simplified.

Alternatives envisagées 

Pourquoi choisir Whatfix 

Logiciel antérieur 

Pourquoi passer à Whatfix

Avantages

Great features, with steady delivery of new features. Whatfix really listen to their users and shape their backlog accordingly

Inconvénients

Less about the product, but sometimes the communication can be over-zealous/clumsy

Alternatives envisagées 

Pourquoi passer à Whatfix

Avantages

Great UI and contents are easy to configure. Product team and support team is very proactive

Inconvénients

None. Everything works as expected and I hope the spirit remains as-is.

Avantages

Whatfix has so many useful features. Some of the smallest but have large impacts are the Beacons and the popups. These functions allow us to communicate changes within our processes and products almost instantly. Previously, communicating rapid or sudden changes would take time, and during that time, customers and employees are either waiting to be able to deliver the appropriate information or service, or they have incorrect information. this creates tickets and complaints. Being able to deliver information as rapidly as we can using Whatfix has reduced the time gap exponentially! The guided walk-throughs are also incredible. Realistically, what should you expect a newly hired employee to remember right after class. With so many policies, processes, and procedures, the expectation to "just know it" is unfair. Whatfix takes the stress off of the employee to instantly master something. Whatfix helps create an environment of trust, comfort, and confidence because the tools are "at the ready"! The DAP is amazing and intuitive.The other pro to Whatfix is their service. In my personal and professional life, Whatfix is #1 in client support and customer care. I just don't experience this level of service from anyone else! Friendly, efficient, and focused on our success!

Inconvénients

I just can't think of any cons at this time!

Avantages

Whatfix allows users to create interactive step-by-step guides with contextual tooltips, pop-ups, and overlays. This feature helps users understand and perform tasks within a software application in real-time, reducing the learning curve and increasing productivity.

Inconvénients

Some users may find the initial setup and configuration process of Whatfix to be complex or time-consuming. Depending on the complexity of the software being documented and the customization required, it could take significant effort to create and maintain interactive walkthroughs or guides.

Avantages

The onboarding was fantastic. The support was great and the processes were easy and informative. The product itself is great. We required some custom development work which they agreed to do. They stuck the timeframes and communication was great.

Inconvénients

I cannot think of anything. Overall, great service

Avantages

First and foremost, Whatfix Customer Support is the best I've experienced. They are quick to resolve issues and our account manager is always available to assist as well. The team they have supporting customers is truly exceptional. Secondly, integration with our CRM has been critical. It's allowed 24/7 help to our users and decreased the number of support tickets. We are able to guide our users to Whatfix content for help/training which provides them instant support.

Inconvénients

There's nothing I can think of as a con. There was a bit of a learning curve at the beginning, especially with the tag functionality, but the more you familiarize yourself with the steps, it becomes quick and easy to create content.

Avantages

What I like about Whatfix is the ease of use and can make a walk through in just a few minutes and out to the user to use. More complex integrations required me to contact Whatfix support (Sneha is the greatest!!!) and they have been able to guide me through any issues i have ran into.

Inconvénients

If i have to come up with any Cons about Whatfix i would say the Integrations table is getting harder to manage. Reason for this is that my software is vary versatile and users use our software differently and I have to create custom Walk Through's for each. It has taken me a while to manage the Integration portion but Whatfix has been very patient and helpful every step of the way.

Avantages

Content creation and LMS portal. Analytics best part which provides us more insights about the content usage

Inconvénients

I don't have anything least about this software

Avantages

The application helps to guide your clients to navigate your online portal or website or to effectively use your web product. The application provides you with personalized customer service like at the start you will be given a support member to ask your queries to. It is an easy to use platform that brings about new updates on a regular base. If you check the price factor, you will find that the competitor applications that have the same features are priced even higher. It is very simple to implement your code be it java or HTML to the application. The application guides your clients about all the details of your product. Within a few clicks, you can convert the demos to videos or pdf. They provide guides in many languages and it is very easy to integrate the application to your product.

Inconvénients

The absence of a mobile application. Integration of more enhancements. Lacks in depth style customizations.

Avantages

Our success manager has helped us implement all the help guides we needed and checks in regularly. We are able to measure success of the flows, usage, and point users to other guidance while they are in the tool. This is very valuable and a time saver!

Inconvénients

Some customizations with Salesforce Lightning are harder to complete, but with the team's help we achieved success.

Avantages

We are so excited to launch Whatfix to our clients! It was extremely easy to set-up and the support along the way was amazing. By launching Whatfix, we are empowering our clients to learn how to use our product without having to make a phone call or send an email to our team

Avantages

Working with the WhatFix team is like being on a team together. Although in different time zones, their team is passionately available to collaborate on integration ideas and answer questions at all times. The customer success team is second to none and set a standard for how to work with a customer.

Inconvénients

The product is maturing and has a world of potential beyond it's existing value that it already serves! We look forward to seeing Whatfix grow and where the company, product, and team will be in a few years time.

Avantages

We set a goal to help our new users adopt our product more easily to ensure they would maximize their use of our platform’s extensive capabilities.

WhatFix proved to be an invaluable tool. It streamlines the onboarding process for new users, and has helped veteran customers reinforce their knowledge of our platform’s fundamentals.

New MarketSight users now have a much shorter learning curve thanks to WhatFix, which has improved customer satisfaction considerably.

Throughout the process, we were extremely pleased with the customer service from the entire WhatFix team.

Inconvénients

We are still working on the best way to streamline new content into the WhatFix application, and are hoping our "number one, must have" feature request can be implemented in the near future.

Avantages

Thea ease of use and learning curve along with the constant support that's offered through implementation and use.

Inconvénients

A cleaner more futuristic UI for the end-user. There isn't much to say here as the product has fit all of our needs.

Avantages

Their team really helped us during a project we were doing, and I think they would be great for any company looking for help! This is a must to onboard customers and drive retention.

Inconvénients

The only thing I would say is a negative is that it does take resources on your end, whether people or money, but it will be worth it!

Avantages

Ease of creating the flows, unobtrusiveness of the tool in our application, and simplicity of use. As much as the software, we are really impressed with the customer support provided. Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions.

Inconvénients

It's probably because we're still new to the software, but I would like to be able to handle more of the CSS intervention ourselves. Kritika takes care of anything we need so quickly so it hasn't been a problem at all though!

Avantages

Interface is easy to use. Support is great. Adds value when the product GUI is complex and not structured.

Inconvénients

Could have more features that make usage less cumbersome. Need features around versioning and organizing content. Relying just on tags is an effective method.

Avantages

Great customer service
Fast response time
Great customization

Avantages

Whatfix was very easy to implement within our platform, and provided a great number of features to use with minimal setup. The range of widgets available allowed us to create a bespoke onboarding program, guiding our users through our application and capturing detailed analytics on what was and wasn't working.

Inconvénients

Initially we found the Whatfix dashboard a little overwhelming, due to the sheer amount of features available, and understanding how settings had to be applied to ensure widgets and flows only appeared on the pages we wanted them to.