Video Reviews
359 Whatfix Reviews
Overall Review Sentiment for Whatfix
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Easy to setup, easy to configure, good price vs value. User experience for learners is very fluent, assists where needed without intervening too much. Review collected by and hosted on G2.com.
Not intuitive for admin to take first steps in, guidance is needed (but provided enthusiastically) Review collected by and hosted on G2.com.
Ease of updating existing flows, beacon feature is great to flag changes for users that are already using the system Review collected by and hosted on G2.com.
Could be tricky to provide only relevant info to the end user using the tags Review collected by and hosted on G2.com.
From the very first contact, I have been impressed by the attention and the urgency shown by the Whatfix team. From the buying process to the actual implementation and the ongoing support, they have been like an extension of our own internal support team rather than an external organization. Raise any issue, the support team is there to help you!
As for the product itself, it started of as a simple "click & create" your own help topics for our complex Salesforce processes but then slowly transformed to an actual digital adoption platform.
You can create,
1. Starter packs for your new user on-boarding
2. Announce new features to all your users or selected users
3. Help is available to all users when they need it and within the Salesforce Application
4. Automatically converts your step by step guides to Pdfs and videos, making it easier to document the processes and to share with your users
5. New features and improvements are rolled out frequently Review collected by and hosted on G2.com.
There is nothing to dislike whatfix as a product or the company but if I were to point out something, once you start creating flows(step by step guides) for really complex business processes ( too many if conditions and you expect the user to change the action depending on the condition), as a content creator, you may need to start learning a little bit about HTML CSS selectors, which may not be easy for everyone. It is not really a whatfix issue but you may experience this as you go deeper into the implementation and maintenance of complex flows. Whatfix helps you to solve this issue by making sure the support team is ever ready to pitch in and help you with the CSS selectors. So in actual the only action you need to do is just contact support! Review collected by and hosted on G2.com.
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I love the product because it eliminated that need for paper and one on one training. The system is a live tutorial that takes users through the steps they need to complete the action. Review collected by and hosted on G2.com.
So far, I like everything about Whatfix live training. This new training will help reduce training calls. Review collected by and hosted on G2.com.
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Versatile Solution with great support from a team who cares. I am so pleased to be working with Whatfix. Review collected by and hosted on G2.com.
Occasional slow deployment, but nothing dissuasive. Review collected by and hosted on G2.com.
The team at Whatfix is one of the best I have worked with after working with many different systems over the years. The Customer Support team go above and beyond to work with you providing information, answering questions, solving issues and putting you in touch with the right people to talk through potential new functionality.
The product itself is easy to use with minimal training and technical knowledge. Review collected by and hosted on G2.com.
There has been no major issues with Whatfix and any minor issues we had were resolved quickly. As a couple of small continuous improvement ideas it would be great to be able to amend self-help questions directly through the widget rather than having to access all the content and find, and it would be great to be able to upload images from your computer rather than having to use an URL. Review collected by and hosted on G2.com.
- compatability with Salesforce
- Frees up development/design resources
- Educates our users
- Multi purpose tool allowing for education and promotion of features.
- Detailed analytics and insights allow us data we recently could not capture
- Segmentation allows us test and sample targetted campaigns
- The support from the team is second to none, feels like they are part of our own team Review collected by and hosted on G2.com.
- Limited flexibility in terms of design
- Manual translations Review collected by and hosted on G2.com.
I get to have a meeting with my support account manager every week and she is there to help me with questions and give ideas on how to improve content Review collected by and hosted on G2.com.
There have been a few things that I have asked for not technical wise. That it takes time to get answer. Review collected by and hosted on G2.com.
WhatFix is extremely easy to use and versatile for a number of applications. I have appreciated that the learning curve is not difficult and the WhatFix staff is always available to help out when needed. Review collected by and hosted on G2.com.
I have found that some of the functionality is not as intuitive as a user may think. Though it is often easy to use and figure out in the end, some of the overall functions do not cooperate as expected out of the box. Review collected by and hosted on G2.com.
Their willingness to provide help with any issue which we have raised and this customer experience has been fantastic. Knowledgeable and willing staff members. Review collected by and hosted on G2.com.
Whatfix has provided a great service from day one and I don't dislike anything in the service or product. Review collected by and hosted on G2.com.