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Large and Medium Enterprises looking to drive digital transformation and change management. Enterprises can onboard thousands of users easily by reducing training time, support queries and cost.
Enterprises, SMBs and Non-Profit Organizations currently struggling with software adoption and looking for an easy way to engage employees and reduce support costs.
I think overall it is a very good tool, very easy to set up (which impresses customers), has enough degree of customisation to please customers, really unparalleled customer service.
The only negative I have to say is that whatfix is not catered well for bigger web apps which present the users with multiple options to complete the task they set out to do.
Overall our experience with Whatfix has been fantastic. The platform is very reliable with lots of great features and regular updates.
It is lack of analytical features. Some features is not easy to configure.
Our Whatfix Customer Success Manager Kritika has been amazingly responsive to our questions and creative in finding solutions.
Their teams are largely based in India so that can be a challenge with their internet connections. Also timing for US timezones and holding meetings can be difficult.
I love that I can continuously grow the help library we have for our customers simply without needing the help of my developers.
If you do not follow the steps exactly described in the Flow, then you drop out and need to start Flow from the beginning. The End-users does not have time to restart the Flow.
Adam: Hi, I'm Adam. I'm the Director of Training and Development at BeerBoard. My main focus and responsibility at BeerBoard is to develop any training material and support through documentation, video, as well as utilizing Whatfix, which has been a absolutely phenomenal platform providing some quality tools to help me. And I would say five out of five. I recommend it. There wasn't any particular platforms or products that were used outside of HubSpot and utilizing it for a landing page for our knowledge base. I wasn't around in the time of its initial development, but as I stepped into this role, it became apparent that it was lacking the in-depth instructions and material, and resources for our customers just using that singular platform. So when I was introduced to Whatfix, it became a little eye-opening for the possibilities compared to what they were just using. So the factors that ultimately led us to use Whatfix primarily came down to the tools that were available, the accessibility on both ends. For myself as a new user with Whatfix it's funny where my job is to help new users, old users not feel overwhelmed by BeerBoard's platform. And I easily emphasize with them, or anyone with new technology and how it's overwhelming. It's a bit scary to leap into it, especially when your job requires you to do it. So seeing Whatfix and having the support from our account manager, Priya, who is awesome. Got a shout-out Priya and the WhatFix University. The fact that there was resources for me to get the most out of Whatfix to help me along my journey as I am helping others. It's like this weird meta, it's a full circle of that process. And I think that was the big factor of the accessibility for myself, for customers, being able to provide them this full spectrum of training and the resources along with it. It helped me initiate my own program within BeerBoard that I called the training triangle. And I mean for that alone it was a no-brainer to go along with it. So onboarding and integrating Whatfix was a breeze. When I started to use it, I just was messing around and got some basics. And then talking with our account manager, she led me into the direction of the Whatfix University, which is a huge help. A lot of different modules to pace and get a foundation from the ground up of how to use it along with her own support and the support staff at Whatfix, just everyone open and accessible. And that's how it was with Whatfix, there wasn't challenges I would say. It was very easy, very intuitive, I'd just say seamless. It was on both ends of implementing it into our platform as well as me getting up to speed to use it. I felt like it has the accessibility that I could coming into this new position, take it, and hit the ground running that was awesome. So my recommendations for anyone considering to use Whatfix is to use it, to definitely use it. Don't hesitate to reach out to support. They're super helpful, ready, and willing, and seemingly at any time. When I ran into any pain points, there's that hesitation of, "Well, I should figure it out." But there is also the flip side of I have this task to get done. I don't have the time. I would want to learn how to figure it out and the resources are there, but for ease, I can message someone and they give me an answer and we figure it out. And then they also will take the time to explain it to me so that if it happens again or I run into it, that I can handle it myself, which is an important piece for me. I think one of the great things is using the integrations. So look into that. And if that's something within your company, utilize Whatfix for that because it scrubbed our knowledge base. And with that allows everything, all of the resources we have, which lived on our knowledge base now lives within Whatfix. And you add that with the tools that come along with Whatfix, with the workflows and the beacons and the checklist, and now it's in this beautiful little package that is accessible. So I think that would probably be the other recommendation other than just using it, just dabble in it, go into the University, start to take some modules, and then dive into it.
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