Case Study: Whatfix achieves 20% increase in conversion rates with Salesforce

Whatfix takes on the global digital adoption platform market with Salesforce

Whatfix is a digital adoption platform that delivers in-app, contextual training to help enterprises onboard users and accelerate ROI from complex software. Founded in 2014 and serving 500+ customers (including 100 Fortune 1000 firms), rapid growth exposed limits in its original CRM: data silos, manual spreadsheets and workflows, poor lead/opportunity differentiation and a lack of real-time visibility that hindered data-driven sales decisions.

Whatfix implemented Salesforce (Sales Cloud) and Pardot to automate pipeline management, differentiate buyer journeys, trigger department notifications, add validation checks and surface a single 360° customer view via Lightning dashboards. The result: a 20% rise in conversion rates, up to 40% productivity gains, nearly 80% fewer interdepartmental meetings, a 40% faster accounts receivable collection period and a threefold improvement in forecasting accuracy.

Whatfix

Rajesh Bhattad

Manager – Global Sales Operations