Whatfix
48 Case Studies
A Whatfix Case Study
Walsworth, a family-owned print and communications leader founded in 1937 with over 1,200 employees across the US and Canada, faced a major adoption challenge while migrating to a highly customized Salesforce instance. Existing training materials didn’t apply to their tailored workflows, and the company needed a low‑friction way to onboard sales, customer service, and accounting users without heavy IT dependence.
Walsworth selected Whatfix for its fast deployment, easy content authoring, and customer support, using contextual walkthroughs, tooltips, and Self Help to provide in‑app guidance. Whatfix’s SCORM LMS integration and intelligent segmentation by Salesforce objects allowed targeted, ongoing training and reporting, reducing confusion, saving time for the small training team, and driving smoother adoption and increased user proficiency across the organization.
Alex Blackwell
Vice President, Marketing & Communication