For this Partner Spotlight, we talked with Sonam Sharma, Senior Partner Manager at Whatfix.

Overview

Whatfix is a Digital Adoption Platform (DAP) that helps users unlock their potential with software by providing personalized onboarding, interactive guidance, and on-demand support. It’s designed to enhance user experience, increase software adoption, and improve employee productivity within organizations. Whatfix achieves this by overlaying an experience layer on top of applications, guiding users with interactive walkthroughs, contextual help, and self-service support.

What are the key use cases and benefits of the Whatfix solution?

1. Faster User Onboarding

  • In-app guidance (walkthroughs, tooltips, pop-ups) helps new users learn how to use the CRM application in real time.

  • Reduces the need for classroom or video-based training.

  • Speeds up time-to-productivity for new sales, service, or marketing staff.

2. Reduced Support & Training Costs

  • Interactive walkthroughs and self-service help reduce reliance on IT/helpdesk teams.

  • Less need for recurring live training sessions.

3. Improved Data Quality

  • By guiding users on how to correctly fill out forms and update records, Whatfix reduces errors and incomplete data entries.

  • Real-time nudges ensure compliance with CRM data standards.

4. Increased CRM Adoption

  • Embedded help and personalized guidance make even the most complex CRMs more intuitive.

  • Helps overcome resistance to using the CRM application by making workflows smoother and easier.

5. Contextual & Personalized User Experience

  • Guidance is role-based and task-based—tailored to sales reps, managers, support staff, etc.

  • Helps deliver relevant content depending on the user’s location in the CRM application.

6. Change Management Support

  • When your CRM processes or interfaces change (e.g., during a release update), Whatfix helps roll out these changes smoothly with guided onboarding and announcements.

  • Minimizes disruption and confusion from UI or process updates.

7. Analytics & Insights

  • Whatfix provides usage analytics to track how employees engage with your CRM application.

  • Identifies bottlenecks, training needs, or underused features.

 

What are your key features available with the pre-built Siebel CRM integrated solution?

  • Whatfix is embedded in Siebel CRM to automate workflows, and assist users in real-time.
  • Easily deliver In-app training, self-service help, and contextual walkthroughs.
  • AI powered – Product Analytics available to track usage of your Siebel CRM deployment and provide customised guidance to targeted users.
  • No code content creation to provide fast paced change management communication and support.

What other Siebel CRM related innovations have Whatfix built?

  • Whatfix Mirror – this is a hyper-realistic simulation platform for hands-on software training. While users transition to Redwood UX, this helps in understanding workflows and practicing them before the actual go-live.

What recent Siebel CRM customer success stories do you have to share?

A global leader in material handling solutions is using Whatfix DAP for their training and onboarding needs with Siebel CRM. They have achieved the following results:

  • 60% decrease in training content creation expenses by implementing Whatfix.
  • Classroom training time was reduced from 5 days to 1 day. Whatfix Support is embedded within the application.
  • Reduced data entry error by 70% by using Whatfix’s smart tips.
  • Users are able to save upto 2 hours daily by using role specific training and just-in time support

 

Click here to watch a recent webinar, showing Siebel CRM and Whatfix in action!

For more information on Whatfix Siebel CRM solutions, you can visit the Whatfix Oracle website