Salesforce 101 - How to create and manage leads in Salesforce easily

leads in salesforce
In this tutorial of Salesforce 101, we will walk you through the basics of utilizing leads in Salesforce. For best results, we recommend you to try the Whatfix Way.
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Five Reasons Why Foo Fighters At Dreamforce 2015 Are The Best!

foo fighters at dreamforce 2015
If Dave Grohl’s sheer uber awesomeness isn’t enough for you, then here are reasons why you CANNOT, i mean CANNOT miss The Foo Fighters if you are at Dreamforce this year.
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5 Things Clients And Consumers Want From A Business

What Client Wants
Since transparency is the only way businesses can succeed today, companies – big or small, have started to re-examine and rehash their sales process – making them more consumer or client oriented.
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Do You Know These 3 Types of Onboarding Experiences? And How To Make The Most Of It?

Having an onboarding process for everyone just makes it a whole lot easier for the business to function – it reduces time to reach optimum productivity, helps get rid of stress, decreases the turnover by manifolds and definitely ensures delivery of the right business message...
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Master Dreamforce Agenda Builder

Dreamforce Agenda
We’ve already walked you through tracking Dreamforce 2015 sessions in our earlier blog post. So, in this post we will show you how you can personalize your Dreamforce sessions and workout the Agenda Builder effortlessly.
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Salesforce 101 - How To Manage Accounts On Salesforce Like A Pro

accounts on salesforce
In this chapter of Salesforce 101, we will take a look at all the different Whatfix flows by which you can organize and manage accounts on Salesforce efficiently.
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6 Dreamforce 2015 Keynotes You Can't Afford To Miss!

Dreamforce 2015 Keynotes
Salesforce recently released the details regarding who is going to speak and perform at Dreamforce 2015. And the announcements thwarts all the rumors and speculations of Dreamforce 2015 keynotes with an astonishing lineup. We dug into it in detail and wanted to share some really cool info to keep your energy high..
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Salesforce 101 - All about merging contacts on Salesforce

merging contacts on Salesforce
In this chapter, we will show you how to manage the duplicate contact records that skew your data. So here’s everything you need to know about merging contacts on Salesforce.
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Salesforce 101 - How To Import And Export Contacts On Salesforce

contacts on Salesforce
In this chapter, we will deal with a widely asked question on contact management in Salesforce, i.e how to import and export contacts of Salesforce. So let’s dive in, and sort this out once and for all.
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Salesforce 101 - The Beginners Guide To The World's Best CRM

salesforce 101
In this post, we will get you started with the basics of adding and managing users on Salesforce.
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Onboarding Toolkit For Every Marketer!

onboarding toolkit
Today, everyone has a digital toolkit – be it a designer, a growth hacker or a content marketer. But what do you use when you are focusing on ‘onboarding’ only?
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Whatfix Announces Exhibitor Sponsorship of Dreamforce 2015

dreamforce 2015 registration
Whatfix is excited to announce that it will be an exhibitor sponsor of Salesforce.com’s Dreamforce 2015 conference. The conference will be held September 15-18, at the Moscone Convention Center in San Francisco.
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7 Best Onboarding Practices You Must Follow - Always!

Salesforce Onboarding Program - Employee Onboarding
There are several ways to welcome new customers, and it might take some time for your business to recognize one that works the best for you. However, there are a few basic practices that you must follow irrespective of what your strategy is.
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Onboarding 101: All You Need To Know To Get Started

Even though a superficial look at it may seem enough, understanding it at its core, its importance and being able to implement it successfully can result not just in keeping your customers happy, but also in maintaining a steady flow of income coming in for potential business plans.
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6 Best Ways To Improve Customer Service Instantly

Customer Service
Even though workplace, infrastructure, and funding are the first things in your list, there’s one thing that can help you last longer in the race and that’s customer service.
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Discover How Whatfix Can Help Your Business


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Discover How Whatfix Can Help Your Business


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