The customer care domain data can be overwhelming. Look at the following compilation from InsightSquared. It states that 66% of customers switch companies due to poor service. That’s HUGE. Clearly, customers take support very seriously. Especially when choosing solution providers. So to prepare you to meet the ever-so-challenging customer support...December 4, 2015Customer SupportContinue Reading
In this post, we will show you how to manage Opportunities in Salesforce Lightning with 5 interactive Whatfix flows. These flows will help you learn how to do different tasks in real-time, on your Salesforce Lightning platform.December 2, 2015UncategorizedContinue Reading
Onboarding processes are traditionally used by companies to help new hires acclimate to their jobs quickly, but the term has also been adopted by online service companies to describe teaching new customers how to be successful using their platforms, tools and apps.December 2, 2015User OnboardingContinue Reading
Startups are somewhat obliged to send welcome emails after a customer signs up for a free trial. It is the stage where they set the tone and tell people who they are. But there’s too much to say, and so much to offer.November 30, 2015User OnboardingContinue Reading
Today’s customer engagement strategies are more about creating ongoing meaningful interactions that not only drive revenue, but turn customers into brand advocates.....November 25, 2015Customer RetentionContinue Reading
In this post, we will be discussing 4 ways using which you can manage your user profiles in Salesforce Lightning Experience. It’ll also give you a glimpse of setting and assigning user permissions in Salesforce, and all the important things you need to know about Salesforce Profiles.November 23, 2015UncategorizedContinue Reading
In this post, we will be covering 3 tools that will help you seamlessly import and export Salesforce Lightning contacts.
The best way to learn any tool is by practicing it on the live platform.....November 20, 2015UncategorizedContinue Reading
Even then, getting around and grasping all its functionalities may seem a tad bit tedious.
To help you in such scenarios, our Whatfix Community users have been creating Whatfix flows on Salesforce. November 18, 2015UncategorizedContinue Reading
Type in any search query into Google. Just below the ads, you’ll find the top websites for that keyword, and you’ll find that they have a few things in common......November 18, 2015Interactive WalkthroughsContinue Reading
People struggle when working with virtual teams because they don’t provide all the adequate training involved. The managers assume that their new team should automatically know what to do. After all, they know the job descriptions.
Unfortunately, that is never the case.November 17, 2015Employee TrainingContinue Reading
But at the cusp of 2016, it is safe to say that millennials are clearly an enormous target market who have the power to spend as well as set trends.....November 17, 2015Customer ExperienceContinue Reading
In this post, we will give you an in-depth look into Salesforce Lightning Navigation Menu. We’ll follow up with more features like Leads, Opportunities, Contacts, Dashboard, Feeds and Reports in our upcoming blog posts.November 16, 2015UncategorizedContinue Reading
In this post, we will be answering 3 commonly asked questions about accounts in Salesforce Lightning Experience. To do so, we will show you the Whatfix Way, which will give you real-time experience on your Salesforce Lightning platform and help you perform different tasks.November 13, 2015UncategorizedContinue Reading
Effective employee onboarding starts even before a prospective employee walks in for an interview and continues long after their first week at the job is completed......November 13, 2015User ExperienceContinue Reading
You may be able to increase the conversions of free trial users to paid subscribers and the retention rates of your new paid subscribers, by doing something simple: creating a consistent message. In this post, we’re going to show you how creating a consistent messaging from your sales funnel to the onboarding experience can help you increase your bottom line.November 11, 2015User OnboardingContinue Reading