Pendo.io vs. Whatfix

Pendo.io is very well suited for organizations, who want to quickly connect with Customers without even directly talking to them. Pendo.io allows in-app guides and documentation to help organizations connect with their customers and guide them in their product. The feature tracking capability is the best to understand the page/feature usage also by segment to categorize and understand user behavior. Replays are somewhat helpful but still can have improvements. Less appropriate where the customer base is less.

Incentivized

Currently, we are only using Whatfix with Salesforce but are in the process of implementing on other systems. It is an excellent tool to organize and provide in-app access to training materials already created. It excels at providing guidance about tasks users don't complete often and, therefore, forget what they were trained about the process. The only sort of system it might not work well is one that provides its own robust in-app assistance. More than one type of tip icon being displayed, for instance, could be confusing.

• Analytics - ability to rebuild new analytics back to the snippet install date
• Guides & Resource Center - ability to create and deploy guides without the need ofr development.
• Feedback, polls, surveys and NPS - quantative and qualative data is invaluable.

Incentivized

• Understanding the unique needs of this new emerging market and unfamiliar business processes.
• Fantastic professionalism from all the Sales team and Professional Services team, right from our first enquiry via their website.
• Providing a structured onboarding process and strong project management offering which helps us feel confident we will achieve our goals with Whatfix, despite our ambitious delivery timeline.

• The guide builder UI could be a bit more user-friendly; it's hard to remember where the different options are at first and takes some practice.
• Interpreting user paths visually can be tricky at times, especially when trying to understand where drop-offs or blockers occur.
• More granular user permissions so that I don't need to grant full admin rights to a user if I want to let them edit translations on a guide, for example.

Incentivized

• Design is definitely something they can improve on. The callouts and carousels are a little bit old-school and sometimes this creates a discrepancy with your product's design language.
• They can improve with some functionality, like full-screen carousels for the web. There are points that they cannot accommodate your design and you have to iterate on that.

Incentivized

We have had an excellent experience with Pendo. When we've had questions or concerns, Pendo is very quick to respond and communicate with us. We have experienced top-notch customer support and customer engagement. We have actually modeled some of our implementation and product processes after Pendo's examples.

Whatfix are an absolutely stellar vendor in every way. As with all technology tools and platforms, it's important to evaluate the marketplace to see what else is on offer. It would have to be something exceptional for us to seriously consider discontinuing our relationship with Whatfix

It is intuitive for core tasks like tracking feature usage, building Guides, and viewing dashboards. The interface is clean and well structured, making it easy for product managers and operational teams to get value quickly without heavy technical support. However, there is a noticeable learning curve when setting up advanced custom events, reports, or integrations, which can take some time and internal knowledge-sharing to master.

Incentivized

While they've made a lot of improvements in the last year, there are still challenges with walkthroughs and how beacons can be created. They are aware of these limitations and are actively soliciting customer feedback to help them remedy these shortcomings.

Incentivized

Every time I have logged into Pendo, the service has been available for me to use. The page has never been down when I am trying to get info from there.

Incentivized

Everything loads fairly quickly and it's not slow. I don't use an integration, I log in straight in the webpage.

Incentivized

Sometimes there is a delay to showcase all whatfix elements

They've been great anytime that we have needed help with something. They also have some really great help articles. We're able to figure most things out through their articles, but when we've had to call in they've been very helpful and we haven't had any problems. I'd highly recommend working with them.

Incentivized

Support is very proactive and quick at solving/investigating any issue that might come up. They are very knowledgeable about their own tool and coding as well, and therefore, they quickly understand the goal you try to achieve - even doing custom code when necessary (or fixing your custom code). Even as COVID hit, Whatfix still managed to supply the same high standard of support.

The training schedule was well thought out and tailored to meet our needs. Chantelle stayed with us through the whole implementation and made sure that we were good to go.

While helpful, the feedback from our employee was, that [they felt] the training was very high-level - sometimes confusing. It would be great to have some kind of sandbox environment for new users to train certain scenarios.

Use Segment to install and cut developers out of the work cycle!

Incentivized

Although Whatfix make the process relatively straightforward (they will provide Group Policy Scripts to install a Google Chrome extension specific to your organisation) its important to ensure your network deployment teams (if you have more than one) understand their role and what they need to do to test deployment once they undertaken the work.

Pendo.io excels at creating guides. The editor experience is precisely what anyone working with a DAP tool desires – unobstructed and focused on a single screen. Pendo.io boasts AI features, and the customization options exceed expectations. When we became more familiar with the product, we questioned why we hadn't considered it sooner. Pendo.io has simplified analytics, making them as straightforward as bread and butter. The number of widgets available for data representation in the dashboard is astounding. Furthermore, Pendo.io offers a wealth of features, including feature tagging, webpage tagging, Pendo Listen, NPS surveys, a resource center, and more. I used WalkMe for three years and encountered challenges achieving the desired flow for customer onboarding, which sometimes proved difficult. In contrast, Pendo.io makes everything achievable thanks to its ability to incorporate custom code into guide creations.

Incentivized

The fundamental decision for Whatfix was a management decision at the international level. The different options Whatfix offered for different systems in our company led to the decision to go with Whatfix. Basically, I am very satisfied with the decision, as the presentation of various topics, among others for our CRM system, can be mapped more individually, specifically, and directly for the different addressees. The evaluation options are also much more extensive and detailed.

The system is pretty flexible and scalable, I have used it in different browsers and devices without issues.

Incentivized

• Increasing revenue by providing an awareness mechanism for add-on modules
• Increasing adoption by providing guidance through new user flows and feature availability
• Allowing us to promote events and recruit users for UAT using both embedded and static guides
• Improving conversion from free trials by delivering key value messages during the trial experience.

Incentivized

• With 8 Systems the ROI is substantial, for every call saved, hundreds of dollars are saved.
• Providing just in time assistance with task and eliminating the search of 15 to 20 minutes to discover how to do something not only saves time, but dollars.
• Productivity increases, learning is adaptive and both are wins in ROI.
• Whatfix has paid for itself - over and over again.

Incentivized