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About

Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.

About

Whatfix is a leading Digital Adoption Platform that helps companies deliver modern and easy onboarding, effective training and better support to users through contextual content displayed at the time of need. Whatfix powers-up software solutions by lending incredible simplicity, intuitiveness and personalization. Several Fortune 500 enterprises worldwide trust Whatfix to ensure quick ROI on their technology investments and improve end-user productivity and performance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration

Audience

Enterprises and SMBs

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Valuecase
Founded: 2021
Germany
www.valuecase.com

Company Information

Whatfix
Founded: 2013
San Jose
whatfix.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Microlearning Supported
Onboarding Supported
Training Supported

Digital Adoption Platforms Features

Audience Segmentation Supported
Content Creation Supported
Contextual Guidance Supported
Data Validation Supported
In-App Training Supported
Launch Management Supported
Multi-Language Supported
Self Service Tools Supported
Surveys & Feedback Supported
User Onboarding Supported

Microlearning Features

Adaptive Learning Supported
Asynchronous Learning Supported
Built-In Course Authoring Supported
Content Library Supported
Evaluation Management Not Supported
Gamification Not Supported
Leaderboards Not Supported
Progress Tracking Supported
Quizzes Supported
Rewards Management Not Supported

Onboarding Features

Course Management Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Supported
Electronic Signature Not Supported
Employee Handbook Supported
Employee Portal Supported
File Management Not Supported
Job Description Management Not Supported
Orientation Management Supported
Self Service Portal Supported
Task Management Supported
Tax Forms Not Supported
Training Management Supported

Training Features

Academic / Education Not Supported
Asynchronous Learning Supported
Blended Learning Supported
Built-In Course Authoring Not Supported
Built-in LMS Not Supported
Certification Management Supported
Corporate / Business Supported
eCommerce Supported
Learner Portal Supported
Mobile Learning Not Supported
Simulation Supported
Synchronous Learning Supported
Training Companies Not Supported

Integrations

Salesforce Supported
Zapier Supported
Bullhorn Not Supported
Calendly Supported
Confluence Not Supported
Google Analytics Not Supported
Google Docs Supported
Google Meet Supported
IBM TRIRIGA Not Supported
Intercom Not Supported
Jira Not Supported
Jira Work Management Not Supported
Make Supported
Mixpanel Not Supported
Okta Not Supported
Pipedrive Supported
SAP Concur Not Supported
Typeform Supported
Vidyard Supported
Workday HCM Not Supported

Integrations

Salesforce Supported
Zapier Supported
Bullhorn Supported
Calendly Not Supported
Confluence Supported
Google Analytics Supported
Google Docs Not Supported
Google Meet Not Supported
IBM TRIRIGA Supported
Intercom Supported
Jira Supported
Jira Work Management Supported
Make Not Supported
Mixpanel Supported
Okta Supported
Pipedrive Not Supported
SAP Concur Supported
Typeform Not Supported
Vidyard Not Supported
Workday HCM Supported
Claim Valuecase and update features and information
Claim Valuecase and update features and information
Claim Whatfix and update features and information
Claim Whatfix and update features and information