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Process Overview


Opportunity Qualifiers

Insight
Included
Type of Whitespace
Description
1
Need expressed in Jobs
Cross-sell
Upsell
Surge in jobs that mention needs that align with the offering or jobs that match key roles
2
Online Research (Keywords/Competitors)
Cross-sell
Churn
Surge in research (done by employees of an account) about specific topics aligned with the offering. This might indicate churn if the account has already purchased an offering and is still researching about the same offering.
3
Team growth
Upsell
Increase in more than 10% of the team size since the last renewal or sell, indicating an increase in need of licenses or volumes of usage
4
Price arbitrage
Upsell
If the ARR of an account is considerably lesser than the ARR of other accounts that are comparable in team size
5
Usage surge
Upsell
If the usage is consistently very close to the purchased usage limits (in terms of users or volume of usage)
6
Change in “Specific Important Roles” Coming Up
Churn
If there are any new entrants or exits in the specific roles
7
Low Product Usage
Churn
If the usage for the key features sharply declines or stays consistently low.
There are no rows in this table

Key Functions (Used for Jobs and People Matching)

Product Line
Function
1
DAP - CLM
Legal
2
DAP - CLM
Sales
3
DAP - CLM
Procurement
4
DAP - CLM
Human Resources
5
DAP - CRM
Sales
6
DAP - CRM
Customer Success
7
DAP - ERP
Finance
8
DAP - ERP
Procurement
9
DAP - HCM
Human Resources
10
DAP - S2P & Procurement
Finance
11
DAP - S2P & Procurement
Procurement
12
Whatfix Hub
Information Technology
13
Whatfix Hub
Support
14
Whatfix Hub
DevOps
15
Whatfix Mirror
Information Technology
16
Whatfix Mirror
Learning and Development
17
Whatfix Product Analytics
Product
18
Whatfix Product Analytics
Marketing
19
Whatfix Product Analytics
Business Analytics
20
Whatfix ATS
Talent Acquisition
21
Whatfix ATS
Human Resources
There are no rows in this table


Key Phrases (Used for Jobs)

Product Line
Key Phrase
DAP - CLM
10
Optimize contract workflows
Reduce contract support queries
Increase contract management efficiency
Enhance digital contract experiences
Improve contract process governance
Accelerate contract finalization
Enhance RFP creation support
Optimize contract validation processes
Improve contract management productivity
Reduce contract-related errors
DAP - CRM
10
Enhance seller CRM adoption
Reduce new seller proficiency time
Support CRM users in real-time
Drive sales productivity improvements
Optimize sales process workflows
Analyze CRM user engagement data
Improve CRM training effectiveness
Reduce CRM support queries
Accelerate CRM content creation
Decrease CRM application launch time
DAP - ERP
10
Improve ERP user productivity
Reduce ERP support queries
Enhance ERP training efficiency
Optimize financial process workflows
Accelerate ERP system adoption
Increase ERP task completion rates
Improve ERP user engagement
Decrease ERP error rates
Enhance ERP process governance
Reduce ERP knowledge discovery time
DAP - HCM
10
Enhance end-user HCM experiences
Support HRIS and HCM adoption
Reduce new employee training time
Provide in-app HR task support
Optimize HR process governance
Improve HR data quality
Analyze HCM end-user engagement
Track HCM usage analytics
Enable quick HR-related task completion
Drive HR productivity and outcomes
DAP - S2P & Procurement
9
Improve productivity in procurement
Drive e-procurement technology adoption
Reduce errors in S2P processes
Optimize procurement process efficiency
Enhance vendor onboarding experience
Increase user adoption of procurement software
Manage change in procurement technologies
Analyze procurement user engagement
Reduce support queries in procurement
Whatfix Hub
10
Accelerate Incident Response Times
Automate IT Issue Alerts
Streamline Onboarding IT Tasks
Facilitate IT Task Self-Service
Reduce IT Support Costs
Enhance IT Task Compliance
Improve IT Change Management
Boost IT Process Completion
Minimize IT Operational Risks
Increase IT System Adoption
Whatfix Mirror
10
Accelerate employee software proficiency
Reduce IT infrastructure costs
Increase software user adoption
Improve onboarding efficiency
Minimize training risks
Simplify access management
Enhance training scalability
Lower maintenance efforts
Boost training interactivity
Optimize resource utilization
Whatfix Product Analytics
10
Drive Higher User Growth
Enhance User Retention
Boost Revenue Generation
Ensure Data Consistency
Simplify Analytics Dashboards
Accelerate Insight Actionability
Optimize Product Roadmaps
Improve User Onboarding
Increase User Engagement
Support Multi-platform Products
Whatfix ATS
10
Optimize hiring processes by analyzing ATS end-user engagement.
Enhance candidate experience with personalized in-app walkthroughs.
Reduce ATS support queries by providing in-app self-help resources.
Decrease new employee time-to-proficiency with guided training.
Improve talent pipeline management through guided task completion.
Streamline onboarding by integrating company policies and procedures.
Enable real-time updates in hiring statuses with in-app guidance.
Facilitate seamless role transitions using contextual in-app support.
Drive user adoption of new ATS features with interactive content.
Enhance data-driven decision-making in talent acquisition via comprehensive analytics.

Research Topics - Product Line Mapping

This table maps the research topics to the respective product lines. Consequently, whenever online research around a topic takes place, we can attribute to the correct line.
topic
DAP - CLM
DAP - CRM
DAP - ERP
DAP - HCM
DAP - S2P & Procurement
Whatfix Hub
Whatfix Mirror
Whatfix Product Analytics
Whatfix ATS
1
Digital Transformation
2
Enterprise Digital Transformation
3
Digital Transformation Companies
4
Application Onboarding
5
Automated Customer Onboarding
6
Digital Client Onboarding
7
Digital Onboarding
8
Employee Onboarding Software
9
Remote onboarding
10
Sales Onboarding
11
Change Management
12
Organizational Change Management
13
Performance Support Tools
14
In-App Messaging
15
Employee Management
16
Customer Enablement
17
CRM Best Practices
18
CRM Data Automation
19
WalkMe
20
Incident & Breach Management
21
Incident and Problem Management
22
Incident Response
23
Source-to-Pay (S2P)
24
Enterprise Resource Planning (ERP)
25
Mixpanel
26
Amplitude
27
Whatfix
28
Customer Insight
29
Employee Training
30
Sales Management Training
31
Sales Training
32
Training and Development
33
Learning Management
34
Clickstream Analytics
35
Customer Analytics
36
Heap
37
Pendo
There are no rows in this table
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