Process Overview


Opportunity Qualifiers

Insight
Included
Type of Whitespace
Description
Need expressed in Jobs
Surge in jobs that mention needs that align with the offering or jobs that match key roles
Online Research (Keywords/Competitors)
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.
Team growth
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
Price arbitrage
If the ARR of an account is considerably lesser than the ARR of other accounts that are comparable in team size
Usage surge
If the usage is consistently very close to the purchased usage limits (in terms of users or volume of usage)
Change in “Specific Important Roles” Coming Up
If there are any new entrants or exits in the specific roles
Low Product Usage
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
Legal
Sales
Procurement
Human Resources
Sales
Customer Success
Finance
Procurement
Human Resources
Finance
Procurement
Information Technology
Support
DevOps
Information Technology
Learning and Development
Product
Marketing
Business Analytics
Talent Acquisition
Human Resources
There are no rows in this table


Key Phrases (Used for Jobs)

Product Line
Key Phrase
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
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
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
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
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
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
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
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
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
Digital Transformation
Enterprise Digital Transformation
Digital Transformation Companies
Application Onboarding
Automated Customer Onboarding
Digital Client Onboarding
Digital Onboarding
Employee Onboarding Software
Remote onboarding
Sales Onboarding
Change Management
Organizational Change Management
Performance Support Tools
In-App Messaging
Employee Management
Customer Enablement
CRM Best Practices
CRM Data Automation
WalkMe
Incident & Breach Management
Incident and Problem Management
Incident Response
Source-to-Pay (S2P)
Enterprise Resource Planning (ERP)
Mixpanel
Amplitude
Whatfix
Customer Insight
Employee Training
Sales Management Training
Sales Training
Training and Development
Learning Management
Clickstream Analytics
Customer Analytics
Heap
Pendo
There are no rows in this table
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