Unaric Guide vs Whatfix: Native Salesforce Adoption vs Multi-Platform Adoption

60% of workers resist new technologies and prefer legacy systems, mainly because onboarding and guidance are insufficient. Let’s reflect on what that really means for organizations that rely on Salesforce.

One of the ways Salesforce-first businesses address this problem is by utilizing tools that display help and instructions directly within Salesforce, enabling users to complete tasks accurately without needing to leave the screen.

Among a lot of tools presented on AppExchange, which we discovered and tested, we decided to compare Unaric Guide vs Whatfix because Salesforce teams often face a key decision: whether to adopt a cross-platform digital adoption layer or a native Salesforce solution. 

Both are well-known tools for user enablement, but they use very different architectures: Whatfix runs as an overlay across various enterprise applications, whereas Unaric Guide operates natively inside Salesforce.

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Whatfix Overview

Whatfix is a digital adoption platform that improves onboarding and training across enterprise applications. It offers dedicated solutions for Web, Desktop, and Mobile platforms, allowing organizations to create contextual in-app content such as Flows, Smart Tips, Beacons, and Pop-ups. 

The system overlays guidance on tools like Salesforce, SAP, and Workday to support consistent user experiences. This Whatfix Salesforce adoption comparison shows that its flexibility comes from multi-platform coverage, delivered through external software.

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Unaric Guide Overview

Unaric Guide is a 100% Salesforce-native digital adoption solution built directly into Lightning. It enables administrators to create and manage in-app help, step-by-step guides, and company communications using tools such as Embedded Help and NoticeBoards. 

Because it runs entirely within Salesforce, there are no external servers or browser extensions involved. All content, permissions, and analytics stay securely within the organization’s Salesforce environment.

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Feature Comparison Table: Salesforce Adoption Tools 2025

The comparison below highlights how Whatfix and Unaric Guide differ in setup, integration, and scalability. After comparing the main features of both apps, we ranked each of them with a star rating, from one to five stars.

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Both tools enhance adoption and training efficiency. Whatfix is a strong choice for companies managing several enterprise applications, while Unaric Guide provides faster deployment, simpler maintenance, and full data control for Salesforce-only environments.

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Whatfix: Pros and Cons

Pros

• Works across multiple applications, including Salesforce, SAP, Oracle, and Workday.
• Provides no-code authoring through Whatfix Studio, allowing teams to create Flows, Smart Tips, and Pop-ups without coding.
• Includes segmentation and behavioral analytics hosted on the Whatfix Cloud.
• Scales effectively for large global deployments with multilingual support.

Cons

• Requires external software (browser extensions, desktop applications, or SDK integrations) to function.
• Whatfix content and usage analytics are processed on Whatfix Cloud rather than natively in the platform.
• Longer setup time and higher dependency on IT and security teams.

Overall, Whatfix is best suited for enterprises that use several interconnected systems and want a unified approach across platforms.

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Unaric Guide: Pros and Cons

Pros

• Fully Salesforce-native; all help content, alerts, analytics, and user access settings stay within Salesforce.
• Quick installation through AppExchange, configured directly by Salesforce administrators.
• Uses standard Lightning components for in-app help, onboarding, and communication.
• Transparent pricing with Free, Starter, Pro, and Enterprise tiers published online.

Cons

• Salesforce applications only; not designed for multi-platform adoption.

Unaric Guide offers a focused, secure, and cost-effective option for organizations that rely on Salesforce as their core system.

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Use Cases and Best-Fit Scenarios: Native Salesforce Adoption vs Whatfix

Both tools improve Salesforce adoption but serve different types of organizations and technology environments.

Whatfix is best suited for enterprises managing adoption across multiple systems such as Salesforce, SAP, Oracle, and Workday, where centralized analytics and cross-application visibility are required.

Typical use cases:

• Training service agents on integrated CRM–ERP processes.
• Guiding sales teams through complex quoting or renewal workflows that connect multiple systems.
• Supporting employees who use both Salesforce and other cloud apps in their daily work.
• Tracking adoption metrics across departments using Whatfix’s analytics dashboards.

Use cases include Sophos, which reduced IT support requests by 12,000 per year, and Experian, which achieved a 72% productivity increase after adopting Whatfix for Salesforce onboarding and training.

Unaric Guide is designed for Salesforce-focused organizations that need in-app onboarding, process alerts, and data-driven guidance, with fast setup and full control of content and analytics inside the CRM.

Typical use cases:

• Training, helping, alerting and upskilling Salesforce users while they’re using the platform.
• Onboarding new Salesforce users after go-live or new feature deployment.
• Displaying compliance messages, data-entry reminders, or policy updates through alerts and notices.
• Providing contextual field-level help to reduce data errors during record creation.
• Delivering internal announcements or change communications directly in Lightning without using email.
• User behaviour and sentiment analysis.

Enterprise users such as PageGroup and Brambles rely on Unaric Guide to onboard thousands of Salesforce users and deliver in-app training across global teams.

Ultimately, the choice between Unaric vs Whatfix depends on whether adoption goals extend across multiple systems or focus on improving performance within Salesforce.

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Pricing and Total Cost of Ownership

Whatfix pricing is available only on request, with three suggested plans: Standard, Premium, and Enterprise. Pricing depends on user volume, supported systems, and chosen analytics features. Exact costs are provided only through sales consultation.

Unaric Guide lists its pricing openly with four tiers: Free, Starter ($128/month), Pro ($1,000/month up to 500 users), and Enterprise (custom). Discounts apply for nonprofits and multi-year agreements. This means you don’t pay per user as you scale, and most organizations will find the Pro tier a good fit for their needs.

For Salesforce-focused teams, Unaric’s transparent model offers quicker setup and predictable budgeting, making it a practical, native Whatfix alternative for Salesforce.

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Final Takeaway: Specialist Tools for Specific Needs

Both platforms help improve Salesforce adoption, but take different approaches. 

Whatfix delivers flexibility for organizations managing multiple business applications and onboarding programs across web, desktop, and mobile environments. It suits large enterprises that need analytics and guidance spanning several systems.

Unaric Guide, on the other hand, offers a faster, simpler, and more secure experience for Salesforce users. For teams that work entirely inside Salesforce, its native architecture provides lower costs, easier maintenance, and full control over your data.

Choosing between them depends on scope and strategy. For Salesforce-driven organizations, Unaric Guide delivers the most direct and dependable way to keep users engaged and processes on track.