WalkMe Review: Pros, Cons, Features, and Pricing
WalkMe is a customer onboarding software that enhances user experience through in-app guidance, notifications, and automation. It primarily serves IT teams, sales organizations, HR departments, and customer care teams, offering significant benefits to businesses undergoing digital transformation and change management. WalkMe is an AI-powered digital adoption platform (DAP) that simplifies employee and customer onboarding to improve product adoption and promote customer loyalty and retention.
WalkMe addresses common pain points such as inefficient onboarding and low product adoption for IT, sales, HR, and customer care teams. In this article, I'll cover WalkMe's features, pros and cons, use cases, and pricing so you can decide if this software aligns with your onboarding and user engagement needs and goals.
WalkMe Evaluation Summary
- Pricing upon request
- Free demo
Why Trust Our Software Reviews
WalkMe Overview
In my opinion, WalkMe is a solid choice for customer onboarding software. It provides robust features that allow for dynamic user education, tutorials, and easy integration, which improve user experience. While it offers rich features and ease of use, customer support could be more responsive. If your team values comprehensive onboarding tools that facilitate self-service, a centralized resource center, and strong user engagement, WalkMe is worth considering.
pros
-
It offers robust analytics to track user engagement and success.
-
Your onboarding or admin team can quickly implement WalkMe without extensive training.
-
You can easily create in-app guidance to help users navigate software.
cons
-
It can be time-consuming to master all functionalities.
-
Frequent updates can make it hard to manage without dedicated resources.
-
Your team might find the interface complex, according to user reviews.
-
Freshdesk
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Hiver
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Creatio CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Guided Walkthroughs: WalkMe provides step-by-step guides that help users navigate complex processes. You can create custom walkthroughs for any application, ensuring your team learns efficiently and independently.
In-App Messaging: This feature allows you to send real-time messages to users within the app. It keeps everyone informed without disrupting their workflow, enhancing communication.
User Segmentation: WalkMe lets you target specific user groups with personalized content. This ensures that your teams receive relevant information based on their role or experience level.
Analytics Dashboard: The analytics tool provides insights into user behavior and engagement. You can track progress and identify areas for improvement, ensuring your onboarding process is effective.
Smart Tips: These are contextual tips that pop up to guide users when they encounter new features. It helps end users learn on the go without needing to consult external resources.
Task Automation: WalkMe automates routine tasks, reducing manual effort. This feature saves your team time and allows them to focus on more important activities.
Ease of Use
WalkMe is highly intuitive for customer onboarding, with a left-side menu for straightforward navigation. You can switch between features, and the two main screens provide clear views of information. The software's design allows you to navigate projects efficiently using the hamburger menu and return to higher-level views. Though it can at first appear complex, WalkMe's design and navigation make it accessible, helping you and your team adapt and integrate it into your workflows efficiently.
Integrations
The WalkMe SaaS platform integrates with SAP, Salesforce, Workday, Microsoft Dynamics 365, ServiceNow, Slack, Jira Software, DocuSign, and Zendesk.
WalkMe also provides an API and connects with third-party integration tools for enhanced functionality.
WalkMe Specs
- Analytics
- API
- Calendar Management
- Chat
- Click-to-Dial
- CRM Integration
- Customer Management
- Customer Service
- Dashboard
- Dashboards
- Data Export
- Data Import
- Data Visualization
- External Integrations
- Feedback Management
- Knowledge Base
- Lead Management
- Lead Scoring
- Multi-Source Feedback
- Multi-User
- Net Promoter Score
- Notifications
- Omnichannel Referrals
- Online Surveys
- Review Moderation
- Scheduling
- Sentiment Analysis
- Social Media Monitoring
