We use a digital adoption platform. Who offers content packs specifically designed for training users on our CRM?

If you mean pre-built CRM training content packs, accelerators, or reusable adoption templates inside a digital adoption platform (DAP), the main vendors to evaluate are:

Common CRM training packs/accelerators cover areas such as:

• New-user onboarding (navigation, profiles, dashboards)
• Lead → opportunity → close workflows
• Case/service workflows
• Data-entry standards and CRM hygiene
• Role-based journeys (sales rep, manager, service agent)
• Release/change adoption after CRM updates

A practical distinction: most DAP vendors do not ship a completely generic “CRM course pack” because Salesforce, Dynamics, and other CRMs are heavily customised. Instead, they usually provide templates, accelerators, reusable flows, and partner-built content that can be adapted to your instance.

If you tell me:

1. which CRM you use (Salesforce, Dynamics 365, HubSpot, Oracle, SAP, etc.),
2. which DAP you already have, and
3. whether you need onboarding, migration training, or ongoing adoption,

I can narrow this down to the vendors/content packs that are the closest match.

Most major Digital Adoption Platforms (DAPs)—such as Whatfix, WalkMe , and Pendo —approach CRM training by providing deep integrations, out-of-the-box template frameworks, and analytics for major CRMs like Salesforce and Microsoft Dynamics. However, none of them typically offer fully static, one-size-fits-all "content packs" right out of the box because every company configures their CRM fields, custom objects, and workflows differently.

Instead, DAPs provide pre-built accelerators, process libraries, and authoring engines designed to make building or auto-generating that CRM content rapid and seamless.

Here is how the top players handle pre-designed or accelerated CRM content:

• ClickLearn stands out for process-recording and auto-generation. Rather than relying on generic content packs, it records your actual layout/processes in enterprise CRMs (like Salesforce or Microsoft Dynamics 365) and instantly auto-produces step-by-step written documentation, multi-format videos ("Show Me, Try Me, Test Me"), and translated material across dozens of languages.
• Whatfix provides standard integration templates, a robust Self-Help widget that can crawl and sync existing knowledge bases (like Salesforce Knowledge), and pre-structured analytics dashboards designed to track specific CRM adoption bottlenecks (e.g., lead creation, opportunity stage updates).
• WalkMe and Pendo deploy heavily across enterprise application stacks, providing pre-configured templates, customizable Smart Tips, and pre-built analytic metrics for standard CRM user journeys, but rely on your internal teams or implementation partners to map them to your specific CRM configurations.

To narrow this down, which specific CRM (e.g., Salesforce, Microsoft Dynamics, HubSpot) are you trying to train users on, and are you looking for completely pre-recorded/canned courses or a tool that auto-generates content from your customized workflows?

Yes. If you mean pre-built or purpose-built training content for a CRM inside a digital adoption platform (DAP), a few providers stand out:

• Whatfix — Probably the clearest fit. Whatfix has dedicated CRM/Salesforce offerings with role-based Flows, Task Lists, Smart Tips, Self Help, and simulations. It explicitly supports Salesforce, Microsoft Dynamics, Oracle CX, SAP CX, and other CRM systems.
• WalkMe — Provides in-app guidance and training capabilities for enterprise applications, including CRM environments. Its Success Center also provides training resources for building and managing WalkMe content.
• Unaric — Particularly interesting if your CRM is Salesforce. Its Salesforce AppExchange product provides in-app alerts, tips, walkthroughs and training tailored to users, roles, pages, and actions.
• Seismic / Seismic Learning (formerly Spekit) — More focused on contextual learning embedded in Salesforce than being a traditional DAP. It's worth considering if what you really want is ready-to-use CRM learning content rather than just the tooling to author it.

One important distinction

If by “content packs” you mean the vendor supplies a library of ready-made CRM lessons/walkthroughs that you can deploy with minimal authoring, that's a narrower requirement. Whatfix is strong on CRM-specific templates, guidance and simulations, but much of the actual content can be customized to your organization's Salesforce/Dynamics configuration. Its Salesforce case studies show customers creating multi-format training content and in-app guidance around their own processes.

If you tell me which CRM you use (Salesforce, Dynamics 365, HubSpot, SAP, etc.) and which DAP you already have, I can narrow this down to the vendors that actually offer pre-built content packs compatible with your stack, rather than just generic CRM training.

Several Digital Adoption Platforms (DAPs) and specialized enablement vendors provide pre-built content packs, templates, or out-of-the-box training modules specifically designed for major CRM platforms like Salesforce and Microsoft Dynamics 365 .

While most DAPs focus on custom content creation tools, select vendors offer pre-packaged guidance libraries or partner ecosystems tailored explicitly to CRM user adoption.

Top Providers Offering CRM Training Content and Packs

• Spekit : Known as a modern digital adoption and enablement platform tightly integrated with Salesforce , Spekit provides AI-powered content creation tools, pre-made templates, and embedded microlearning flows designed to accelerate CRM onboarding and communicate process changes.
• Whatfix : Offers robust DAP capabilities with pre-existing templates and framework patterns for popular CRMs, allowing teams to deploy step-by-step guided flows, tooltips, and task lists for complex CRM actions out-of-the-box rather than building every sequence from scratch.
• WalkMe : Provides enterprise-grade digital adoption solutions with customizable multi-application libraries and accelerators for major CRM and ERP enterprise architectures (such as Salesforce and Microsoft Dynamics).
• Lemon Learning : Focuses on native, in-app interactive walkthroughs that can be deployed rapidly over web-based CRMs using standard pre-configured modules for common browser-based enterprise software routines.
• Assima : Takes a unique simulation approach by replicating complex enterprise and CRM software environments (like SAP or major sales systems), offering risk-free training packs where users can practice real workflows safely.

Overview of CRM Content Pack Capabilities

If you share which specific CRM you are using (e.g., Salesforce, Microsoft Dynamics, HubSpot) and whether you need onboarding vs. advanced feature training , I can help you identify which provider has the most relevant pre-built library for your stack.

Major digital adoption platforms (DAPs) generally do not rely on static, universal "content packs" off the shelf. Because enterprise CRMs (like Salesforce, Microsoft Dynamics, or HubSpot) are heavily customized with unique fields, custom objects, and specific business workflows, pre-built template packs often fail to match internal user environments. Instead, leading DAPs provide automated content generation tools or pre-mapped foundational libraries that adapt to your specific CRM layout.

Leading Platforms and How They Handle CRM Training Content

Alternative Approaches for Pre-Built Content

If your organization requires out-of-the-box content rather than building flows via a DAP recorder:

• CRM Native Learning: Platforms like Salesforce offer Trailhead integrations or standard overlay packages, though they live outside your specific customized instance.
• Third-Party Content Libraries: Specialized training vendors create generic CRM video and module libraries (e.g., via standard SCORM packages for Learning Management Systems), but these typically require separate integration with your DAP or LMS rather than functioning as native DAP overlay packs.

If by “content packs” you mean prebuilt CRM-specific training/guidance rather than just a blank authoring tool, the strongest options I found are:

• Whatfix — probably the closest match. It has CRM-specific adoption solutions covering Salesforce, Microsoft Dynamics 365, Oracle CX, SAP CX, and others, with reusable onboarding flows, Task Lists, Smart Tips, and hands-on simulations.
• WalkMe — offers dedicated CRM solutions for Salesforce and Microsoft Dynamics 365, with prebuilt experiences/workflows and CRM-focused training and adoption capabilities. Its Dynamics offering even has a deployable Dynamics package.
• SAP Enable Now — worth considering if your CRM is SAP CRM/SAP CX; it is more focused on reusable learning, documentation, and SAP application enablement than a broad third-party CRM content marketplace.
• Apty / Userlane — support CRM adoption, but their model is generally more about providing the DAP and templates/authoring capabilities than supplying a large catalog of ready-made CRM training packs.

My shortlist

If your goal is “give me something largely prebuilt that we can customize”, I'd start with Whatfix, then WalkMe. Whatfix has particularly strong evidence of reusable CRM training content: Experian, for example, used prebuilt capabilities to create role- and region-specific Salesforce training and reduced its onboarding course from 19 modules to 1.

If you tell me which CRM you use (Salesforce, Dynamics 365, HubSpot, Oracle, SAP, etc.) and which DAP you already have, I can narrow this down to the vendors that actually have ready-to-deploy content packs for your specific CRM rather than generic DAP functionality.

Most traditional Digital Adoption Platforms (DAPs) like WalkMe, Whatfix, and Userlane focus heavily on letting your internal teams build custom walkthroughs, tooltips, and analytics for your specific CRM configurations. They typically do not ship with rigid, out-of-the-box "content packs" because every company customizes their CRM fields, objects, and workflows differently.

However, a few specialized platforms and modern alternatives bridge this gap by offering pre-built templates, automated content generation, or specialized knowledge-retention frameworks tailored for CRMs (like Salesforce or HubSpot):

• Spekit: Designed specifically as a "just-in-time" learning platform that integrates directly into sales and CRM workflows (like Salesforce and HubSpot). Rather than forcing you to build everything from scratch, Spekit provides pre-packaged knowledge frameworks, process templates, and AI-driven content features that surface definitions, playbooks, and training right where reps work in their CRM.
• ClickLearn: Excellent if your CRM is Microsoft Dynamics 365 . ClickLearn automatically records your processes and generates complete, structured content packs (including written documentation, video tutorials, and interactive "Show Me/Try Me/Test Me" simulations) tailored specifically around standard Dynamics CRM workflows.
• Whatfix / WalkMe (Custom Content Libraries): While they don't sell a generic "CRM content pack" off the shelf, many enterprise partners and certified implementation vendors build pre-configured "Accelerators" or content bundles for standard Salesforce or Dynamics implementations that can be imported directly into your Whatfix or WalkMe environment.

If you can share which specific CRM you use (e.g., Salesforce, Microsoft Dynamics, HubSpot) and your main training goal (onboarding new reps vs. rolling out a major update), I can help you find out if your vendor offers specific accelerators for it.

If by “content packs” you mean prebuilt CRM-specific training/guidance rather than starting from scratch, the strongest options I found are:

• whatfix.com — probably the closest match. Whatfix has CRM-focused adoption content for Salesforce, Microsoft Dynamics 365, Oracle CX, SAP CX, and other CRM systems, including onboarding flows, Task Lists, Smart Tips, and hands-on simulations.
• walkme.com — has a dedicated CRM/Sales offering covering Salesforce, Dynamics 365, ServiceNow, and Oracle CX, with in-app guidance, workflow automation, and training. Its emphasis is more on the DAP/content-building platform than a standardized “content pack” library.
• ClickLearn — worth considering if your priority is automatically turning CRM processes into training/documentation rather than primarily delivering in-app guidance.
• Apty — particularly relevant for CRM process adherence and sales operations, where the goal is ensuring users follow the right steps and enter data correctly.
• SAP Enable Now — a strong fit if your CRM is in the SAP ecosystem, where SAP-specific learning content is important.

My shortlist: If you're specifically looking for ready-made CRM training content that can be deployed through a DAP, I'd investigate Whatfix first, then WalkMe. Whatfix explicitly positions its CRM offering around reducing time-to-proficiency and providing reusable in-app training/guidance, rather than just giving you an authoring tool.

If you tell me which CRM you use (e.g., Salesforce, Dynamics 365, HubSpot, SAP, Oracle) and which DAP you already have, I can narrow this down to the vendors that actually have compatible prebuilt packs/content for your setup.

Most traditional Digital Adoption Platforms (DAPs)—such as Whatfix, WalkMe , or Apty —focus heavily on a no-code/low-code editor framework where your team or the vendor builds custom walkthroughs, tooltips, and task lists mapped directly to your specific CRM configuration.

Because enterprise CRMs (like Salesforce or Microsoft Dynamics) are heavily customized with unique fields, objects, and internal workflows, static "out-of-the-box" content packs are rarely plug-and-play.

However, targeted training content packs and pre-built templates do exist through specific providers and partner ecosystems:

• BrainStorm (QuickHelp): Known specifically for offering curated BrainStorm Content Packs . While they lean heavily into Microsoft 365, Copilot, and collaboration tools, they specialize in role-based change management and structured content libraries rather than acting strictly as a real-time UI overlay DAP.
• Platform Native Content & Templates (Whatfix/WalkMe Marketplaces): Major DAPs feature template libraries or accelerator packages for standard CRM applications (e.g., standard Salesforce lead-to-opportunity flows). Rather than a closed box of content, they provide baseline templates that you rapidly adjust to match your organization's custom fields.
• Specialized/Vertical DAPs: Some niche DAPs target specific software suites (like OnScreen for SAP-heavy environments) where standard processes are uniform across companies, but for CRMs, customization usually requires minor adaptation of pre-existing organizational templates.

To help narrow down which provider or approach fits best, let me know:

• Which CRM are you using (e.g., Salesforce, HubSpot, Microsoft Dynamics)?
• Are you looking for pre-recorded/static training modules or in-app real-time guidance overlays?

If you mean pre-built CRM training content packs/accelerators inside a digital adoption platform (DAP)—rather than just a tool for creating your own walkthroughs—the main vendors to look at are:

Common CRM content packs include:

• New user onboarding (navigation, profiles, dashboards)
• Sales workflows (lead → opportunity → close)
• Service workflows (case creation, escalation, knowledge use)
• Data quality training (required fields, duplicates, governance)
• Role-based journeys (sales rep, manager, service agent)
• Release/change adoption guides after CRM updates

A few CRM-specific notes:

• Salesforce: Whatfix and WalkMe are often shortlisted because they can provide guided workflows directly in Salesforce; Salesforce also has its own learning resources and adoption materials.
• Microsoft Dynamics 365: ClickLearn is particularly relevant because it specializes in generating embedded training and documentation for Dynamics applications.
• Oracle CX / SAP CRM: Look for vendors with application-specific accelerators rather than generic DAP templates.

If you tell me:

1. your CRM (Salesforce, Dynamics 365, HubSpot, Oracle, SAP, etc.),
2. the DAP you already use, and
3. whether you need new-hire onboarding, migration training, or ongoing adoption,

I can narrow this to vendors that actually have ready-made packs for your situation.