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GUIDEcx

Onboard Clients Faster

Overview

GUIDEcx is the industry leader in customer onboarding. Our platform delivers value faster by allowing you to invite, guide and engage internal and customer teams in a fully transparent process.

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  • Increase Capacity – Expand your revenue opportunities by maximizing the bandwidth of your project managers. Our process allows PMs to work on more projects without sacrificing the quality of service.

  • Improve Efficiency – Stop wasting time and money on outdated processes. Our templates, automation and reporting ensure that your team is staying on task and focused on completing the project and driving value.

  • Accelerate Time to Value – Move cashflow upstream with GUIDEcx. Our platform is built to help you recognize revenue faster by streamlining the implementation process and proactively mitigating and managing risk factors.

Most customer churn happens during the crucial onboarding period - GUIDEcx is here to help. GUIDEcx facilitates a seamless transition between your sales and implementation teams, automatically creating an onboarding project when a deal is marked Closed Won in Salesforce. Our team leverages years of experience as the leader in customer onboarding to deliver a solution that keeps your customer at the center of every project, drastically reduces onboarding time, improves net revenue retention, and accelerates time to value. Invite internal and external teams to projects. Guide customers through the onboarding process and keep on track with automated tasks, reminders, and updates. Engage with customers in the way they prefer, and utilize advanced template, project, CSAT, and time tracking reporting to optimize your onboarding process. With over 250,000 successful customer onboarding projects completed, GUIDEcx helps people work better together.

Categories

Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code