GUIDEcx

GUIDEcx is a critical part of our SaaS onboarding experience

We chose GUIDEcx as our onboarding solution because it was purpose-built for software onboarding. The UX is slick, modern, easy to set up and, more importantly, to maintain. If your onboarding team is the tip of the spear for your Customer Success team, then how you guide them through the process is of the utmost importance. You want your customers to have a modern and comforting experience, and GUIDEcx does just that. Not only can you have multiple templates to suit your main use cases, but you can customize each project to suit the specific setup for each customer. Ensuring you have clear accountability and expectations for both your team and your customer is key. If time kills all deals, then time can also kill your implementations. We've dramatically reduced our overall duration for our customer implementations, allowing our customers to improve their time to value. Their salesforce integration is top-notch and helps us feed all of the important data points we need for broader organizational visibility. Our workload and new project assignment is more mature than ever before. Not all projects are the same size and they aren't all at the same stage. Be fair to your team and don't overwhelm them unintentionally. We use aggregate open hours per implementation consultant as a way to manage workload and project assignement now instead of just project counts.