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GUIDEcx

By GUIDEcx

Onboard Clients Faster

Starting at $110   USD/user/month
Requires
None

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.

  • GUIDEcx Virtual Tour

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
GuideCX/3.3 3.3.0
Listed On
11/08/2022
Latest Release
01/22/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: undefined
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.7.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/31/2022

Additional Details

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.

Need help?

GUIDEcx

Lehi, UT

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