GuideCX Overview

GUIDEcx redefines client onboarding with its specialized software designed for seamless project management. Trusted across 500,000 projects, it accelerates value delivery by ensuring timely and efficient onboarding. The platform's intuitive engagement tools help build trust and ensure on-time project completion. GUIDEcx stands out with its powerful integrations, making it a leader in the client onboarding software space. Its user-friendly interface and comprehensive resources, like the Customer Onboarding Checklist & Template Kit, offer practical support for avoiding common onboarding pitfalls. Whether you're managing a single project or scaling across multiple clients, GUIDEcx provides the tools to optimize your onboarding investment effectively.

Use Cases

Customers recommend Onboarding, Engagement Management, White Labeling, as the business use cases that they have been most satisfied with while using GuideCX.

Other use cases:

  • Forecasting
  • Workflow Management
  • License Management
  • Category Management
  • Relationship Management
  • Performance Management
  • Lifetime Value Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using GuideCX.

Other priorities:

  • Scale Best Practices
  • Increase Sales & Revenue
  • Improve Internal Communications
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GuideCX Use-Cases and Business Priorities: Customer Satisfaction Data

GuideCX works with different mediums / channels such as E-Mail.

GuideCX, belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

GUIDEcx ensures a smooth, transparent SaaS onboarding process, crucial for making a positive first impression. The solution focuses on efficient customer onboarding and collaboration.

Comprehensive Insights on GuideCX Use Cases

How can GuideCX optimize your Onboarding Workflow?

How can GuideCX enhance your Engagement Management process?

How can GuideCX enhance your White Labeling process?

How does GuideCX facilitate Forecasting?

Why is GuideCX the best choice for Workflow Management?

15+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well GuideCX solved their Project Management needs. Cuspera uses 200 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Case Studies

Construction

CASE STUDY Hyphen Solutions

GUIDEcx helped Hyphen Solutions speed up customer onboarding by 53%. Before, each product team used separate spreadsheets, causing delays and confusion. With GUIDEcx, Hyphen created a single onboardi...ng plan for all products. Customers now see clear milestones and know who to contact. The Wallet team cut average go-live time from 184 days to 86 days. Teams now forecast better and give customers a smoother experience.

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CASE STUDY Density

GUIDEcx helped Density improve their deployment process. Density needed a better project management tool to create repeatable workflows and generate reports. GUIDEcx provided an easy-to-use platform ...with automation, time tracking, and reporting features. Density saw a 45% increase in deployment efficiency and a 3x increase in program manager capacity. The team saved 5 hours each week. Customer satisfaction and project timelines improved.

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Education

CASE STUDY TransAct

GUIDEcx helped TransAct make onboarding easier. TransAct used to struggle with onboarding 50 new customers at once. GUIDEcx gave them a way to manage more projects with fewer people. Meeting times dr...opped by 86%. One project manager can now handle four times as many projects. Customers get better service and save time.

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Education

CASE STUDY Follett Software

GUIDEcx helped Follett Software modernize customer onboarding for K-12 districts. Before GUIDEcx, Follett used manual tools and had limited transparency, causing delays and heavy admin work. GUIDEcx ...gave real-time, customer-facing transparency and automated project management. Follett built 70+ onboarding templates and improved reporting. In 12 months, Follett cut average implementation hours by 25%, project duration by 60%, and time-to-value by 55%. Customers now see faster go-lives and higher satisfaction.

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Information Technology and Services

CASE STUDY Order.co

GUIDEcx helped Order.co cut churn during implementation by 45%. Order.co struggled with low customer engagement and high churn using their old project management tool. GUIDEcx provided a single platf...orm for project steps and messaging. This led to a 40% decrease in average onboarding time and a 66% reduction in time to first value. Order.co also achieved a 90%+ CSAT response rate with GUIDEcx’s automated feedback tool.

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Marketing and Advertising

CASE STUDY Reach Brands

GUIDEcx helped Reach Brands onboard Amazon sellers faster. Before, they used big spreadsheets and missed steps. With GUIDEcx, they built templates and shared project workspaces. Now, they launch ever...y client in 30 days. They have onboarded over 60 brands while meeting deadlines. Teams see all tasks in one place and avoid last-minute problems.

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Your Guide to the October 2022 Release

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Peers used GuideCX for onboarding and engagement management

GuideCX Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.84/5 ★

Read Reviews (14)
Analytics

3.56/5 ★

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.84/5 ★

Read Reviews (14)
Analytics

3.56/5 ★

Read Reviews (6)

Software Failure Risk Guidance

?

for GuideCX

Overall Risk Meter

Low Medium High

Top Failure Risks for GuideCX

GuideCX, Inc. News

GUIDEcx Partners with Domo to Enhance Data Access and AI Capabilities for Customers

GUIDEcx.com partners with Domo to enhance data access and AI capabilities for customers.

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The 5-Step Client Onboarding Checklist Every Business Needs

Welcome to the essential 5-step client onboarding checklist by GUIDEcx. We’ll provide you with a streamlined overview of the core steps required for a successful client onboarding experience, and introduce you to a powerful tool that simplifies the entire process. Why Client Onboarding Matters Client onboarding is the pivotal process of equipping each new client...

The post The 5-Step Client Onboarding Checklist Every Business Needs appeared first on GUIDEcx.

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INBOUND Recap: Lessons from Amazon on Delivering Customer Experience in a B2B World

In today’s hyper-competitive business landscape, delivering an exceptional customer experience could be the difference between success and failure.  At HubSpot’s INBOUND 2023, Todd White, Co-Founder and Vice President of Sales at GUIDEcx, delivered valuable insights on using the wisdom of successful B2C companies like Amazon to apply to B2B organizations. After all, the ultimate goal...

The post INBOUND Recap: Lessons from Amazon on Delivering Customer Experience in a B2B World appeared first on GUIDEcx.

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Leveraging Product-Led Onboarding to Improve Customer Retention

Onboarding is all about how you guide customers to use your product or how they’ll move through your services. Of course, the better you guide customers through this onboarding process, the better your customer retention and satisfaction rates.  Within most organizations, the entire onboarding process is team-led and requires coordinating schedules between customers and the...

The post Leveraging Product-Led Onboarding to Improve Customer Retention appeared first on GUIDEcx.

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GuideCX, Inc. Profile

Company Name

GuideCX, Inc.

Company Website

https://www.guidecx.com/

Year Founded

2017

HQ Location

P0 Box 1063, Draper, UT 84020, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SERIES A