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 does GuideCX facilitate Onboarding?

How efficiently Does GuideCX manage your Engagement Management?

How does GuideCX address your White Labeling Challenges?

How efficiently Does GuideCX manage your Forecasting?

What makes GuideCX ideal 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

Information Technology and Services

CASE STUDY Safety NetAccess

GUIDEcx helped Safety NetAccess improve project management with custom-built workflows. The company managed over 100 projects at a time and needed better client-facing software. GUIDEcx provided a mo...re organized and engaging interface. Project managers can now handle up to 60 projects each. Efficiency increased by 25 percent. Clients appreciate clear timelines and AI features. The onboarding and project management process is now smoother.

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Information Technology and Services

CASE STUDY NEOGOV

GUIDEcx helped NEOGOV improve client onboarding and project management. NEOGOV used to rely on sales notes and lacked a clear process. GUIDEcx provided time-tracking and project management tools. The... team gained insight into implementation time and process data. Customers and team members now have better visibility and clear next steps. NEOGOV saw immediate process improvements and continues to benefit from automation and reporting features.

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Information Technology and Services

CASE STUDY Quentelle

GUIDEcx helped Quentelle fix slow client onboarding. Before, Quentelle had a decentralized system and clients took up to two years to finish onboarding. GUIDEcx gave them a central, automated platfor...m. Project managers and clients now track tasks, see timelines, and get reminders. Quentelle saw a 45% increase in client engagement. Implementation time dropped by 66%. Time to value went from two years to just three weeks. The team saved time and doubled its project manager headcount.

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Computer Software

CASE STUDY Maxio

GUIDEcx helped Maxio cut six weeks from their onboarding process. Maxio used to track onboarding with spreadsheets, which made it hard to see progress and task times. GUIDEcx gave Maxio and their cus...tomers better visibility and access to project plans. Maxio automated 20% of onboarding tasks and increased customer engagement. Customers now feel confident to start onboarding sooner. The customer experience improved a lot.

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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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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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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