- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $110 per user per month
- Listed since
- 2022
About GUIDEcx
Onboard Clients Faster
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.
Highlights
- 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- Improve Efficiency – Stop wasting time and money on outdated processes.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.
Screenshots and videos
Pricing
Paid, from $110 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $110 per user | Monthly |
Use of the GuideCX package requires a paid subscription to the GuideCX platform.
Compatibility
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 31, 2022
- Languages
- English