Resources

Welcome to the GuideCX Blog

When people know what to expect, they feel better—and that includes you. The GuideCX blog tells you everything you need to know about new client implementation and onboarding so you can rock at it every time.

GUIDEcx is Now Available on the Salesforce AppExchange

GUIDEcx

We are proud to announce that GUIDEcx is now available on the Salesforce AppExchange. GUIDEcx subscribers can enjoy increased confidence in the quality and security of the managed package, higher visibility before installing and automatic updates within the Salesforce...

New Customer Dashboard Headlines the GUIDEcx October Release

GUIDEcx

GUIDEcx®, the leader in client onboarding software, recently announced the latest feature additions and updates within the platform designed to better manage customers, increase customer retention and satisfaction, streamline onboarding processes, and increase...

Introducing the Customer Dashboard

GUIDEcx

We’ve heard your feedback and are excited to announce the release of the brand-new Customer Dashboard! The Customer Dashboard is now available for Enterprise clients and provides a better way to manage your customers. Enterprise clients are able to view all customer...

Introducing the CSAT (Customer Satisfaction Tool)

GUIDEcx

Did you know that after a positive customer communications experience, 7 out of 10 customers will recommend the organization to others or purchase more products and services?  GUIDEcx now offers a CSAT tool (Customer Satisfaction), that helps you gather valuable...

Announcing the Integrations Marketplace

GUIDEcx

The Integrations Marketplace is your one-stop shop to explore and enable purpose-built integrations for your success, sales, and communications applications. This marketplace displays the currently available integrations, as well as, connections already made on the...

GUIDEcx is Now Tracking Status Change Reasons

GUIDEcx

Looking to understand why a project deadline shifted or milestones were missed?  GUIDEcx Status Change Reasons give you the ability to track why a project is on hold, delayed, or canceled. Keep key stakeholders informed throughout the process with updates on areas...