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.

Onboarding vs. Implementation: What’s the Difference?

Onboarding vs. Implementation: What’s the Difference?

GuideCX

Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech How-To: 3 Ways to Solve FinTech Pain Points

Harris Clarke

FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...

An In-depth Look at GuideCX’s Resource Management Feature

An In-depth Look at GuideCX’s Resource Management Feature

GuideCX

For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...

3 Trends Guaranteed to Change Your Client Onboarding Process

3 Trends Guaranteed to Change Your Client Onboarding Process

GuideCX

Recovering from the pandemic has been a unique challenge for organizations. We are anxious to get back to business as usual, but changes in work environments, industry and customer demands, and staff expectations across all industries have some project managers...

Everything You Need to Know about Client Onboarding and Time Tracking

Everything You Need to Know about Client Onboarding and Time Tracking

GuideCX

Have you ever put hours into a project without realizing it? Or worse, have you ever put lots of time into a project without having much to show for it? Without keeping track of time, we miss out on valuable information and better project results that can benefit us,...

Improving the Dealer Onboarding Process: The Ultimate Autotech Guide

Improving the Dealer Onboarding Process: The Ultimate Autotech Guide

GuideCX

When it comes to the automotive industry, being smooth, fast, and efficient isn’t just desirable for the automobiles themselves. Each step in the dealer onboarding process should be just as polished as the customer’s new ride. This process is critical to ensuring that...

EdTech Onboarding 101: Mastering the Art of education client onboarding

EdTech Onboarding 101: Mastering the Art of education client onboarding

GuideCX

Of all of the industries that could benefit from implementing new technology, the education industry may take the cake. Educators are constantly managing a hefty load of projects to complete, students to manage, and meetings to attend. With the efficiency that EdTech...

GuideCX Introduces Two New Features: Project Team Builder and Calendar Sync

GuideCX Introduces Two New Features: Project Team Builder and Calendar Sync

GuideCX

To continue improving the functionality and new client implementation process for business professionals everywhere, GuideCX has introduced two new features: Project Team Builder and Calendar Sync. Each component is designed to offer a never-before-experienced ease of...

Best Onboarding Strategies for SaaS Customers

Best Onboarding Strategies for SaaS Customers

Harris Clarke

If you want to build better onboarding and working relationships with new customers, offer them similar tools that they use to appeal to their users. Talk their talk, so to speak. Adapting your onboarding process to a new client’s area of industry expertise affirms...