Comparing GuideCX and Pipefy

Comparing GuideCX and Pipefy

Client onboarding solutions have been making their way to a lot of businesses in the past few years. Like our comparison with TaskRay, we’re comparing GuideCX and Pipefy with the help of G2 research. Both platforms are a part of multiple categories, but the two...

3 Benefits of a Combined Sales and Customer Success Team

3 Benefits of a Combined Sales and Customer Success Team

One of the very first questions that a new client asks during the onboarding process is, “Where is my money going?” When time quite literally means money, it’s a fair question. But, unfortunately, for many organizations, the answer isn’t always easy to find, which can...

Get Out of the Office for Ongoing Team-Building Success

Get Out of the Office for Ongoing Team-Building Success

“Team building” is a relatively general term nearly everyone has experienced in one way or another throughout their lifetime. Working together to achieve a common goal is the very nature of a business. And helping to develop interpersonal employee connections is an...

3 Ways to Strengthen Client Relationships in a Virtual World

3 Ways to Strengthen Client Relationships in a Virtual World

Business lunches. Golf course negotiations. Client appreciation parties. In-person onboarding. Afterwork happy hours. Handshakes. A lot of client relationship-building best practices and traditions we once took for granted had been canceled or altered. We all have...

Three Tips for Managing a High-Functioning Hybrid Workplace

Three Tips for Managing a High-Functioning Hybrid Workplace

The future of work is hybrid. According to a recent Gartner survey, 82 percent of company leaders intend to support a hybrid workplace. This means that organizations must adapt to a more complex work model that not only challenges the traditional 9-to-5 model, but...

How the GuideCX CEO Fosters Entrepreneurial Employees

How the GuideCX CEO Fosters Entrepreneurial Employees

GuideCX is surrounded by startups. Utah a region that consistently ranks as the top state for entrepreneurs. Dozens of companies like Pluralsight, Qualtrics, InsideSales, and more are calling the industrious Beehive State home. Peter Ord began his career working for a...

Hybrid Work Demands More Trust in Onboarding Processes  

Hybrid Work Demands More Trust in Onboarding Processes  

Trust is your company’s most important currency. But the new hybrid workplace—with some employees working remotely, some working in-person, and many going back and forth between the two—has made earning and keeping trust more difficult than ever. According to a recent...

5 Best Practices for Superior Client Onboarding

5 Best Practices for Superior Client Onboarding

We talk a lot about how GuideCX® can help you improve the client implementation and onboarding experience through transparency, project visibility, and automated communication that keeps everyone in the loop.  But no matter how great we think GuideCX is (and we think...