You Client Onboarding Questions Answered

You Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

Want to Reduce Client Onboarding Time by 30%? Here’s How

Want to Reduce Client Onboarding Time by 30%? Here’s How

Think about the last time you put together a piece of furniture or a complicated toy for your kids. Was it a good experience or a bad one? Did you have to provide your own tools? Did it take more time than you expected or less? How many swear words did you say? (We...

The Biggest Problems with Client Onboarding and How to Fix Them

The Biggest Problems with Client Onboarding and How to Fix Them

Let’s say you’ve always wanted to go to Disneyland to ride Space Mountain. You go to a travel agent and they plan the perfect trip. Except when you get to Disneyland, Space Mountain is closed for repairs. Your perfect trip has suddenly become a bit of a bummer, no...

How to Perfect the Sales-to-Client Onboarding Handoff

How to Perfect the Sales-to-Client Onboarding Handoff

A lot of effort goes into closing a sale, but the work doesn’t end when your new customer signs a contract. In fact, it’s just beginning. It’s what happens after the sale that determines what kind of experience your customer will have—and whether they will stay your...

Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

In our consumer lives, we expect to know exactly what is happening and when. Just ordered a pizza? You can track it from the restaurant to your doorstep. Going on a trip? Your airline will notify you when it’s time to check in for your flight. You’ll get real-time...

Things that Should (and Shouldn’t) Be in Your Knowledge Base

Things that Should (and Shouldn’t) Be in Your Knowledge Base

How well does your knowledge base perform for your clients? The “knowledge base” is a critical element of every SaaS company, and most have some type of information portal or repository where people can find articles or help—after all, six in 10 consumers say they...

Leveraging a Self-Service Implementation Strategy

Leveraging a Self-Service Implementation Strategy

When onboarding a new customer, a self-service implementation strategy can improve the experience for you and the client. It can reduce the resources you must invest in the process and help the customer start realizing the full benefit of your product or service...