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Avoid These 5 Things When Choosing Client Onboarding Software

Avoid These 5 Things When Choosing Client Onboarding Software

by Todd White | Jan 29, 2021 | Blog, Blog, Blog, Blog, Blog-onb, Customer Experience, Implementation, Onboarding, Self-service

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...
3 Ways Customer Success Teams Can Improve Client Onboarding

3 Ways Customer Success Teams Can Improve Client Onboarding

by Harris Clarke | Jan 29, 2021 | Blog, Blog, Blog, Blog-onb, Customer Experience, Implementation, Onboarding

Your sales team has closed the deal and landed a new customer. Congratulations! Now it’s time for you and your customer success team to shine. But just delivering the product or service your new client bought isn’t enough. Even if your customers get what they paid...
Silicon Slopes: “Are Investors Accelerating Strategic Momentum? Here’s How to Be Ready”

Silicon Slopes: “Are Investors Accelerating Strategic Momentum? Here’s How to Be Ready”

by GuideCX | Nov 24, 2020 | News, News, News, News, News, News, News

By Amy Cook for Silicon Slopes “During the Great Recession, many investors repeatedly made the same mistakes: “deploying capital at the peak, selling at a discount, then sitting on the sidelines during the recovery,” according to a report from McKinsey. During...
Business Wire: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”

Business Wire: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”

by GuideCX | Nov 24, 2020 | News, News, News, News, News, News, News

“SALT LAKE CITY–(BUSINESS WIRE)–GuideCX®, a purpose-built project management platform for onboarding new customers, today announced it has completed a $10 million Series A round of financing led by Sorenson Ventures. The investment will allow GuideCX...
Global Banking and Finance: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”

Global Banking and Finance: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”

by GuideCX | Nov 24, 2020 | News, News, News, News, News, News, News

“GuideCX, a purpose-built project management platform for onboarding new customers, today announced it has completed a $10 million Series A round of financing led by Sorenson Ventures. The investment will allow GuideCX to further define the category of modern...
Finsmes: ” GuideCX Raises $10M in Series A Funding”

Finsmes: ” GuideCX Raises $10M in Series A Funding”

by GuideCX | Nov 24, 2020 | News, News, News, News, News, News, News

“GuideCX, a Salt Lake City, UT-based platform for onboarding new customers, raised $10m in Series A funding. The round was led by Sorenson Ventures with participation from new investors Epic Ventures, Orchard Ventures, and previous investors Album VC and...
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