GUIDEcx and Gainsight Integration
The native integration between GUIDEcx and Gainsight is the secret sauce that will help you and your team deliver superior customer service on every project!
See how it’s done!
- Health scores are created based on engagement during onboarding
- Ability to sync onboarding data between Gainsight and GUIDEcx
- Automated process to gauge and manage risk
- Custom GUIDEcx object
- Can run CSAT & NPS at different milestones within projects
Benefits of the GUIDEcx and Gainsight Integration
As a certified integrated partner with Gainsight, we provide you with insights into the health of your projects as soon as you onboard with us. This keeps you up-to-date on the status of all projects, allows you to focus on issues needing immediate assistance, and guides you to keep projects moving along.
Good Onboarding Drives Long-Term Retention
There’s an old adage that states 80% of your revenue comes from 20% of your customers and with customer acquisition costs on the rise, you can’t afford not to provide a best-in-class onboarding experience. The leader in customer onboarding since 2017, GUIDEcx is here to share the wisdom acquired through over 250,000 successful projects and help guide your team.Â
Let’s take a look at the resources available to you with this partnership.
Create Reports
Create any GUIDEcx reports you need in Salesforce so you can get the data you need. However, GUIDEcx has its own advanced reporting system.Â
GUIDEcx Project View
See a clear view of all your onboarding projects in one space. This view shows the project name, link to the project, forecasting and expected end date and current status. All of the data points are customizable.
GUIDEcx Reports
Create custom reports for all GUIDEcx projects within Gainsight, as long as the data is available in the GUIDEcx project object.Â
Create Reports
Create any GUIDEcx reports you need in Salesforce so you can get the data you need. However, GUIDEcx has its own advanced reporting system.Â
GUIDEcx Health Score
Having an accurate assessment of the health of all of your projects makes it much easier for your project managers to flag potential issues before they become a big problem. The GUIDEcx onboarding score provides you with a clear look at how all your projects are tracking so you never have any questions about status.
GUIDEcx CTAs
If there are any issues that are flagged by our health score, GUIDEcx will recommend CTAs to help mitigate risk factors and get your projects back on track. GUIDEcx aligns with the exception-based management approach advocated by Gainsight that surfaces alerts and actions to customer success managers to streamline how they work.Â
We Know How to Guide You Through a Successful Customer Onboarding Experience, but Don’t Just Take Our Word For it – See Why Our Customers Love GUIDEcx!
– Marie F.
Interested in Partnering with GUIDEcx?
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