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

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

"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 Prelude,...

We’re Done with Onboarding…Now What?

We’re Done with Onboarding…Now What?

Customer success for new SaaS clients starts long before they actually begin using your software. Your sales team lays the groundwork by building a relationship and explaining how your software can provide solutions for their most pressing problems. Then it’s up to an...

Successful Transitions from Sales to Onboarding: What it Looks Like

Successful Transitions from Sales to Onboarding: What it Looks Like

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...

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

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

"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 Prelude,...

We’re Done with Onboarding…Now What?

We’re Done with Onboarding…Now What?

Customer success for new SaaS clients starts long before they actually begin using your software. Your sales team lays the groundwork by building a relationship and explaining how your software can provide solutions for their most pressing problems. Then it’s up to an...

Successful Transitions from Sales to Onboarding: What it Looks Like

Successful Transitions from Sales to Onboarding: What it Looks Like

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...

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

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

"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 Prelude,...

We’re Done with Onboarding…Now What?

We’re Done with Onboarding…Now What?

Customer success for new SaaS clients starts long before they actually begin using your software. Your sales team lays the groundwork by building a relationship and explaining how your software can provide solutions for their most pressing problems. Then it’s up to an...

Successful Transitions from Sales to Onboarding: What it Looks Like

Successful Transitions from Sales to Onboarding: What it Looks Like

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...

After the Sale: Key First Steps for Onboarding

After the Sale: Key First Steps for Onboarding

As the ink is drying on that new contract, your sales team is preparing to hand over a new client to the onboarding team. This is actually one of the most important transitions in the entire process, and unfortunately, it’s also a time when many companies drop the...

Signs Your Current Onboarding Process is Failing

Signs Your Current Onboarding Process is Failing

Customer onboarding is one of the most critical, but also one of the most often overlooked, aspects of success. If you’re not tracking and addressing problems in the onboarding process you could be experiencing high levels of churn (clients leaving right away or as...

Successful Transitions from Sales to Onboarding: What it Looks Like

Successful Transitions from Sales to Onboarding: What it Looks Like

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...

After the Sale: Key First Steps for Onboarding

After the Sale: Key First Steps for Onboarding

As the ink is drying on that new contract, your sales team is preparing to hand over a new client to the onboarding team. This is actually one of the most important transitions in the entire process, and unfortunately, it’s also a time when many companies drop the...

Signs Your Current Onboarding Process is Failing

Signs Your Current Onboarding Process is Failing

Customer onboarding is one of the most critical, but also one of the most often overlooked, aspects of success. If you’re not tracking and addressing problems in the onboarding process you could be experiencing high levels of churn (clients leaving right away or as...

We’re Done with Onboarding…Now What?

We’re Done with Onboarding…Now What?

Customer success for new SaaS clients starts long before they actually begin using your software. Your sales team lays the groundwork by building a relationship and explaining how your software can provide solutions for their most pressing problems. Then it’s up to an...

Successful Transitions from Sales to Onboarding: What it Looks Like

Successful Transitions from Sales to Onboarding: What it Looks Like

There’s a lot of information out there focusing on the sale. You need to attract new clients, but once you close a deal that’s actually not the end of the road—it’s just the beginning. What you do next will determine whether you set the client up for success in the...

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