SUBJECTS
Business Wire: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”
"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 to further...
Global Banking and Finance: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”
"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 customer...
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?
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...
Why (and How) You Should Be Managing Client Expectations During Onboarding
At the beginning of any relationship, both sides have high expectations. That is true for many clients and SaaS companies as a sales team signs a contract and passes a client along to begin the onboarding process. On the client-side, expectations are high that the...
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...
Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction
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...
Improve Client Onboarding Success by Managing Expectations During Onboarding
Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
Business Wire: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”
"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 to further...
Global Banking and Finance: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”
"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 customer...
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?
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...
Why (and How) You Should Be Managing Client Expectations During Onboarding
At the beginning of any relationship, both sides have high expectations. That is true for many clients and SaaS companies as a sales team signs a contract and passes a client along to begin the onboarding process. On the client-side, expectations are high that the...
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...
Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction
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...
Improve Client Onboarding Success by Managing Expectations During Onboarding
Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
Are You Missing This Critical Client Satisfaction Metric in Your Onboarding?
In the customer onboarding process, there are a lot of things you can and should track, and many of them are very important—for example, how long it takes to complete certain tasks, and how often you meet your onboarding deadlines. There is one thing that companies...
Silicon Slopes: “Are Investors Accelerating Strategic Momentum? Here’s How to Be Ready”
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 the...
Business Wire: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”
"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 to further...
Global Banking and Finance: “GuideCX®, Customer-Centric Project Management Leader, Raises $10M in Series A Funding”
"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 customer...
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?
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
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...
Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction
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...
Improve Client Onboarding Success by Managing Expectations During Onboarding
Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
Success in the User Journey: Sales, Onboarding, Adoption, Lagging (Part 2)
In part one of this blog post, we covered the importance of the sales and onboarding processes in creating successful user journeys, and eventually loyal clients. Now we’ll cover two more critical parts of the journey: adoption and lagging. Adoption The goal of...
Success in the User Journey: Sales, Onboarding, Adoption, Lagging (Part 1)
We hear a lot about a customer’s journey to get to the point of making a purchase or signing a contract for your product. Companies spend a lot of time and money streamlining the funnel to find customers and attract new business, but perhaps an even more important...
Why Client Relationships Should Be Your First Priority During Onboarding
Many companies focus a lot of time, energy, and resources on attracting new customers. After all, new customers are the lifeblood of a business, right? Well, sort of. While it’s important to bring in new customers in order to keep growing, focusing too much effort on...
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
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
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...
Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction
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...
Improve Client Onboarding Success by Managing Expectations During Onboarding
Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
Success in the User Journey: Sales, Onboarding, Adoption, Lagging (Part 2)
In part one of this blog post, we covered the importance of the sales and onboarding processes in creating successful user journeys, and eventually loyal clients. Now we’ll cover two more critical parts of the journey: adoption and lagging. Adoption The goal of...
Success in the User Journey: Sales, Onboarding, Adoption, Lagging (Part 1)
We hear a lot about a customer’s journey to get to the point of making a purchase or signing a contract for your product. Companies spend a lot of time and money streamlining the funnel to find customers and attract new business, but perhaps an even more important...
Why Client Relationships Should Be Your First Priority During Onboarding
Many companies focus a lot of time, energy, and resources on attracting new customers. After all, new customers are the lifeblood of a business, right? Well, sort of. While it’s important to bring in new customers in order to keep growing, focusing too much effort on...
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
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?
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...
Why (and How) You Should Be Managing Client Expectations During Onboarding
At the beginning of any relationship, both sides have high expectations. That is true for many clients and SaaS companies as a sales team signs a contract and passes a client along to begin the onboarding process. On the client-side, expectations are high that the...
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...
Key Reasons Onboarding Software is Essential to Business Continuity and Client Satisfaction
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...
Improve Client Onboarding Success by Managing Expectations During Onboarding
Most companies have experienced a situation where they delivered exactly what the customer needed, but in the end, the client was still unhappy with the outcome and dissatisfied with the process. Usually, it’s because the client had certain expectations about what...
Success in the User Journey: Sales, Onboarding, Adoption, Lagging (Part 2)
In part one of this blog post, we covered the importance of the sales and onboarding processes in creating successful user journeys, and eventually loyal clients. Now we’ll cover two more critical parts of the journey: adoption and lagging. Adoption The goal of...
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