We Work, Where You Work
Build confidence with your new customers
Provide your customer with the best first impression by streamlining the hand-off between your sales process and onboarding. Automatically kick off a project that includes the key players, services purchased, and essential data that will keep your implementation teams informed. As the project progresses, keep your sales teams informed on the status, milestones, and opportunities for growth.
Start your customer journey on the right foot.
Retain and grow your customers with visibility for customer success managers (CSMs) and a clean hand-off to post-onboarding activities. Continue to collaborate between teams for critical growth and account health efforts.
Keep your onboarding and billing aligned.
Launch projects based on financial system criteria and share completion information with the finance system in order to initiate billing and revenue recognition.
Coordinate onboarding and support efforts.
Align onboarding and support teams during the implementation phase of your customer journey to keep your teams coordinated and customers happy.
Extend and innovate your onboarding.
Interested in Partnering with GUIDEcx?
Talk With a Guide Today
Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.