GUIDEcx and Gainsight Integration

This partnership allows you to leverage the power of Gainsight – the leading customer success tool – and GUIDEcx – the best-in-class customer onboarding solution – to streamline the complete customer journey, communicate across teams and automate the process of gauging/managing risk.

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!

Benefits of the GUIDEcx and Gainsight Integration

As a certified integrated partner with Gainsight, we provide insights into your projects’ health 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.

  • 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

Good Onboarding Drives Long-Term Retention

An old adage states that 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.

GUIDEcx & Gainsight Integration Features

GUIDEcx Project View

The GUIDEcx Project View lets you look at all your onboarding projects in Gainsight C360, including project name(s), active links to projects, forecasted and expected end dates and status. Data fields are customizable to anything available through the GUIDEcx API.

Create custom reports for all GUIDEcx projects within Gainsight as long as the data is available in the GUIDEcx project object. 

GUIDEcx Reports

GUIDEcx Health Score

Receive a standard onboarding score for projects based on forecasts compared to expectations. Leverage your GUIDEcx Health Score as a factor when calculating your Gainsight customer health score for a more holistic view. GUIDEcx health score can be adapted to meet company-specific requirements.

If any issues are flagged by our health score, GUIDEcx will recommend CTAs to help mitigate risk factors and get your projects back on track. Aligns with the exception-based management approach advocated by Gainsight that surfaces alerts and actions to customer success managers to streamline how they work. 


We Know How to Guide You Through a Successful Customer Onboarding Experience.

Interested in Partnering with GUIDEcx?

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We are always looking to partner with our capable and innovative technologies. Contact us today to learn more about having your software integrated with GUIDEcx.

Powerful, Purposeful, Seamless Integrations

Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.

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Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our industry-leading customer onboarding solution is supported by our unparalleled professional resources and unwavering commitment to excellence.