Salesforce Integration

Immediately Engage Customers

When a deal is marked “Closed Won” in Salesforce, the GUIDEcx Salesforce integration will automatically launch a project with all the right people.

As the project progresses, GUIDEcx data is automatically fed into Salesforce for transparency, communication, and coordination between the pre-sales and post-sales teams.

With onboarding optimized, your growth teams can quickly identify new customers that are happy and ready to grow.

Onboarding You Can Trust

An 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.

Make the most of your investment by providing new customers with an engaging and secure onboarding experience.

GUIDEcx is proud to be listed on the Salesforce AppExchange, a process that requires a comprehensive security review to ensure an application meets the highest-level security standard.

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screenshot of salesforce integration

Work Where Your Teams Work Best

The Salesforce integration allows your sales teams to continue working out of Salesforce, now with access to key onboarding data on the deal pages where they spend time.

Adapt this integration with Recipe Builder to meet your organization’s specific needs.

Salesforce Integration Benefits

Streamline Handoffs

Intelligently automate the sales to onboarding handoff to engage customers sooner.

Create a live onboarding project automatically once a deal is marked closed-won (or other custom triggers). Unlock full flexibility with the GUIDEcx Recipe Builder to pull details from any Salesforce object, record, or field.

Eliminate Silos

Push data back into Salesforce, keeping it as the system of record.

Internal teams can quickly reference all project details on the opportunity pages where they already spend time. Build custom reporting in Salesforce using GUIDEcx data!

Salesforce AppExchange

Trust and control your team can count on.

Have confidence in the security and quality of the managed package – GUIDEcx is proud to be listed on the Salesforce AppExchange!

Help Your Sales and Onboarding Teams Work Better Together

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“… Their salesforce integration is top-notch and helps us feed all of the important data points we need for broader organizational visibility. Our workload and new project assignment is more mature than ever before. Not all projects are the same size and they aren’t all at the same stage. Be fair to your team and don’t overwhelm them unintentionally. We use aggregate open hours per implementation consultant as a way to manage workload and project assignment now instead of just project counts…”
Chad E.
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“I am a Salesforce admin and had built similar things in the past but it doesn’t come close to what GUIDEcx offers. This is a great product for tracking projects/milestones. The visuals that come with the software are very easy to follow and very user-friendly.”
Maria F.

Interested in Partnering with GUIDEcx?

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Powerful, Purposeful, Seamless Integrations

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.

Salesforce + GUIDEcx Integration FAQs

The data GUIDEcx shares with Salesforce is available within custom objects and for report-building and analysis using Salesforce’s report-building capabilities.

Salesforce can utilize GUIDEcx data in opportunities, at the account level, or anywhere it is needed to streamline the conversation between your Sales and Onboarding teams.

The integration includes a baseline package of objects that are used to pass data back and forth between GUIDEcx and Salesforce. Using Recipe Builder, the integration can be extended to meet your specific needs, including working with other Salesforce objects or even other applications that are a key part of your integration flows.

You can use custom fields at the project level can be leveraged to easily align GUIDEcx projects with Salesforce opportunities for easy mapping, tracking, and reporting.