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.
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
Help Your Sales and Onboarding Teams Work Better Together
Interested in Partnering with GUIDEcx?
Powerful, Purposeful, Seamless Integrations
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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 unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.