GUIDEcx and Salesforce Integration
Keep GUIDEcx and Salesforce synced with the Salesforce integration so nothing slips through the cracks.
See How It’s Done!
Benefits of the GUIDEcx & Salesforce Integration
Automatically begin the onboarding process when you get a new client.
When a deal is marked “Closed Won” in Salesforce, you can automatically start a GUIDEcx project with all the right people.
Salesforce can pull data from GUIDEcx and create a detailed report for you.
Use this integration with Zapier to get the best results!
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 & Salesforce Integration Features
Create any GUIDEcx reports you need in Salesforce so you can get the data you need. However, GUIDEcx has its own advanced reporting system.
Example Project Sync
If you have active projects in GUIDEcx before you connect your Salesforce account, you can tie those projects to the “Closed-Won” opportunities.
We Know How to Guide You Through a Successful Customer Onboarding Experience
“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.”
– Marie F.
Interested in Partnering with GUIDEcx?
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 our prepackaged solutions or configure a package for your company. Learn how to be up and running in days and benefit from unbeatable performance and customer satisfaction.
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