AgriSync Builds Custom Templates and Streamlines Customer Support



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AgriSync is a customer service platform designed to help agricultural businesses and equipment dealers with ticketing and remote support, allowing them to streamline the way they collaborate internally. The AgriSync team believes that the human piece is essential to the success of modern agribusiness, working with their clients to ensure that it has its greatest impact. 


Lengthy and Expensive Processes

When AgriSync began growing and bringing on more customers than ever, they soon realized they needed more onboarding support to help create the best client experience possible and allocate their resources well. Initially, their onboarding and implementation processes would require at least two to three months of highly involved service for each customer, meaning their sales team worked directly with each customer to ensure they completely understood their platform. 

With so much white glove service expected for every new client, AgriSync spent more time on each implementation than what was optimal from a resourcing perspective. That’s why, when it came to time to look for onboarding software, their main goal was to facilitate a more hands-off process. With custom templates and full transparency from GUIDEcx, they could do just that.


Accessing Custom-Built, Tailored Templates and Intuitive Support

GUIDEcx has offered more than an excellent onboarding experience for every AgriSync customer. The platform has also allowed the team to reassess their processes and create tailored templates—without the extensive personal support, they were spending time on before. These project templates have enabled the AgriSync team to step back and customize their onboarding approach with each customer. GUIDEcx’s custom templates are designed to help with project management and streamline the client onboarding process by providing the exact capabilities each partner needs. For AgriSync, that meant having all tasks entered into the templates while having the ability to customize for each client. Creating a few templates for different types of customers or features ensured the customer a great ROI after onboarding using the project tasks to set up their accounts correctly.  

Now, with GUIDEcx, every client can go through onboarding without AgriSync’s immediate, ongoing support. And best of all, AgriSync hasn’t compromised on any of the white glove services that the team provided before. According to Cheri Klussendorf at AgriSync, “Some customers need hand-holding. With GUIDEcx, we don’t have to disrupt our processes to help them. On the platform, each task is a specific feature; you can still offer white glove service, and scheduling meetings only involves the click of a button.”

“Some customers need hand holding. With GUIDEcx, we don’t have to disrupt our processes to help them. On the platform, each task is a specific feature, you can still offer white glove service, and scheduling meetings only involves the click of a button.”



Continuously Ensuring Every Customer Has an Excellent Experience

By partnering with GUIDEcx and taking advantage of their custom templates, AgriSync has ensured that every customer loves working with them and benefits from their onboarding experience. Since implementing GUIDEcx, the team has onboarded around 30 customers, all of whom have gone through the process at their own pace and learned to use AgriSync more efficiently. This independence and visibility have meant that clients have taken the driver’s seat and driven their own understanding of their investment.

The new templates are also intuitive and easy to understand, enabling clients to visualize exactly what they need to do to be successful. They have the complete ability to go through it when it’s best for them. AgriSync has seen a significant improvement in the adaptation of their platform: Clients are more likely to not only start the process but also come back to it and finish it. Every collaborator who wants access to the templates and onboarding process has it—at no additional cost.

“Everything is so much easier with GUIDEcx. Originally, it was hard to get in the swing of the different scenarios we had to support with our customers,” said Klussendorf. “Now, we have GUIDEcx to work with us on anything we need support with, whether it’s branding or creating a wonderful customer experience.”

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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.