At GUIDEcx, we understand the importance of a seamless customer onboarding process in driving sales success. Discussing the onboarding process should be part of every sales cycle and a selling point, not something to shy away from. Our industry-leading customer onboarding software is designed to make it easy for sales teams to quickly and convincingly demonstrate how well taken care of their prospective customers will be after the contract signature.
Sales teams work tirelessly to bring new business through the door, but once a contract is signed, they have limited visibility into the onboarding experience for each customer. GUIDEcx makes it as easy for sales teams to track the progress of their customers as it is for them to track a package shipped by FedEx or Amazon. Gone are the days of customer escalations to your sales teams with difficult-to-answer questions about where things stand. GUIDEcx has you covered and will keep everyone on the same page because the sales team and the customer are invited to the same project in GUIDEcx, where the onboarding team takes care of them.
Sales Team Roles We Help Guide In Customer Onboarding
Sales Operations
Sales operations roles are responsible for ensuring sales efficiency and effectiveness. They handle tasks like generating reports, managing the sales tech stack, and supporting the broader sales team.
Sales Team Leader
Sales team leaders are critical in guiding and managing the sales team. They are responsible for setting targets, motivating the team, and ensuring the achievement of sales goals.
Inbound Sales Representative
Inbound sales representatives interact with potential customers who have expressed interest in the company’s products or services.
Account Executives (AE)
Account executives are responsible for closing deals and managing customer accounts.
GUIDEcx Customer Onboarding Features For Sales Teams
Streamlined Onboarding Process
Our purpose-built customer onboarding software provides a centralized platform for organizing and tracking the onboarding journey. Say goodbye to tedious spreadsheets and hello to efficient and easy-to-track onboarding processes.
Increased Efficiency
With GUIDEcx, your sales team can automate everyday onboarding activities, ensuring consistent and timely client onboarding. Spend less time following up and more time focusing on value-added tasks.
Enhanced Accountability
Struggling to hold customers accountable during implementation? GUIDEcx empowers sales teams to set clear expectations, assign tasks, and automate reminders, ensuring clients stay on track and complete necessary actions.
Challenges We Solve For Sales Teams
Empowering Sales Teams with Streamlined Solutions: GUIDEcx.com tackles complex customer onboarding and project management hurdles, driving efficiency and success.
Reduced Onboarding Time
GUIDEcx enables a 49% reduction in onboarding time, allowing sales teams to quickly onboard clients and move them towards product adoption and success.
Increased Project Manager Capacity
With GUIDEcx, sales teams can experience a four-fold increase in project manager capacity, enabling them to handle more projects and scale their operations effectively.
Improved Client Engagement
We foster engagement by providing a shared workspace environment branded to your company, where customers can collaborate, access project information, and stay informed throughout onboarding.
Don’t Take Our Word For It. Hear From Our Customers
Powerful, Purposeful, Seamless Integrations
GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.
GUIDEcx is Leading the Client Onboarding Software Category
Our customers love us for our customer service and how we enable our users to engage their customers. See how we specialize in customer onboarding, task management, workflow management, and project management.
We GUIDE The World’s Leading Brands:
Over 300,000 projects completed on GUIDEcx.
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.
