Retention Starts in Onboarding
Give your team the tools to enhance customer experience and fully recognize customer lifetime value with GUIDEcx.
The Customer Journey
Once a deal closes, the timer starts. How quickly can new customers move through onboarding and begin to recognize the value of a purchased product? Lofty expectations have been set during the sales cycle, and too often, visibility and accountability are lost in the handoff to success teams. This results in the “trough of disillusionment” and major churn during onboarding. GUIDEcx is purpose-built to bridge the gap between sales and success teams. Immediately engage new customers once a deal closes, provide unrivaled visibility into project progress, speed up time to first value, and deliver a customer experience that matches expectations.
Optimize for Customer Engagement with GUIDEcx
The closer you are to your customers, the higher the likelihood of success and long-term retention.
| GUIDEcx | |
|---|---|
| Persona-based project experience Subscribe external participants to different views depending on their role to boost engagement and improve project outcomes. | X |
| Customer engagement portal Cut the noise of traditional project management tools. Customers can view upcoming deadlines and complete tasks from a personalized customer dashboard (no login required). | X |
| Automated emails from your domain Send task assignments, reminders, and project status emails from your domain, improving email open rates and deliverability. | X |
| Seamless sales to success handoffs Integrate GUIDEcx with your CRM to engage customers as soon as a deal closes. Automatically spin up a new onboarding project, invite team members, and populate based on purchase. | X |
Don’t Take Our Word For It. Hear From Our Customers
ENGAGEMENT
Deliver lasting success with intuitive engagement
Help your teams and customers work better together with a frictionless experience focused on achieving your mutual onboarding goals. Solid onboarding creates a foundation for long-term retention and growth.
EFFICIENCY
Optimize your onboarding investment
Make the most of your most valuable resources – your team. Provide them with the tools, insights, and automation that allow them to deliver a stellar experience efficiently.
VISIBILITY
Build trust for on-time completion
Give customers and stakeholders visibility into onboarding progress. Role-based views keep teams accountable and projects on track.
INTEGRATIONS
Align onboarding with how you work best
Integrate with the systems and processes your organization uses to deliver success. Optimize and automate the customer journey, and align seamlessly with other teams across your organization.
We GUIDE The World’s Leading Brands:
Over 300,000 projects completed on GUIDEcx.
Is GUIDEcx right for you? Do you…
| Struggle to onboard customers or complete implementations on time? |
| Experience customer disillusionment resulting in deal clawbacks or customer churn? |
| Want to speed up time to value so customers get to that “aha moment” sooner? |
| Lack accountability and spend time chasing customers to keep projects in motion? |
| Have customers, stakeholders, or cross-functional teams that want more visibility into onboarding? |
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.
