Optimize Engagement and Help Teams Focus on What Matters Most
See how GUIDEcx helps guide your customers’ onboarding experience.
Engagement makes all the difference
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How Does It Work?
Successful customer onboarding is critical to long-term customer retention and growth. Many teams have come to rely on classic project management systems and approaches to manage onboarding efforts. These products focus on optimizing internal team efficiency but fail to acknowledge or provide experiences to successfully engage the most important group in the onboarding experience – the customer. This results in continued concerns with onboarding effectiveness, frustrations from customers, and, ultimately, churn.
GUIDEcx differs from legacy approaches by focusing on the customer user and experiences to help engage them in successful onboarding.
Engagement
Simplify the experience for your customers
Make it as easy as possible for internal, customer, and third-party users to engage well with one another how, when, and where they want using experiences they understand. Compass provides your customers with a purpose-built, white-labeled web and mobile experience that makes what is needed for success clear. Users are not required to set up an account and can instead access the portal through secure Magic Links.
Email Updates
Meet Your Customers where They Are
Actionable emails allow your customers to manage tasks, provide updates, change status, and coordinate with your team, all from their inbox.
Program Management
Manage the Customer, Not Just the Project
Manage all the projects that you’ve worked on, or are working on, for any given customer in one place. Identify trends in satisfaction and delivery to keep focused on the long-term customer journey.
Project Management
Stay Aligned and Organized On Delivering Success
Leverage project and task management tools and experiences to easily coordinate efforts, manage milestones and tasks, and track progress. Provide your project managers with the views that best meet their needs – List, Plan, or Gantt. Establish dependencies, level of effort required, due dates, and sign-offs to ensure expectations are met so that projects stay on track.
Professional Services Automation
Optimize Your Resource Efficiency and Cost
Leverage time tracking and resource management capabilities to identify team member utilization, efficiently assign resources that have capacity, and record time spent delivering project tasks. Leverage time entry data to optimize future task estimates, analyze project costing, and feed service invoicing.
Users
Seamlessly Collaborate With Internal Teams, Customers, And Third Parties
Bring everyone together to help achieve your common goal. Assign tasks into internal users, customer users, and third party users with the appropriate scope and visibility. Mark tasks and notes as internal or public to protect proprietary information. Clearly define roles and responsibilities with custom roles, and utilize the team builder experience to ensure the right people are involved to help deliver success.
Data
Continuously Improve Your Onboarding
Leverage the data captured during onboarding to keep your teams and customers informed and identify opportunities for improvement in current and future projects. Utilize the forecasted end date to manage customer expectations and ensure a clean hand-off to internal customer success teams. Tailor your processes through advanced reporting to optimize experience and efficiency.
Automation
Let the projects run themselves
Define the process automation and flow that best delivers success across your onboarding projects. Automatically launch a new onboarding project when a deal goes closed won, and relax as update, assignment, and reminder emails are automatically sent to internal team members and customer stakeholders.
Integration
Work with your existing systems and processes
Leverage pre-built integrations like Salesforce, Gainsight, Zendesk, NetSuite, Slack, and Google Forms to align directly with your sales, customer success, and operational workflows. Extend integrations further with Recipe Builder, an in-product iPaaS solution. Choose the system you’d like to get data from, and/or send data to, and define the workflow for timing, processing, and updates.
Why GUIDEcx?
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.
