The best salespeople pass along key deal data to onboarding teams by doing this...🎥 The handoff from Sales to Onboarding is crucial. A poor handoff can lead to churn. Efficient teams have their CRM configured to make it easy for Sales to capture key data and pass it downstream. Watch the full webinar, "Nailing Customer Lifecycle Transitions: Part 2" with Jeff Kushmerek, to learn more strategies to successfully move customers from sales, to onboarding, to long-term success. ➡ https://bit.ly/3Wv1k1i
About us
GUIDEcx is a client onboarding and implementation platform that keeps your clients at the center of every project by providing complete visibility into setup progress. • Invite everyone to the project—internal resources, customer teams, and third-party vendors. • Guide each step and stay on track with automated tasks, reminders, and updates. • Engage teams by enabling them to interact with the project in the way they prefer. They can complete tasks, view status, send updates, make notes, and more —through the portal, email, or mobile app. GUIDEcx helps you deliver projects faster with fewer issues and accelerate time to value for your customers. We help people work better together.
- Website
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https://www.guidecx.com/
External link for GUIDEcx
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Lehi, Utah
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Customer Onboarding, Client Onboarding, Project Management, Software Implementation, Customer Success, and Customer Experience
Products
GUIDEcx
Project Management Software
Our team leverages years of experience as the leader in customer onboarding to deliver a solution that keeps your customer at the center of every project, drastically reduces onboarding time, improves net revenue retention, and accelerates time to value. Invite internal and external teams to projects. Guide customers through onboarding and keep on track with automated tasks, reminders, and updates. Engage with customers in the way they prefer, and utilize advanced templates, projects, CSAT, and time-tracking reporting to optimize your onboarding process. With over 250,000 successful customer onboarding projects completed, GUIDEcx helps people work better together.
Locations
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Primary
3451 Triumph Blvd
Lehi, Utah 84043, US
Employees at GUIDEcx
Updates
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Make onboarding a profit center. 📈 Are you charging for onboarding as a part of your sales pricing? 💵 How much should you charge? If you aren't charging for onboarding, what's holding you back? Join us for a webinar on 🗓️ July 23 at 12:30 PM ET to unpack this hot topic with Martin Evans, Head of Data & Analytics at Enerflo. He'll share how he was able to add over $500k in new revenue from onboarding! Register here ➡️ https://bit.ly/3WcgV5U
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📣 Webinar alert: Jeff Kushmerek is back by popular demand! On July 16 at 12:30 pm ET, Jeff will join Dave Thompson for a webinar exploring key transitions in the second half of the customer lifecycle. Key Discussion Points: ✅ How to successfully transition post-implementation to Customer Success 🔄 Additional customer lifecycle transition points to consider and plan for 📈 Tips to mature your implementation process Register here: https://bit.ly/4cq2IrI
Register for Webinar: Nailing Customer Lifecycle Transitions Part 2
guidecx.zoom.us
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Introducing GUIDEcx BI: your AI-powered analytics platform 📊 Edit layouts and create cards in your own analytics environment. Drag & drop from hundreds of charts in our library, or define totally new visualizations from scratch in seconds. Our AI assistant intelligently guides you through your data analysis with natural-language conversation, contextualized insights, and meaningful visualizations to help answer key business questions. #AI #BusinessIntelligence #Reporting #TheGUIDEcxAdvantage
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Our first Lunch & Learn in a series focused on customer journey mapping was a success! ✨ Thanks to all who joined us at the GUIDEcx office to discuss strategies for earlier CS involvement in the consideration & conversion stages. ❓Why does early CS involvement matter? It leads to improved customer outcomes, reduced time to value, consistency in the customer lifecycle, and increased expansion opportunities. Key Takeaways: ▶ Make your customer journey map customer facing. Train your Sales team on how to present it during the sales cycle. ▶ Involve your customer facing team pre-signature. Have them share success stories of similar customers and collect desired outcomes from the prospect. #CustomerJourneyMapping #CustomerSuccess #CustomerExperience
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Yesterday, Rob Zambito and Dave Thompson hosted a webinar exploring key fundamentals of customer expansion and strategies to turn CSMs into expansion rockstars! 🌟 You can now watch the webinar on-demand. 🎥 ⬇️ Key Topics: ▶ Making the case on who should own expansion ▶ Preparing CSMs to sell ▶ Talk tracks to be successful + objection handling #CustomerSuccess #CustomerExpansion https://bit.ly/3W0ECha
Turning CSMs Into Expansion Rockstars
https://www.youtube.com/
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We are excited to see you at our Lunch & Learn this Thursday! 🍽️ Genevieve Easterling and Harris Clarke will be leading a discussion on customer journey mapping and the importance of early customer success involvement for long-term retention. ➡ RSVP here: https://bit.ly/3KE0CIl Where: 3451 Triumph Blvd # 400, Lehi, UT 84043 When: June 27, 12-1 pm
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👋Peter Ord joined Kevin Metzger and Roman Trebon on the latest episode of the Customer Success Playlist podcast! This episode delves into the world of customer onboarding and implementation, exploring how GUIDEcx is revolutionizing the way companies engage and support customers during onboarding. The three discuss the importance of transparency, communication, and technology in creating an exceptional onboarding experience. Tune in to learn about: ▪️The challenges of customer onboarding ▪️The significance of effective communication ▪️How technology can enhance the onboarding process ▪️Tips for improving customer satisfaction and loyalty Listen here ➡️ https://lnkd.in/eYyG_raZ #CustomerSuccess #CustomerOnboarding #CustomerExperience #CustomerSuccessPlaybook #OnboardingStrategies #TechnologyInOnboarding
Customer Success Playbook Podcast Season 2 Episode 20 - From Chaos to Clarity: The GuideCX Way- Peter Ord - The Customer Success Playbook
buzzsprout.com
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Want to learn how involving Customer Success early during the "Consideration" stage can help close more deals + boost long-term retention? Join our Lunch & Learn on June 27, from 12-1 pm at the GUIDEcx office in Lehi! 🍽️ ➡ RSVP here: https://bit.ly/3KE0CIl 🗣️ Key Discussion Points: · Importance of early customer success engagement · Strategies for integration · Overcoming challenges & real-world success stories
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📣 Webinar Alert: "Turning CSMs Into Expansion Rockstars". Mark your calendars for Tuesday, June 25 at 12:30pm ET. 🗓️ Rob Zambito, Founder & CEO of Scaled Success, will join Dave Thompson to explore key fundamentals of customer expansion. This webinar will cover: ✅ Making the case on who should own expansion ✅ Preparing CSMs to sell ✅ Talk tracks to be successful Register here: https://bit.ly/3RlLK5e
Webinar: Turning CSMs Into Expansion Rockstars
guidecx.zoom.us