GUIDEcx has unified our onboarding process through templates, giving every customer a consistent experience - while still allowing us to adjust the roadmap as needed. Our Project Managers now have one place to manage all projects, and the Salesforce integration lets us proactively raise Risk Cases before issues escalate. Customer communication is more streamlined, and we love that the platform pus accountability on the customers - making it clear that their participation directly impacts project success. Highly recommended for any team looking to standardize and scale their onboarding.

What I like most about GuideCX is that it creates a unified “single source of truth” for both our internal team and the customer. Before, onboarding was a mess of spreadsheets and emails buried in inboxes. Now, the platform keeps everyone across our different teams aligned and working from the same information. It also lets management open any project and quickly see the current status without having to track down or speak with the people doing the work.

Guide CX is providing our Onboarding Team a streamlined process with the integrations to other project tools that our organization utilizes. Guide CX also will provide the a organized customer view of the status and dependencies of what is next in line on the to do list. Guide CX staff has been excellent in walking our team through the implementation of the software.