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GuideCX- Features, Pricing & Deals

GUIDEcx is a robust client onboarding and implementation software tailored to streamline and enhance the customer onboarding process. Renowned for its user-centric design, GUIDEcx excels in fostering collaboration and engagement through email, SMS, and login-less portals, ensuring a seamless experience for customers. With advanced project management tools, like customizable templates and precise forecasting capabilities, teams can efficiently manage multiple projects simultaneously.

GUIDEcx leverages AI-driven analytics to optimize Professional Services Automation (PSA) resources and reduce Time-to-Value (TTV), delivering faster results for clients. The platform's role-based views enhance visibility and accountability, while its integration capabilities with over 1,000 applications simplify data exchange and automate workflows. This results in a significant reduction in onboarding timeβ€”up to 49%β€”and a notable increase in project manager capacity up to four times, while diminishing the need for frequent onboarding meetings by 86%.

In addition to its powerful features, GUIDEcx provides valuable resources such as detailed onboarding checklists, templates, and comprehensive guides to bolster the onboarding process. The company, founded by Peter Ord in 2017 and based in the Salt Lake City Metropolitan Area, has already successfully completed over 300,000 projects for leading global brands.

While pricing details are not explicitly listed on their website, GUIDEcx encourages potential users to "Book a Demo" or "Talk with a Guide Today" to explore personalized solutions and obtain pricing information. With its transparent and collaborative approach, GUIDEcx aims to create a customer onboarding experience that rivals the best in the industry, fostering strong customer loyalty through efficient implementation efforts.

Features

  • Customer Engagement: GUIDEcx allows for collaboration with customers through email, SMS, and login-less portals. This ensures that customers are actively engaged throughout the onboarding process without the need for complex login procedures.
  • Project Management: The platform offers project templates to help manage onboarding projects efficiently. These templates can be customized to fit specific project needs, enabling teams to forecast project completion and scale their capacity. GUIDEcx helps in forecasting project completion and scaling the team's capacity, which is crucial for managing multiple projects simultaneously.
  • AI-Driven Onboarding: The platform uses AI to reduce Time-to-Value (TTV) and optimize Professional Services Automation (PSA) resources. This helps in delivering value to customers sooner and improving overall efficiency.
  • Visibility and Accountability: GUIDEcx provides role-based views that give customers and stakeholders visibility into onboarding progress. This keeps teams accountable and ensures projects stay on track.
  • Integrations: The platform integrates with over 1,000 applications, allowing for seamless automation and data exchange. This simplifies project management by connecting existing tools and systems, reducing manual efforts.
  • Reduction in Onboarding Time: GUIDEcx has been shown to reduce onboarding time by 49%.
  • Increase in Project Manager Capacity: The platform can increase project manager capacity by 4 times.
  • Fewer Onboarding Meetings: GUIDEcx reduces the number of onboarding meetings by 86%.
  • On-Time Delivery Rate: When 5+ users are invited, the on-time delivery rate is 90%.
  • Additional Resources and Tools: GUIDEcx offers a Customer Onboarding Checklist & Template Kit to help streamline the onboarding process, ensuring that nothing falls through the cracks. It also provides the Ultimate Guide to Customer Onboarding to help companies create an efficient onboarding process, along with blog content highlighting common onboarding mistakes and best practices.
  • Company Overview: GUIDEcx was founded in 2017 by Peter Ord, who is also the CEO. The company is headquartered in the Salt Lake City Metropolitan Area and has completed over 300,000 projects, serving some of the world’s leading brands.
  • Core Philosophy: The core philosophy of GUIDEcx is to create a transparent and collaborative customer onboarding experience, similar to the consumer experience provided by companies like Amazon. This approach aims to build fierce customer loyalty through streamlined implementation efforts.

Pricing

  • GUIDEcx does not provide explicit pricing details on their website. Interested customers are encouraged to "Book a Demo" or "Talk with a Guide Today" to obtain pricing information and learn more about how GUIDEcx can enhance their customer onboarding process.
  • Pricing information is typically available upon inquiry, and potential customers can request a quote directly through the GUIDEcx website.
  • GUIDEcx focuses on personalized pricing, potentially offering different plans and rates based on the specific needs and requirements of each client. Therefore, contacting their sales team will provide the most accurate and relevant pricing details.
  • Additional features, discounts, and customized plans might be available for larger organizations or those with special requirements, highlighting the importance of a personalized consultation to determine the best fit.
Last Updated
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September 3, 2024 12:23

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