GUIDEcx

What is GUIDEcx?

GUIDEcx is a client onboarding platform that provides businesses with a white-labeled, custom onboarding and implementation experience. It creates visibility, accountability, and real-time updates throughout the delivery of a product or service. With over 300,000 successful onboarding projects completed, GUIDEcx leverages its expertise to deliver consistent and efficient customer onboarding experiences. Its process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. The platform seamlessly integrates with existing CRM systems, offering custom templates, role-specific customer views, purpose-built integrations, and robust reporting capabilities. GUIDEcx's professional services team and Guide University resources guide and support users through every step of the onboarding process to accelerate time to value and maximize onboarding team productivity

Highlights

• White-labeled, custom onboarding and implementation experience
• Provides visibility, accountability, and real-time updates throughout delivery
• Leverages expertise from over 300,000 successful onboarding projects
• Designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality
• Seamlessly integrates with existing CRM systems
• Offers custom templates, role-specific customer views, purpose-built integrations, and robust reporting
• Provides professional services and resources to guide users through the onboarding process