GUIDEcx

GUIDEcx is the industry leader for client onboarding. Our intuitive platform facilitates a seamless and efficient transition between your sales and implementation staff.

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15 signs it’s time for a customer onboarding solution

Customer onboarding solutions are designed to automate the tasks and steps in your onboarding process, creating full transparency in the entire project. But how can you know if your organization is ready for a powerful solution like this?...

9 ways customer onboarding software helps you do more with less

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Tools

9 ways customer onboarding software helps you do more with less

In today’s fast-paced business world, time is a valuable commodity. Streamlining workflows and eliminating repetitive tasks can free up resources to focus on growing your business. That’s where customer onboarding software comes in....

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Customer onboarding

8 ways customer onboarding strategies are the keys to efficiency

Inefficiency within your organization can cost your business as much as 20–30 percent of your yearly revenue. That’s a lot of income left on the table due to not being efficient—and in today’s economy, who can afford that?...

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Customer success strategies

5 customer success trends in 2023

Ensuring your organization has everything in its toolkit to enable customer success has never been more important. Nearly 90 percent of service leaders agree that customers have higher expectations than they did in previous years, and that number continues to grow....