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Über GUIDEcx

BEynd-Client-Onboarding

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Vorteile:

We also like that we can have contributors within our company to have access to projects they are working on and can update their tasks at no cost for thier seat.

Nachteile:

Difficult for customer to initially access (usually customer firewalls don't allow access to the project)You can't copy and paste a checklist from one task to another inside a project.

Bewertungen zu GUIDEcx

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,6
Kundenservice
4,9
Funktionen
4,5
Preis-Leistungs-Verhältnis
4,7

Weiterempfehlungsquote

9,0/10

GUIDEcx hat eine Gesamtbewertung von 4,7 von 5 Sternen basierend auf 63 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (63)

Victoria
Victoria
Implementation Manager in USA
Verifizierter Nutzer auf LinkedIn
Personalwesen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Excellent Project Management Tool

5,0 vor 8 Monaten

Kommentare: Excellent project management software that really keeps you on top of your tasks and timeline.

Vorteile:

I love being able to set up a template for our tasks with dependencies that I can reuse on each project. The tags function helps me to easily assign tasks to the right person by simply filtering on those tags.

Nachteile:

Software occasionally becomes buggy and you need to log out and restart.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your excellent review and highlighting the features you love about GUIDEcx! We're pleased to hear that our template setup with task dependencies and tags functionality has been a valuable asset in streamlining your project management. Simplifying task assignments is crucial for efficient teamwork. We apologize for any occasional software bugs you've encountered. Our team is committed to delivering a seamless experience and continuously working to improve stability. Your feedback helps us prioritize these efforts. We're delighted that GUIDEcx has met your need for more robust project management software and has kept you on top of your tasks and timeline. Thank you for choosing GUIDEcx as your project management tool. If you have more feedback or questions, please reach out. We're here to ensure your continued success.

Emma
Senior Manager of Implementation and Program Operations in USA
Informationstechnologie & -dienste, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Scalable and customizable

5,0 vor 7 Monaten

Kommentare: In addition to the product, the onboarding and support teams at GuideCX have been great

Vorteile:

GuideCX has been a great asset to our customer onboarding, allowing us to streamline our processes and creating more capacity for our team as we scale. We find the tool to be user-friendly both internally and with our clients, and we also really value the flexibility of our customers interacting solely via email while keeping central information housed within the platform. As an admin, the reporting and insights the tool provides are valuable to ensure we understand what is delayed or at risk and highlight opportunities to optimize our processes.As we have continued to evolve our processes for different onboarding experiences (product types, client types, launch tasks), being able to recreate and adapt templates easily within the tool has made this process seamless and keeps our team organized and on track with very little overhead needed. The GuideCX team is also awesome; their attentiveness, responsiveness, and enthusiasm made ramping up into the tool and beyond a great experience.

Nachteile:

The one area we'd love to see improvement in is a better system for managing tasks beyond a launch/go-live. The tool is built to manage the onboarding process, but we have some post-onboarding follow ups that would be great to be able to manage within the tool as well - but the GuideCX product team is exploring solutions here.

Antwort von GUIDEcx

vor 7 Monaten

Thank you for your review. We're thrilled that GUDIEcx has streamlined your customer onboarding, making it user-friendly for your team and clients. Our reporting and insights have been valuable, and we appreciate your feedback. We're working on solutions for post-onboarding task management. We're pleased that our platform has helped you easily adapt to different onboarding experiences. Your kind words about our team's support are motivating. Thank you for choosing GUIDEcx, and please feel free to reach out with more insights or questions.

Pete
CEO in USA
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Check the Details Before Falling for the Sales Pitch

1,0 vor 2 Jahren

Kommentare: There’s a bit of irony when you fail to onboard with onboarding software. After more than 4 months, we decided to cancel their service and have moved to another onboarding platform. It’s possible that my personal expectations were simply too high, so I will share specific details with you so that you can judge for yourselves. The latency we experienced was very noticeable. Clicking between cards was not seamless, and we found that it took almost 7 seconds to load content onto the primary page. Checklists on tasks look great until you want to rearrange sections. You can’t. Task groups were promised to us as a feature that would replace the need for subtasks. They couldn’t be rearranged. They couldn’t move up, down, left, or right as you might expect if you have used any other Kanban style tool. If your team tends to share their own screens with onboarding customers over Zoom, be prepared to show your customers your merge field logic. Personally, I wasn’t going to show my customers “Hi {First Name}.” The list continues.

Vorteile:

Their sales team was incredible. They know what they're doing, and they're excellent at bringing in senior executives to help close the deal.

Nachteile:

The software was very buggy and did not have basic functionality that we have grown accustomed to in many other systems.

Jared
Implementation Manager in USA
Computer-Software, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Game Changer

5,0 vor 8 Monaten

Kommentare: The product is robust and continues to improve, the staff are helpful and responsive

Vorteile:

API, reporting/tracking progress, integrations with other systems.

Nachteile:

Future planning from a resource standpoint is not quite there, but the staff are very open to new ideas and improving the product.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for taking the time to share your thoughts on GUIDEcx. We are thrilled to hear that you find our platform a game-changer for your needs, and we truly appreciate your valuable feedback. It's great to know that you are benefiting from GUIDEcx API capabilities, progress tracking, and seamless integrations with other systems. We are committed to providing a comprehensive solution that empowers our users to achieve their goals. We understand your concerns about future resource planning and appreciate your feedback. We continuously strive to enhance our product and expand our functionalities. Your feedback is invaluable in helping us shape the future of GUIDE. Please reach out to us with any specific suggestions or requirements. We are here to listen and evolve to serve you better. We are pleased to hear that you found our team helpful and responsive. Customer satisfaction is of utmost importance to us, and we are committed to providing you with the best support possible.

Lujan
Director of Customer Success in USA
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

I recommend GuideCx to everyone! My husband's company uses it too!

5,0 vor 8 Monaten

Kommentare: We use GuideCX for our client onboarding processes. It helps us stay on track and sends reminders to our clients and internal users for tasks that need to be completed. It has options to include checklists, links and attachments to keep everything in one place.

Vorteile:

The software is easy to use, super customizable, and works exactly as needed! Their customer service is also a huge plus, they are always available and helpful. I love working with everyone at the GuideCX team. Their software is also always improving and they are always adding new and exciting features. I honestly am so glad I found them! I use GuideCX daily and can't say enough great things about them!

Nachteile:

some of the integrations don't do as much as I would like, I wish there was more integrations available with Hubspot.

Antwort von GUIDEcx

vor 8 Monaten

Thank you so much for your glowing review and recommendation! We're thrilled to hear that you're enjoying your experience with GUIDEcx and that it's meeting your project management needs. We truly appreciate your kind words about our software's ease of use, customization, and responsive customer service team. Your feedback on our continuous improvement efforts is also greatly appreciated. We are committed to enhancing our platform with new and exciting features to serve you better. Regarding integrations, we understand your desire for more options, including HubSpot. We continuously evaluate and expand our integration offerings to provide you with a comprehensive solution, and your input helps guide our priorities. It's fantastic to hear that GUIDEcx is central to your daily workflow and client onboarding processes. We're dedicated to helping you succeed and streamline your project management tasks. Thank you for choosing GUIDEcx and for the privilege of working with you and your husband's company. Please don't hesitate to reach out if you have more feedback or questions. We're here to support your success!

Duke
Director, Project Management in USA
Computer-Software, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Love this product. Keep coming back for more.

5,0 vor 8 Monaten

Kommentare: Great project management and reporting tool. Allows us to see the bottle necks and work to resolve.

Vorteile:

I am a huge fan of this product and it keeps getting better on a regular basis. Many of our projects have the same core premise and may need some tweaks so we use multiple templates to build out a project plan. We have a Project Prep and a Project Wrap that are the same steps for every project and the middle "templates" are deliverable based and allow us to then add/remove task specific to the client. Client also have access to the project plan and project status through the portal and are required to use tasks and notes to provide updates on their tasks and ask questions. All communications are in the same place.We also like that we can have contributors within our company to have access to projects they are working on and can update their tasks at no cost for thier seat.

Nachteile:

The over all product has a strong set of features and are improving every day. I just wish the mobile version could be more administrator friendly.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your excellent review, and we're thrilled to have you as a loyal GUIDEcx user! It's great to hear that you love our product and that it keeps getting better for you. We designed GUIDEcx with flexibility in mind, and we're delighted to see how you use multiple templates to create tailored project plans efficiently. The ability to involve clients in project planning and status updates while keeping all communications in one place is an excellent testament to the power of GUIDEcx. We appreciate your feedback about the mobile version, and we're continuously working to enhance the user experience on all platforms. We're honored that you chose GUIDEcx over alternatives like Asana and that our product and company have effectively met your needs. Thank you for trusting GUIDEcx for your project management and reporting needs. Please don't hesitate to reach out if you have more feedback or questions. We're here to ensure your continued success.

Sam
Client Success Manager in USA
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Easy Easy Easy

5,0 vor 8 Monaten

Kommentare: We've been able to solve our customers feeling like their onboarding is a black box. They're have access to see the project and share it with their leadership at any time. That goes both ways too, we're able to point to the client when they aren't fulfilling their end of the work.

Vorteile:

Ever since we investigated, purchased and initiated GCX at our company we found the process to be quite easy! The interface is quite intuitive, the software is solid and rarely has bugs. The training and resources are plentiful.

Nachteile:

There are some small features that don't make sense, like downloading multiple files from a task, you don't have the option to download in bulk or as a zip file. But I'm sure that is coming - they've thought of almost everything.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review, and we're thrilled to hear that GUIDEcx has made onboarding easy for your company! We're delighted you find our interface intuitive and the software reliable with minimal bugs. Your feedback is greatly appreciated, and we're continuously working to enhance our platform. Regarding your comment about downloading multiple files from a task, we're always working to improve and add features, and your input helps us prioritize these enhancements. We're glad to hear that dynamic date ranges have been a significant benefit, allowing for better task management when one task is delayed. It's fantastic that GUIDEcx has improved customer visibility into the onboarding process and helped identify areas where clients may need to fulfill their obligations. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

John
Onboarding Specialist III in USA
Telekommunikation, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best project management tool I've used in a long time.

5,0 vor 8 Monaten

Kommentare: The staff at GuideCX has been quite honestly the best thing about working with the product. Such a difference in how they handle their clients, most of the time on the fly within 1 minute of a question I have. Extremely responsive, so I can get the assistance I need, to keep moving in my day for the client I am also servicing. That's how it's done.

Vorteile:

For ease of use, I can setup a new client with access in minutes, and they can jump right in and begin knocking out assigned tasks. Ongoing oversight of their progress is a breeze!

Nachteile:

Honestly, we just haven't found that many things it can't do, or we can't live without. All the bells and whistles are right here.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review, and we're thrilled to hear that GUIDEcx is the best project management tool you've used in a long time! We're delighted that you find our platform easy to use, allowing you to set up new clients quickly and oversee their progress effortlessly. It's fantastic that you've had such a positive experience with GUIDEcx's features. We understand the importance of white-labeling and are glad to provide a customer-facing tool that can be branded with your name. Your kind words about our staff and their responsiveness are greatly appreciated. We're committed to providing excellent support and ensuring your success. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

Cason
VP Implementation Services in USA
Computer-Software, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great product for our global onboarding team.

5,0 vor 8 Monaten

Kommentare: The service levels are amazing, a great support, impl, and CS team. The product works great and we enjoy the structure and visibility it provides.

Vorteile:

Ability to set templates and roll them out across geos and customer segments. We can have a programmatic approach to our customer journey because GUIDEcx. It also provides visibility into how we are doing. It allows our consultants to better manager their projects and stay organized.

Nachteile:

The customer interaction is less than we'd like. We wish customers would engage more with it, at times we have to stay on them to keep their tasks updated and review the emails that come from the tool.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your outstanding review, and we're delighted to hear that GUIDEcx has been a great fit for your global onboarding team! We're thrilled that our template-based approach has enabled you to roll out consistent processes across different geos and customer segments. It's fantastic to know you've achieved a programmatic approach to your customer journey with GUIDEcx , gaining valuable visibility into your performance and empowering your consultants to manage their projects better. We appreciate your feedback on customer interaction and understand the importance of client engagement. We're continually working to enhance user experience and encourage more active participation. We're honored that you chose GUIDEcx as the most mature solution for managing a high project volume, and we're pleased that our platform's ease of implementation and ability to engage with customers during onboarding have met your needs. Thank you for your kind words about our service levels, support, implementation, and customer success teams. Your success is our success, and we're committed to delivering outstanding service. Thank you for choosing GUIDEcx , and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

Courtney
Customer Success Manager in Kanada
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great onboarding tool, even for projects that are highly custom

5,0 vor 9 Monaten

Vorteile:

- Project Manager can control when people get invited to the project- Reporting tools assist with resource planning- Great onboarding experience for new customers of GUIDEcx- They allow customers to submit feature requests and vote on proposed features

Nachteile:

I cannot think of anything at this time.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review, and we're delighted to hear that GUIDEcx has been a great onboarding tool for your highly custom projects! We're pleased that you find our platform valuable in allowing project managers to control invitations, assist with resource planning through reporting tools, and provide an excellent onboarding experience for new customers. It's wonderful that you appreciate our customer-centric approach, including the ability to submit feature requests and vote on proposed features. We're glad you couldn't think of any cons at this time. If you ever have more feedback or questions in the future, please don't hesitate to reach out. We're here to ensure your continued success. Thank you for choosing GUIDEcx, and we look forward to serving your business needs.

Brittney
Senior Project Manager in USA
Finanzdienstleistungen, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

GuideCX review :)

5,0 vor 8 Monaten

Kommentare: GuideCX is awesome and benefitted our department in many ways. The highlight is that they have the best support team. Their responsiveness is timely and they always follow up once an issue arises and is solved.

Vorteile:

Guide CX allows for transparency and realistic expectations for Project completion. Users who fully adapt this system in the way Orion has utilized it find great success in their Onboarding to Orion's Platform. The reason behind this is that it allows them to complete the items with little wait time or assistance after they learn the function behind the software.

Nachteile:

There are some quirks to Guidecx, and some items that have not been developed yet. The software can lag sometimes, especially if there is a new release. The other item that they are working on developing is a customer view, this would allow me to have the ability to demo, via a client view, to the client.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your positive review and feedback on your experience with GUIDEcx! We're pleased to hear that our platform has contributed to transparency and realistic expectations for project completion, particularly in Orion's onboarding process. We appreciate your patience and understanding regarding the occasional quirks and lag in the software, especially after new releases. Our team is dedicated to continuous improvement and actively addresses these issues to provide a smoother experience. We're genuinely grateful for your kind words about our support team. Your satisfaction is our priority, and we're committed to delivering timely and practical assistance. Thank you for choosing GUIDEcx and for the privilege of supporting your department. Please feel free to reach out if you have more feedback or need assistance. We're here to ensure your success.

Dan
Sr. Dir of Advanced Services in USA
Telekommunikation, 201–500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Guide Review

4,0 vor 8 Monaten

Kommentare: involving our customers has made a great impact on delivery timeframes, expectation, and keeping our clients up to date. Templates, milestones and tasks have refined our processes and tighten up timelines for specific products.

Vorteile:

adding customers to the team for visibility and interaction

Nachteile:

restrictions on the admin side to save report filters, adjust dashboards, etc.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review and for sharing your experience with GUIDEcx. We're delighted to hear that our platform has positively impacted your customer visibility and interaction and streamlined your processes. We understand your feedback regarding admin restrictions and continuously work to enhance the flexibility and customization options available to our users. Your input is valuable in shaping the future of GUIDEcx. It's fantastic to hear that involving your customers has positively impacted delivery timeframes and client satisfaction. Our templates, milestones, and tasks are designed to optimize processes and improve efficiency, and we're pleased to see them achieve those goals for your specific products. We appreciate your choice to disrupt the industry with a focus on customer visibility and interaction through GUIDEcx. Please feel free to reach out if you have more feedback or need assistance. We're here to support your success.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Computer-Software, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Insight into onboarding

4,0 vor 8 Monaten

Kommentare: GuideCX has been an invaluable asset to our company in streamlining onboarding. When paired with Salesforce, the visibility into our onboarding process is unmatched.

Vorteile:

Guide has allowed us to have a clear path for onboarding all of our customers and provides visibility and accountability for all parties involved, including the customer. We have been able to significantly reduce time to value while improving customer experience through implementing Guide.

Nachteile:

We have had some difficulties in early iterations of integrations with Salesforce & various automations, but since releasing the Recipe Builder integrations through Workato, we have been able to accomplish our needs.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your insightful review and for sharing how GUIDEcx has significantly impacted your customer onboarding process. We're thrilled that our platform has provided clear paths, visibility, and accountability, ultimately improving customer experience and reducing time to value. We appreciate your feedback regarding early integration challenges, and we're delighted that our Recipe Builder integrations through Workato have helped you achieve your needs. We're continuously working to enhance our integrations and automation capabilities to provide a seamless experience. It's lovely that GUIDEcx has been an invaluable asset for streamlining your onboarding, especially when integrated with Salesforce. Your success is our priority, and we're here to support your continued growth and improvement. Thank you for choosing us as your partner in enhancing your onboarding process. Please don't hesitate to reach out if you have more feedback or questions. We're here to ensure your success.

Sage
Director of Implementation in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

GuideCX Changed Our Company for the Better!

5,0 vor 8 Monaten

Kommentare: GCX is a fantastic company. From the product to the people - I gladly sing their praises daily. Our company has been able to create more efficient implementations, with the ability to communicate both internally and externally in ways we were unable to accomplish before.

Vorteile:

While it does take time to set up the product for use within one's organization, the time and effort the GCX staff lent to our onboarding process was invaluable. We had a partner dedicated to our success and adoption of their product. Ongoing support, collaboration, and innovated product releases keep us happy!Before adopting this software we did not have a system in place that was going to help us scale. With GCX we have the ability to see exactly where we are on a project, as well as communicate with our customers about missing items essential to their onboarding with our own product. Features such as Project Notes keep us all updated daily.

Nachteile:

I would love to see an exportable Gantt chart, additional work on the emails to make them more understandable and useful, and either a more intuitive (read: easier!) way to set up recipes in the Recipe Builder. Our team has been unable to use the Recipe Builder in all the ways we originally had hoped as we just can't figure out how it works.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your outstanding review, and we're thrilled to hear how GUIDEcx has positively impacted your organization! We appreciate your feedback regarding the setup process, and we're delighted that our team's dedication to your onboarding process has been invaluable. Your success and adoption of our product are our top priorities, and we're pleased that our ongoing support, collaboration, and innovative product releases have contributed to your happiness. The ability to scale your operations and achieve clear project visibility is at the core of what GUIDEcx offers. It's fantastic to know that you can now communicate effectively with your customers and manage essential onboarding tasks seamlessly. Project Notes and other features are designed to keep everyone updated and informed. We understand your suggestions for improvement, including an exportable Gantt chart, email enhancements, and a more straightforward Recipe Builder setup. Your input is valuable as we continue refining our platform, and we'll consider these enhancements in future releases. We're genuinely grateful that GUIDEcx has allowed your customers to interact with you in a thoughtful and user-friendly way, and we're dedicated to building solid relationships with our clients. Your kind words about our company and team mean the world to us, and we're thrilled to be a part of your journey to more efficient implementations. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

Justin
Manager - Implementation, Training, and Support in USA
Computer-Software, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A Modern, Intuitive Solution for Managing Onboardings

5,0 vor 8 Monaten

Kommentare: GUIDEcx is a critical part of my job and I use it literally every hour of every day. There's no way I'd be able to manage all of our implementations/onboarding without this tool. Great Customer Service, too.

Vorteile:

I like how GUIDEcx doesn't need much time to implement and learn. I like how it aligns with our product to provide a seamless experience for our Customers. I like how they are constantly innovating and providing new features.

Nachteile:

Email WYSIWYG seems behind the times--so I do have to format my emails creatively. There are some hiccups with moving cards between milestones (which can usually be resolved with a refresh of the page).

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review, and we're thrilled to hear that GUIDEcx has been a critical and indispensable part of your job! We're delighted that you find GUIDEcx quick to implement and easy to learn, aligning seamlessly with your product and providing an excellent experience for your customers. Our commitment to innovation and feature updates is at the core of what we do, and we're pleased that you appreciate our constant improvements. We understand your feedback regarding the email WYSIWYG and the occasional hiccups with moving cards between milestones. Your input is valuable, and we'll continue to work on enhancing these aspects of our platform. Thank you for your kind words about our customer service team. We're here to provide the support you need; your success is our priority. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

Andrew
Strategic Account Manager in USA
Freizeit, Reisen & Tourismus, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

GuideCX doubled our onboarding team's manageable load

5,0 vor 8 Monaten

Vorteile:

The organization, tracking, and management that GuideCX has provided for our onboarding process has enable each of our onboarding specialists to manage 50% more account with more ease than prior to implementing the software.

Nachteile:

Some of our customers interact with technology on an infrequent basis and had some some confusion when they first were introduced to GuideCX, but GuideCX has since made updates to what customers can see and limiting their visibility has helped with the transition.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your fantastic review, and we're thrilled to hear how GUIDEcx has significantly impacted your onboarding team's efficiency and capacity! It's wonderful to know that our platform has enabled each of your onboarding specialists to manage 50% more accounts with greater ease. We designed GUIDEcx to streamline processes, and it's rewarding to see it deliver on that promise. We appreciate your feedback regarding customer interaction and are pleased to hear that our updates have helped ease the transition for those less familiar with technology. Our commitment to enhancing user experience remains steadfast, and we'll continue to make improvements based on user feedback. We're honored that you chose GUIDEcx over alternatives like monday.com and that the transition has been so positive for your team. Thank you for trusting GUIDEcx to support your onboarding process. Please don't hesitate to reach out with any additional feedback. We're here to ensure your continued success.

Robert
Implementation Specialist in USA
Computer-Software, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

GuideCx has an Excellent Client Portal and an easy way to Track Time as well as Manage Projects

5,0 vor 8 Monaten

Kommentare: Our overall experience with GuideCx has been excellent. We needed a project management system. The program has delivered.

Vorteile:

What I like most about GuideCx are the milestones and tasks within each project. We have over a dozen types of implementation plans, so viewing the necessary tasks within each project helps with communication to the client and for ourselves, just getting done what needs to be done.

Nachteile:

I do not have any cons or what I like least about GuideCx. I do however need to take advantage of their e-learning university so as to take advantage of more of their features.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for sharing your fantastic experience with GUIDEcx! We're delighted to hear that our platform is helping you efficiently manage projects and enhance client communication. It's great that you find our milestones and tasks feature valuable for tracking and communication across your various implementation plans. We're here to ensure you can get the most out of GUIDEcx, so utilizing our e-learning university to explore more features is a great idea. We're thrilled that we have met your project management needs and look forward to continuing to support your success. If you have questions or need assistance with any aspect of our platform, please don't hesitate to reach out. Thank you for choosing GUIDEcx as your project management solution!

Todd
Onboarding Project Manager in USA
Krankenhausversorgung & Gesundheitswesen, 201–500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Value, Some Things Need Enhanced

4,0 vor 8 Monaten

Kommentare: Pretty good.

Vorteile:

Ease of use for the end user to not need a special login

Nachteile:

Difficult for customer to initially access (usually customer firewalls don't allow access to the project)You can't copy and paste a checklist from one task to another inside a project. Every project is different. Sometimes when you make a change it doesn't save.

Antwort von GUIDEcx

vor 8 Monaten

Dear valued user, Thank you for your review, and we appreciate your feedback regarding your experience with GUIDEcx. We're pleased to hear that you find GUIDEcx easy for end users, eliminating the need for a unique login. We understand your concerns about the initial difficulty for customers accessing the platform due to firewalls and the limitations in copying and pasting checklists between tasks within a project. Your feedback is valuable, and we'll consider it as we work on improving our platform. We apologize for any issues you've encountered with changes not saving, and our team is dedicated to delivering a more reliable experience. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

Tammy
Reporting Specialist in USA
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Product for Tracking Processes

4,0 vor 8 Monaten

Kommentare: It has been a great tool for the past year to keep Orion and the Advisors on task for the most part when it comes to their Onboarding needs and desired timelines.

Vorteile:

I like the breakdown of processes needed to accomplish the goals set by advisors especially the timeline we want to follow. I also think the added time tracking feature is great for tracking the amount of time spent with advisors whether they are Essential or Advanced. Hopefully this information is useful when they output data is applied.

Nachteile:

The Filters for my view are hard to manage, when an advisor is not finished onboarding but still working with me I want to keep them open on my view and the filters either seem to show too much or filter out too much.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review, and we're pleased to hear that GUIDEcx has been an excellent tool for tracking processes and keeping Orion and the advisors on task! We're delighted that you find our platform's breakdown of processes and timeline features valuable for accomplishing your goals and tracking time spent with advisors. We understand your feedback about the filters for your view and the need to keep advisors open on your view while they're still working with you. Your input is important, and we're continuously working to improve our filtering options to provide a better user experience. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

Joel
SVP, Global Customer Onboarding in USA
Telekommunikation, 201–500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

If you are tired of running blind... Check this platform out.

5,0 vor 8 Monaten

Kommentare: As I said above it has been a true partnership. When we have questions the GCX team has been responsive and invested in the successful use of their platform.

Vorteile:

It took almost all of our communication issues off the table. Transparency became one of our rallying cries and selling points. No longer do you have to wonder where you are in the process Mr. Customer. You know exactly where your engagement is at any given point in time.

Nachteile:

Still working through how to best work with large, multi-location deployments. We have some work around solutions and another proposal to change the way we work. But the GCX team has been fantastic at listening to our feedback and letting us be part of shaping future releases of the platform (customer advisory board participation). So far a great partnership.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review and highlighting how GUIDEcx has improved transparency and communication for your team. We're thrilled to be a part of your success. We appreciate your feedback on working with large, multi-location deployments, and we're committed to working together to find solutions that best fit your needs. Your participation in our customer advisory board is invaluable as we shape the future of our platform. It's been a pleasure partnering with you, and we look forward to continuing to support your success with GUIDEcx. Please feel free to reach out if you have any further questions or feedback.

Cameron
Cameron
Business Development Director in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Only one word needed, AMAZING!

5,0 vor 6 Jahren

Kommentare: The benefits I received from this product include: Structured onboarding process, stress free day, engagement from our clients, and the ability to become more efficient throughout the day!

Vorteile:

Using Beyond for our company has made our day to day operations a million times easier. Our company onboards Dealerships and salespeople. Before using Beyond, we had an excel spreadsheet that we updated daily. This was not an effective method for our company. We wanted to find something new and innovative. A platform that was easy for not only our company to use, but also easy for our clients to use. There are a lot of companies out there that offer great platforms, however Beyond was the right fit for our company. It is new, fresh, and customizable to each user. I have shared a little about how great the system is but that is not the best part about it. The customer service you get from the Beyond team is hands down amazing! Anytime I have a question I just type it in the chat icon, on the bottom left corner, and I get a response very quickly. The attention to detail the Beyond team has is outstanding. There were a few tasks I had in one of my projects that didn't have attachments on them and Customer agent noticed this. Customer agent recognized that the milestones in all our projects were the same with some exceptions, and he brought this to my attention. The attachment that was missing was a crucial attachment our clients need when launching our platform. That is great customer service. I can go on and on about how great this company is. On behalf of our company, Build-A-Brand, I would like to thank Beyond for providing us with the tools we need to have an effective onboarding process.

Nachteile:

There are no cons at all. This is a great product. I encourage everyone to check this out and use Beyond. It will change your life!

Antwort von GUIDEcx

vor 6 Jahren

Thanks for your kind words Cameron!

Rhonda
Conversion Specialist in USA
Computer-Software, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great platform for organizing all aspects of a project.

4,0 vor 8 Monaten

Vorteile:

For any given project, you can easily see an overview of all aspects of the project, or you can drill down further depending on your needs. I use the task and project listings daily, plus the reporting options to make sure my time spent on each tasks is accounting for my entire workday.

Nachteile:

I would like to see more ways to customize certain lists, like the tasks and projects, based on the user. I use the task list daily, but would like to see a column and filter option to show the last date/time the task was updated instead of just the due date for the whole project.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your positive feedback on GUIDEcx's project organization capabilities. We're delighted to hear that our platform is helping you effectively manage your projects and tasks. Your suggestion regarding customizing lists is greatly appreciated. We're continually working on enhancing our platform, and your input is valuable in shaping our future developments. We'll consider adding the feature to show the last update date/time for tasks in addition to the due date. Your satisfaction is important to us, and we're here to assist you in any way we can. Please don't hesitate to reach out if you have further suggestions or any questions. Thank you for choosing GUIDEcx for your needs.

Coco
Senior Solutions Specialist in USA
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Helpful for organizing and keeping projects on-time!

4,0 vor 8 Monaten

Kommentare: Very pleasant. The support is always super helpful and friendly especially [sensitive content hidden] in live chat

Vorteile:

I like that I can get a birds eye view of where my retailers are in their timeline without having to contact them directly every day. I can see which ones are lagging and need more attention vs. ones that are on time and self sufficient

Nachteile:

The App sucks. It's impossible to utilize to the fullest and when visiting the site on my phone it's nearly impossible to view the notes and respond

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your review, and we're pleased to hear that GUIDEcx has been helpful in organizing your projects and keeping them on track! We're delighted that you find our platform valuable in providing a bird's eye view of your retailers' timelines, helping you identify areas that need more attention and those on track. We apologize for the inconvenience you've experienced with the mobile app and the website on your phone. Your feedback is valuable, and we're continuously working to improve the mobile user experience. Thank you for your kind words about our support team, especially in live chat. We're here to provide the assistance you need. Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success.

John
Implementation in USA
Computer-Software, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Thoughts on Guide CX

5,0 vor 8 Monaten

Vorteile:

I'm not sure how it was to implement. but it appears to be simple. It was integrated with our Salesforce application I believe. It was easy to use, and we could have customers see it as well, to see where they should be and reminders to stay on task.

Nachteile:

The only think i didn't like was it was another software we had to learn and sometimes show customers and talk to them about.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for taking the time to share your thoughts on GUIDEcx. We appreciate your feedback and are delighted to hear about your positive experiences with our platform. It's great to know that you found GUIDEcx simple to implement and seamlessly integrated with your Salesforce application. We designed GUIDEcx with user-friendliness in mind, and we're pleased that it met your expectations in terms of ease of use. Enabling your customers to see their progress and receive reminders to stay on track is one of the core objectives of GUIDEcx, and we're thrilled that it has been beneficial for you in this regard. We understand that introducing a new software solution can sometimes be challenging, and we appreciate your patience. We continuously work to improve our user onboarding and customer education resources to make the transition as smooth as possible for you and your customers. If you ever encounter any issues or have suggestions for further improvements, please don't hesitate to reach out to our support team. Your feedback is invaluable to us, and we are committed to enhancing your experience with GUIDEcx.

Emily
Customer Support Specialist in USA
Bildungsmanagement, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

GuideCX Makes Everything Better!

5,0 vor 8 Monaten

Kommentare: Happy clients = happy life!!

Vorteile:

I love that onboarding is a transparent process for my clients. They can see what I am working on at any time. I find that it really helps manage their expectations which makes everyone happier!

Nachteile:

There really aren't any cons with GuideCX. I've used it for years, with different companies, and I've never had any problems with it.

Antwort von GUIDEcx

vor 8 Monaten

Thank you for your enthusiastic review, and we're thrilled to hear how GUIDEcx has positively impacted your client onboarding process! We're delighted that our platform has provided transparency for your clients and helped manage their expectations effectively, resulting in happier clients and a happier you. Your long-term positive experience with GUIDEcx is greatly appreciated. We're committed to delivering a seamless and problem-free experience for all our users. Indeed, happy clients do lead to a happier professional life! Thank you for choosing GUIDEcx, and if you ever have more feedback or questions, please don't hesitate to reach out. We're here to ensure your continued success and happiness.