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seit 17 Jahren bei der Softwareauswahl
GUIDEcx
Was ist GUIDEcx?
Das On-Boarding-Tool für Kunden wurde entwickelt, um Unternehmen bei der Automatisierung eines schrittweisen Prozesses zur Einführung von Produkten/Dienstleistungen gleich beim ersten Mal zu unterstützen.
Wer verwendet GUIDEcx?
Jedes Unternehmen, das ein Engagement mit seinen Kunden während des Einstiegsprozesses beim Kunden erfordert.
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Bewertungen über GUIDEcx
Excellent Project Management Tool
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
letztes Jahr
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.
In Betracht gezogene Alternativen:
Scalable and customizable
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 12 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.
Check the Details Before Falling for the Sales Pitch
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.
Game Changer
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
letztes Jahr
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.
In Betracht gezogene Alternativen:
I recommend GuideCx to everyone! My husband's company uses it too!
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
letztes Jahr
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!
