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GUIDEcx
by GUIDEcxSalesforcePaid
Manage customer onboarding projects in Salesforce from Closed Won through implementation.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
GUIDEcx creates an onboarding project when a Salesforce deal reaches Closed Won. It connects sales and implementation teams and supports internal and external project participants. Projects include tasks, reminders, updates, templates, and customer communication. Reporting covers templates, projects, CSAT, and time tracking.
Key capabilities
from the Salesforce AppExchange listingClosed Won projects
Automatically creates an onboarding project when a Salesforce deal is marked Closed Won.
Team invitations
Invites internal and external teams to onboarding projects.
Onboarding guidance
Provides tasks, reminders, and updates for guiding customers through onboarding.
Project templates
Provides templates for onboarding projects.
Onboarding reporting
Offers reporting for templates, projects, CSAT, and time tracking.
Use cases
- Sales and implementation teams can use the Closed Won handoff to begin customer onboarding in a project workflow.
- Customer-facing onboarding projects can include participants from both internal and external teams.
Who it's for
Sales teams, implementation teams, project managers, and customers.
How it compares
Cloud Coach - Customer Onboarding for Salesforce also focuses on customer onboarding, with project timeline management for dates, milestones, and tasks; GUIDEcx adds automatic project creation from a Closed Won deal, external team invitations, reminders, updates, and CSAT and time tracking reports. Simplify Resource | One-stop Solution covers the wider services lifecycle, including hiring and human resource management, resource planning and allocation, project management and delivery, and revenue forecasting, while GUIDEcx focuses on customer onboarding. Precursive PSA: Project and Resource Management Platform connects demand with delivery for professional services teams, whereas GUIDEcx centers on the onboarding workflow after a Salesforce deal closes.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Cloud Coach - Customer Onboarding for Salesforce | Paid | Cloud | |
| Simplify Resource | One-stop Solution | Freemium | Cloud | |
| Precursive PSA: Project and Resource Management Platform | Paid | Cloud |
In the catalog
71 plugins in Salesforce Platform · Project Management
Price distribution: 26 free, 4 freemium, 41 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Most customer churn happens during the crucial onboarding period - GUIDEcx is here to help. GUIDEcx facilitates a seamless transition between your sales and implementation teams, automatically creating an onboarding project when a deal is marked Closed Won in Salesforce. Our team leverages years of experience as the …»