GUIDEcx Reviews & Product Details

I really love how GUIDEcx takes the guesswork and remembering out of the day-to-day of my job. By having a well built plan and flexibility to use templates for onboarding, I am able to give a consistent and meaningful onboarding experience to each of my customers. I rely on the notifications and reporting to make sure I am completing the right tasks at the right time.

I also love how supportive the company is. When submitting a ticket or giving a suggestion on future features, the response is always quick and personal. I have really enjoyed the hands on approach that GUIDEcx as a company takes to make sure that the program is able to meet my needs. Review collected by and hosted on G2.com.

I think the hardest part of GUIDEcx is just making it central to your day. It does a wonderful job, I just need to make sure I am referring to it daily. Review collected by and hosted on G2.com.

GUIDEcx is a fabulous tool for ensuring our implementation process is completed in full. We are able to use the numerous amount of features to make the process unique to our company. I personally use GUIDEcx multiple times a day and I love the user-friendly platform. The customer support provided when I have questions is quick and detailed. I would recommend using GUIDEcx to any company. Review collected by and hosted on G2.com.

There are few things I don't like about GUIDEcx. One that I know they are currently working on is deleting multiple attachments that are uploaded when an email has signature images. Review collected by and hosted on G2.com.

We needed a partner who was willing to work with us to build something that would fit our very unique need of providing an 'interactive checklist' to thousands of educators administering our assessments across 11 states. When the product itself was not designed to handle our unique request, the Guide team thought out of the box to find a solution for us - either by scripting or creating new functionality. This kind of enthusiasm for problem solving was what drew us to them and keeps us happy! Review collected by and hosted on G2.com.

We are using it in a way it isn't designed to function, and sometimes there are struggles with that aspect, but they are really helpful and creative to find a way around some of the limitations. Review collected by and hosted on G2.com.

How user friendly it is. It does alot of the side work the was taking up most of my time for me. It keeps me updated on all of my projects. Review collected by and hosted on G2.com.

I haven't found anything that I really dislike. It took some time to get used to all of the notifications I get, but I would rather have a lot then none at all. Review collected by and hosted on G2.com.

It's the first dual facing (Internal+client) project management tool I'd ever heard of. It solves a major challenge when it comes to leading a client through their mandatory tasks and activities necessary for a successful implementation of your product or service. And it's not that they don't want to do it, it's that they don't have adequate and effective structure and process to manage the things they need to complete. These are often additional responsibilities to the individual core position responsibilities. Review collected by and hosted on G2.com.

Lack of starter templates, has to be built from scratch. It would be hugely beneficial for GCX to provide starter templates that have proven effective in leading successful implementations for themselves and other clients. Review collected by and hosted on G2.com.

I have been working with GuideCX and fully using it for about 7 months now and I have grown to love it. It makes my job as an onboarding customer success manager much easier and takes a lot of small tasks off of my plate by streamlining my processes. Review collected by and hosted on G2.com.

Not much! It just takes a little to get everything up and running to your liking and needs but that is how it goes with any new technology. Review collected by and hosted on G2.com.

GuideCX is a huge upgrade to our entire CS team after having used various different solutions. GuideCX truly has no competition in this arena. The ability to pair with Salesforce is invaluable, and we are currently building out more use cases for the Pre-Sales and other value adds throughout the customer journey. The platform itself is intuitive for Contributors, and as an Admin I find the lift to learn to run the tool is also completely in line with the success and output it provides. I don't mind a steeper learning curve when I'm getting this much value!

Our Implementation (as handled by GuideCX and within GuideCX) was simple, straight forward, and any time I have questions anyone is happy to help! I have recieved help through their community group, my CSM, my AE, the in-app Chat... really I have no regrets! My only wish was I wish this had happened sooner. Review collected by and hosted on G2.com.

We did not allow for enough change management time, but that's not on GUIDEcx. Honestly the hardest part has been getting teams to learn to relax and let the tool help them! We are so used to being manual that letting go of the wheel is a bit scary. Review collected by and hosted on G2.com.

The logic, each part follows the same logic so once you have had your training sessions / played around the system is easy to navigate. Review collected by and hosted on G2.com.

I dont have any dislikes so far, so would prefer to leave blank Review collected by and hosted on G2.com.

GuideCX is the only platform that allows us to truly scale our onboarding process. Thanks to their amazing customer success team, we were up and running in just a week or two. We were able to easily import our existing project templates and then progressively enhance them using the GuideCX features. We could then easily share tasks with our customers, giving us visibility into their deliverables. The reporting features likewise made it easy for our leadership to get a birds-eye view of hotspots that needed attention. Review collected by and hosted on G2.com.

I can't think of anything we disliked. Sometimes it was hard for our team to figure out how to deal with project dependencies, but this was mostly a training matter. Review collected by and hosted on G2.com.

I like that GCX keeps me, my team, and our clients on task. I also like how responsive and helpful the support team is. Review collected by and hosted on G2.com.

impersonating a user's profile can be a bit glitchy. it would be nice to update due dates in bulk Review collected by and hosted on G2.com.