GUIDEcx

Pros: The ability to integrate into Salesforce and connect projects, stay on track, and know where each new client is at in the process. The help desk is outstanding, and the resources, and classes are all so beneficial to find what is needed and keep moving forward with learning and making our process better.

Cons: None at this time, we have worked through and revised our process since first starting with GCX and it's improved tremendously.

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

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

Pros: 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.

Cons: 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.

Pros: GuideCX is a great tool that is client facing and gives our onboarding a step above other firms. Our clients can follow along with our process, interact and all this is captured back to our team in a standardized process

Cons: As GuideCX advances there are a lot of updates to keep up on and software integrations

Pros: Product is easy and essential for my project management duties.

Cons: no cons at this time. The product is fantastic!

Pros: 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!

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

Pros: 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.

Cons: 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.

Pros: 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.

Cons: 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.

Pros: A single place to manage the multiple projects our company oversees

Cons: The site is a little laggy from time to time, when updating tasks.

Pros: 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.

Cons: 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.

Pros: adding customers to the team for visibility and interaction

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

Pros: 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.

Cons: 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.

Pros: 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.

Cons: 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.

Pros: 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.

Cons: 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.

Pros: 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.

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

Pros: 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.

Cons: 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.

Pros: 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.

Cons: 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.

Pros: GuideCX is a user-friendly tool, driving efficiency and optimizing processes for customer onboarding.

Cons: GuideCX could improve a bit on customizable features for the customer to engage with the project plan.

Pros: GCX allows me to interact with internal and external teams with full visibility and transparency to communication, outstanding items, and project progress. It adds accountability to each member of the internal and external teams via task assignments, as well.

Cons: I do wish there was more control over notification emails. Sometimes they can feel duplicative (e.g. you respond to the note and the client gets the note, and also gets the notification that a note was added).

Pros: The direct integration with Salesforce to keep track of all new accounts coming in and the customizability for project templates are the best. This keeps my team organized and constant visibility to deadlines for the customer and internal stakeholders.

Cons: User interface lag when updating tasks and opening modals could be snappier.

Pros: 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!

Cons: 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.

Pros: 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

Cons: 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

Pros: 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.

Cons: 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.