GUIDEcx W0rking Better Together

CUSTOMER USERS

Email

• Emails drive 95% open rate and 80% engagement rate
• Automated task reminders remove the manual work of chasing customers and begging for updates.
• Directly from email, customers can update tasks, send notes, and upload attachments.
• Magic Links replace logins while still maintaining security.

CUSTOMER ASSIGNEES

Compass

• Compass is the simplified customer portal built especially for external users who need to stay productive without training.
• Streamlined guidance shows exactly what to focus on now and what is coming next.
• Avoid intimidating customers by keeping them focused only on the parts that are assigned to them.
• Customers invited to Compass are 2X as likely to update tasks, add comments, and upload attachments.

CUSTOMER ADMINS

Gantt View

• Customers can understand project status at a glance and keep track of what needs to happen next.
• Provider project managers still can control which tasks even a customer admin can see
• Anticipate bottlenecks to follow-up on assignments and keep projects on time.

CUSTOMER LEADERS

Project Overview

• Project completion forecasts automatically update as tasks are delayed or finished early
• Always know how adjust execution before it's too late to keep a project on target.
• Managers lead teams by setting assignments according to capacity overviews across all projects.

TEMPLATES

• Automate dynamic assembly of projects based on your repeatable processes.
• Stack templates to execute sequentially or in parallel.
• Template Analyzer identifies to the highest impact optimizations around smart dependencies, customer engagement, and accurate forecasts.

TIME TRACKING

• Track billable vs non-billable hours so you can forecast budgets and estimate costs
• Proactively monitor project health and team efficiency so you can maintain profits
• Manage resources by shifting assignments to the most qualified and available project managers

SPECIALIZED GUIDES

• We practice what we preach around world-class onboarding
• Experienced professionals lead your team to best practices, customized reports, & 24/7 support
• Hit the ground running with quality consulting on template structure, project design, and customer engagement

ACTIONABLE REPORTS

• Project health and pipeline shows which project managers are effective and how much revenue is waiting to be realized
• Template analysis shows which templates impact project timing most and which task dates should be updated
• Customer engagement shows which best practices around invitations, assignments, and mentions need attention

SATISFACTION SURVEYS

• Simple and quick deployment in-app and via email takes the pain out of gathering customer feedback.
• Milestone surveys provide context around which specific parts of the project need improvement mid-flight.
• Learn how customers feel during and after their experience so you can refine processes in time to save relationships.

NATIVE INTEGRATIONS

• Activate proven bi-directional connections to Salesforce, HubSpot, Jira, Slack, Sharepoint, and Gainsight in seconds
• Create new connections to hundreds of other CRM, PSA, Finance, and Customer Success systems in minutes
• Improve hand-offs across sales, services, and product by sharing updates in the systems where they already work

RECIPE BUILDER

• Set triggers to start jobs from any system and take actions on any object based on any standard or custom field
• Pull from external systems to automate the vast majority of project creation and template activation
• Push updates from GUIDEcx so double entry is eliminated - all without having to slow down and write code
• Review success rates to ensure execution is reliable and troubleshoot exactly which input or output need alignment