As your Onboarding Partner, GUIDEcx is always looking for ways to help you work better together with your internal teams to provide a seamless onboarding experience to your customers.
One way that we’ve been able to help is with our Recipe Builder!
GUIDEcx provides an integration solution (Recipe Builder) for you to connect GUIDEcx to your CRM (and countless other softwares) to pass data to and from GUIDEcx.
This month we’re highlighting our two most popular integrations, Salesforce and Hubspot.
You might be wondering,
“Why should I bother connecting GUIDEcx to my CRM?”
To which I say,
“Great question! We recommend it because it can save you so much time!”
How does a GUIDEcx <> CRM integration save me so much time?
Think of all the important information that goes into a Salesforce opportunity that you have to manually migrate into the onboarding project! Things like:
- Main Point of Contact name and email
- Type of service package purchased
- Custom data (like company size, ARR, etc)
- and more!
We are so convinced that integrations save time that we are hosting two webinars this month. You can RSVP below:
May 16 - Salesforce Setup Guide
May 23 - Hubspot Setup Guide
Don’t worry if you can’t make it, we’ll share the recordings in GUIDEu (our online academy).
This is a great idea and a big step for improving the customer experience. Some companies take days or weeks to get onboarding started after a contract is signed. With this CRM integration in place, a customer can receive an invitation to their onboarding project on the same day they sign their contract. That’s a big deal!
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