New to GuideCX so walking around the system, any tips would be appreciated
Hi
Userlevel 2
Welcome Nikki! Thanks for being a user of GUIDEcx!
Here is my tip:
Don’t hesitate to invite your customers to your project experience. The added transparency will reduce the “Where are we at?” emails and phone calls :).
Have a wonderful day!
Userlevel 2
If you haven’t already, I’d check out GUIDEu and go through as many product training videos as possible to get a handle on how to use your new tool!
Here’s how to get there:
- Click on the support buoy on the bottom left nav bar
- Select the GUIDE University tab
- Start with Trailhead and check out all the offered trainings!
Welcome to the community btw!
Userlevel 3
Welcome Nikki!
Are you a new user at your company - or did your company just purchase GuideCX? I agree with
If you have more high level questions like “where do I start?” - let us know what you need ideas or details on and we will be glad to help. Mapping out your customer journey is the first step - figuring out all the tasks that need to happen, in what order, and who needs to be involved. If you have many types of products - start with the most popular one - and map out the “happy path” ie what steps are needed when everything goes right. Then you can add all the other scenarios later.
Jill
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.