“Recipe Builder has been instrumental in allowing us to scale our operations between core platforms that our company uses. With Recipe Builder, we have been able to create complex triggers between Salesforce and GUIDEcx that allow seamless automation to reduce redundancies and manual processes. Internal teams who predominantly work out of Salesforce can continue to work from there while critical updates get pushed to Guide, allowing our projects to move along smoothly without juggling multi...| GUIDEcx
CUSTOMER ENGAGEMENT PORTAL| GUIDEcx
COMMUNICATION TOOLS| GUIDEcx
ADVANCED REPORTING| GUIDEcx
PROCESS AUTOMATION| GUIDEcx
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Build confidence with your new customers| GUIDEcx
With all of GUIDEcx’s helpful project management and client onboarding tools, you may wonder why we created a resource management feature. Resource management is essential to business operations, especially in client onboarding. As business leaders can manage their resources well, they can better meet the challenges of their business—and helping businesses overcome challenges is what GUIDEcx is all about. | GUIDEcx
PROJECT + TASK MANAGEMENT| GUIDEcx