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Customer Onboarding Platform For New Clients

Getting your customers on board and ready to use your software isn’t an easy task. Fortunately we are here to help.

Yoav Einav
Nov 16, 2023
8
min read

Getting your customers on board and ready to use your software isn’t an easy task. Fortunately here at Guidde we know how to help you do it in a secure and pain-free way.

Guidde is the best solution for customer onboarding

Here at Guidde, we know that information is power. Thanks to our software suite you’re able to build libraries of videos and share them with your customer base within seconds. Our video sharing is available for free up to a limit of 1000 minutes, with subscription packages available if you need to expand further. 

Our content is there forever, meaning that your customers can pause and come back to it as they require and have refresher sessions if they need it at any point. You’re also getting much more bang for your buck, with any content hosted being available to any number of clients. Instead of having to go through repetitive phone calls or email chains that take so much time and effort to maintain, you simply upload a video for anyone to watch and make use of.

Digital onboarding for digital clients

Employee Enablement

Guidde is all about video, but it’s also about connectivity. You can access our services from all over the globe, so no matter where your customers are you’re able to respond to them and provide them with the information they need at the touch of a button. 

Completely digital onboarding also means that you can get the information to your clients for them to use as and when they please, so there’s no need to worry about coordinating across time zones or thinking about when the other party is going to be awake and working.

We also give you the ability to choose who gets to see your content and when, with what we term a “space” being the area where videos can be accessed. You can limit what content is available to who on a subscription basis, or just have a free for all with everything being available to everyone.

If you take the second route, you’ll want to take advantage of our siloing features, designed to let you lay out your content in an intuitive and easy to access way. In the digital age it’s more important than ever to make your content quick and easy to access, and our spaces more than fulfill that criteria.

Customized program for each customer

Of course, we’re not simply an instruction manual. Guidde features communications between you and your clients, with the ability to leave ratings feedback and even reply with messages or short videos. It’s a nurtured relationship that has a far more personal touch than simply reading out of a book.

With our real-time tracking features and two-way communications you can get feedback on specific videos and/or issues, with the ability to put a solution to a problem directly into a customer’s inbox while you work on a more polished, professional version of the solution to put in your library. 

You can also customize the content that each of your clients sees, with an unlimited number of spaces and storage meaning that you could even create one per individual customer! With the ability to copy over content and link to other spaces, you’re able to completely customize what’s available to who at what time, and add or remove content within seconds.

Nothing says you care about your customers more than looking at their individual needs and wants, which we’ve enabled you to do easily with our analysis tools. With our search tracking and real-time watching analysis, you’re also able to see what your clients are focusing on and where they’re spending the most time on an individual basis. Using this you’re able to see where they might be struggling, what they’re interested in and share more information with them accordingly. 

Guidde's platform - benefits & advantages

When it comes to Guidde you’ll be hard pressed to find a better video sharing suite. We offer unlimited viewers on any license level, even the free package which we offer to let you get a feel for our product before buying! 

Guidde offers both Connect and Enterprise packages, with a few differences between them. The basic Connect package will net you five licenses to create content that can be seen by any number of clients, along with:

  • Easy to use in-app recording, including video and screen recording.
  • An unlimited amount of video playbooks.
  • The ability to search through transcripts to find specific information.
  • Auto-tagging and auto-transcription, for when you’re in a rush and don’t want to type out everything you’ve just said.
  • Our advanced video editing software.
  • An unlimited number of spaces, letting you share your content freely around the globe with no worrying about size limits or running out of storage space.
  • The ability to view videos an unlimited number of times, with an unlimited number of viewers for each.
  • Integrations with Slack, Zoom, Google Drive and many other commonly used pieces of tech.
  • Insights and analytics into the past 180 days of your spaces.

If you upgrade to the Enterprise package, which offers unlimited content creator licenses, you’ll also have the following:

  • 24/7 support
  • A shared Slack channel for easy signposting and communication.
  • A dedicated Customer Success Manager (CSM) who’ll be there to help you through the process.
  • A 99% uptime Service Agreement (SLA), meaning we’ll guarantee to keep your information available 99% of the time.
  • An additional integration with Single Sign On (SSO) software, giving you peace of mind that your data will be secure.

Remember, you can still give video access to your customers with the Free package, though there is a limit to the amount of video content you can upload (around 1000 minutes total). 

If you’re looking to simply create instructional videos about your software and share them with your customer base, you’re probably best off going for our Connect package. 

For more advanced use with a back and forth between users for a more collaborative rather than instructional use, look to our Enterprise package for the higher connectivity! It’s up to you to decide what’s best for your business, and you can always change your mind.

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