Customer Onboarding on Salesforce
Transform Your Onboarding Experience Today
Streamline your customer onboarding with Cloud Coach on Salesforce.
Cloud Coach Customer Onboarding: Simplify and Streamline the Onboarding Experience
Cloud Coach offers a powerful, user-friendly onboarding solution built on Salesforce that ensures a seamless, consistent experience for your customers. From the initial sales handoff to project completion, Cloud Coach helps you deliver onboarding projects with ease, driving efficiency and delighting clients.
Seamless Sales to Project Handoff
Turn opportunities into onboarding projects with just a few clicks. Cloud Coach helps you automate and streamline the transition from sales to delivery, ensuring no details are missed and the customer experience stays top-notch.
- Use templates based on Opportunity or CPQ line item details.
- Automatically transfer key data like services revenue directly to projects.
- Keep customers in the loop with real-time project updates.
Track Timelines & Deliverables with Ease
Cloud Coach supports four distinct onboarding methodologies, giving you the flexibility to choose what best fits your process. Visualize timelines, assign deliverables, and keep your team and clients aligned.
- Visualize key deliverable dates.
- Assign responsibilities and monitor progress.
- Share real-time updates with stakeholders.
Align to Client Goals for Higher CSAT
Great onboarding isn’t just about completing tasks on time—it’s about meeting and exceeding client goals. By aligning your project deliverables with customer objectives, you drive better results and higher customer satisfaction (CSAT).
- Align onboarding goals with client objectives for a smoother journey.
- Deliver measurable results that matter to your customers.
- Improve CSAT and increase customer loyalty.
Skills-Based Resourcing for Smarter Staffing
Cloud Coach helps you maximize your team’s capacity with skills-based resourcing. Match the right resources to the right tasks with real-time forecasting, accounting for availability and skillset.
- Find the best person for the job, every time.
- Forecast resources in advance, factoring in time off and other commitments.
- Optimize project delivery with smarter staffing decisions.
User-Friendly Time Tracking to Drive Billable Utilization
With Cloud Coach, your team can easily track time on projects, support tasks, and admin work—helping you ensure accurate billing and efficient project tracking.
- Simplify time tracking for all project-related activities.
- Use detailed insights to improve billable utilization.
- Route time sheets directly to managers for approval.
Why Cloud Coach?
Cloud Coach is the highest-rated customer onboarding, PSA, and success solution native to Salesforce. We help businesses streamline processes, deliver results, and improve collaboration across teams, ultimately driving efficiency and growth.
Ready to see Cloud Coach in action?
Discover how Cloud Coach can transform your onboarding, PSA, and project management processes.
