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How Cloud Coach Revolutionized Bamboo Health's Customer Onboarding

Bamboo Health, the leader in Real-Time Care Intelligence™, delivers actionable insights on a patient’s physical, behavioral and social health – empowering healthcare professionals to provide the right care at the right time for the right outcomes.

Customer Onboarding

Louisville, KY

Hospitals and Health Care


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Transformed Project Management Efficiency

Complex spreadsheets replaced, streamlining project management and eliminating collaboration challenges

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Improved Reporting and Tracking

Effective project progress tracking and timely status reporting, enhancing transparency with customers

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Seamless Handoffs and Quick Initiation

Smooth transition from sales to operations, with automated project initiation helping deliver faster results to clients

“We’re excited about the automatic project initiation that could be started right from Salesforce and flow into our implementation process in Cloud Coach.”

Charlotte Yee

Manager, Behavioral Health Services, Bamboo Health

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The challenges

The solutions

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In less than an hour, let us show you why Cloud Coach is the highest-rated Customer Onboarding & PSA solution native to Salesforce. 

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