“Cloud Coach has been able to help us forecast our pipeline better coming from sales to onboarding. In the mid stage of a sales cycle we set up automatic project creation so that I as the onboarding manager can see what deals are coming down the pipeline.
“Likewise, once we do get a customer in onboarding I’m able to forecast our tasks out to have a better sense of the key milestones over the several months of the project.”
Michelle Bergquist
Senior Manager, Onboarding
Flowhaven is a people-focused licensing suite that helps modern teams collaborate, communicate, and create thebest products possible
Industry: Computer Software
Employees: 50
Achievements
Time to value reduced by 20-25%
One Salesforce single source of truth
Templates created for every client type
Challenges
Solutions
Flowhaven’s implementation process is quite complicated and technical with a lot of variables. Before Cloud Coach, Flowhaven’s main challenge was keeping track of each client’s product implementation journey. Flowhaven, which is built on Salesforce, also used a number of different systems throughout the implementation process.
With Cloud Coach and FlowHaven both built on Salesforce, Flowhaven is now able to have Salesforce as its single source of truth.
Flowhaven is now able seamlessly integrate all of its information directly into Cloud Coach, allowing previously manual tasks to now be automated.
Flowhaven needed to find a way to manage customers through the onboarding process in a more timely way.
With Cloud Coach Flowhaven has been able to create templates for each client type, allowing them to automate tasks and make processes more efficient, allowing the organization to scale.
One benefit about Cloud Coach is the dependencies. There are many aspects in the Flowhaven setup that are dependent on something else being done first. Now these constraints can be both built in and tackled more effectively.
The big pain point Flowhaven had was time to value. It was taking upwards of a year to get a client onboarded to Flowhaven, which is a very technical product.
Within the first year of using Cloud Coach Flowhaven estimates that time to value have been reduced by about 20-25% for clients on average.
Want to Learn More?
We’d be happy to provide a custom 1:1 demo on how Cloud Coach can benefit your business.
