Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Time to value reduced by 20-25%
One Salesforce single source of truth
Templates created for every client type
“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.”
Michelle Bergquist
Senior Manager, Onboarding
Key Capabilities
The challenges
The solutions
The challenge
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.The solution
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.
The challenge
Flowhaven needed to find a way to manage customers through the onboarding process in a more timely way.The solution
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 challenge
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.The solution
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.No Workarounds.
No Lost Hours.
Want to See
Take control of your services delivery with a PSA that works as fast as you do.
