Unlock Success with Cloud Coach Customer Success
Tired of struggling to retain customers and reacting to problems instead of proactively addressing them? Take control of your accounts and maximize their value as never before.
Cloud Coach Customer Success
Benefits
The Evolution of Customer Success
Shift from reactive to proactive account management with Cloud Coach Customer Success. Get real-time insights, customize solutions, and streamline your workflow—all within Salesforce.
Real-Time Insights for Action
Get ahead of issues with real-time account health scorecards from Cloud Coach Customer Success. Whether it’s declining satisfaction, engagement, or relationships, you’ll know when to intervene to keep your accounts on track.
Tailored Solutions for Your Business
Every business is unique, and Cloud Coach Customer Success understands that. Customize our platform to fit your specific needs, whether you’re managing a handful of accounts or hundreds.
Efficiency at Your Fingertips
Streamline your workflow with Cloud Coach Customer Success. Access everything you need in one unified platform within Salesforce, from tracking meetings and emails to managing tasks and stakeholders.
Empower Your Customer Success Team
Key Features
CUSTOMER SCORECARDS
Key stats at a glance
Our customer health scorecards in Salesforce provide a comprehensive view of a customer’s overall health, all from a single view.
ACCOUNT VIEW
Never miss the big picture
The Account View’s insights means your team can provide the proactive support needed to drive long-term customer satisfaction and retention.
MANAGE STAKEHOLDERS
Track health and responsibilities
With so many projects on the go, it’s essential that you keep track of your key players! See who is involved, record any changes to your key stakeholders and even record important customer health metrics..
ALL YOUR MEETINGS IN ONE PLACE
section for all meetings and minutes
Never lose your customer meeting notes again, with Cloud Coach’s minutes and meetings in My Day. You can search meetings for keywords, filter by date range or action status, and even create a new meeting in just a couple of clicks.
TRACK PROJECT TIME
Record billable or non-billable customer work
Some businesses want to track time on project based deliverables, some on customer service, and others on sales effort. Cloud Coach accommodates all those needs and more l
Want to see Cloud Coach Customer Success in action?
With Cloud Coach Customer Success, you can maximize the lifetime value of every account and drive growth for your business. Say hello to proactive account management and goodbye to reactive firefighting.
