CHAPTER 1
Meets Requirements
1. G2 users rank Cloud Coach higher for meeting your Customer Onboarding requirements
There are no two businesses alike. So, why would you choose a Customer Onboarding solution that isn’t a good fit for your company?
Many of the AppExchange products started out as simple Salesforce project management applications, with Onboarding features added on later.Â
Yes, these solutions can meet some Customer Onboarding requirements, but they don’t necessarily have the breadth and depth required to meet the unique requirements of your organization across the lifespan of a project; from CPQ all the way through to resource utilization, change control, and ultimately billing.Â
With Cloud Coach’s full suite of Customer Onboarding tools, you can take your services organization to the next level. Whether you’re dealing with Fixed Price or Time and Materials deliveries, Cloud Coach helps you do more with less by maximizing the efficiency of your team.
Cloud Coach has empowered us to move off of different systems to streamline and optimize our processes, which has allowed us to manage projects more efficiently, log time, and have more clear reporting across the business.
Jackson Witherill, Senior Product Management Associate, Athena Health
CHAPTER 2
Ease of Use
2. Cloud Coach is easier to use than other Customer Onboarding solutions
There are lots of variables to consider while looking for the right solutions for your company, such as data security and prices. Knowledge, on the other hand, is something that’s often disregarded.
Salesforce is already in use at your company. And you’ve probably invested in your personnel, ensuring they have the necessary training to perform the duties of a Salesforce admin. If you want to use a solution that isn’t built on the Salesforce platform, you’ll need to train even more members of your team on how to use a third-party onboarding tool. The majority of your training is already completed if you choose a Salesforce-native Customer Onboarding solution. If you can use Salesforce, you can use Cloud Coach!
Cloud Coach also allows you to templatize and automate your repeatable processes meaning you’ll be able to follow your organization’s best practices, while also saving time during project creation and set up.Â
What really sets Cloud Coach apart from the competitors here is our thoughtfully designed user experience – with easy on the eye reports and dashboards allowing users to take their Salesforce knowledge and intuitively take their organization’s Customer Onboarding to the next level.
Easy to implement, Gantt Charts that are easy to use and share. Allows time tracking, which in turn allowed a user to see how profitable a project is.
Cloud Coach G2 Review
CHAPTER 3
Ease of Setup
3. Cloud Coach is easier to set up than other Customer Onboarding solutions
Without the proper assistance, installing new software can be a time-consuming process. However, at Cloud Coach, we strive to make the journey as simple as possible. After all, time spent on setup detracts from time spent on your valuable Customer Onboarding projects.
Setting up Cloud Coach for our Starter and Team tiers is so simple that you can do it yourself! With our team on hand to offer advice and our Self Installation Guides (complete with easy-to-follow video tutorials), getting started with Cloud Coach doesn’t have to be difficult.
One of our product specialists is on hand to guide you through the process for our Enterprise and Ultimate tiers.
Easy of use and great UI! The screens are clean and uncluttered making for easy navigation which helps drive user adoption.
Cloud Coach G2 Review
CHAPTER 4
Ease of Doing Business With
4. G2 users say it’s easier to do business with Cloud Coach
Purchasing software should be simple. If you use a Salesforce-native app for Customer Onboarding, you can skip the lengthy security check stage entirely… because it was already completed when your organisation introduced Salesforce!
However, things aren’t always straightforward, and obstacles can appear where they shouldn’t. From unanswered emails to pushy salespeople, or even messy handoffs, there’s always the possibility that things will be more difficult than they need to be.
As evidenced by our G2 customer reviews, we take pride in being open and honest with our customers. We join our customers on their journey, from determining the best solution to providing ongoing support.
True professionals support the entire experience. From a consultative sales process with Andy to a customer experience that provides genuine insights, I always felt supported throughout the journey.
Cloud Coach G2 Review
CHAPTER 5
Quality of Support
5. The Customer Onboarding solution with the best support
We place a high value on our customers’ success, and we devote a significant amount of time and resources to ensuring that they have access to all of the tools they need to get the most out of our platform.
In addition to our rigorous training and certification programme, which explains how your admins can harness the Salesforce knowledge already within your organization, we have a team of product experts and customer success managers on standby to assist anyone utilising Cloud Coach.
Because your users are already familiar with Salesforce, using a Salesforce-native product like Cloud Coach removes any hurdles to adoption within your company right away. But to help our customers on their way, we have also launched an online Academy  to make sure users always have access to the best Cloud Coach knowledge and best practices.
The support team at Cloud Coach has been incredible answering our questions and helping us utilize the tool in new and unique ways we didn’t expect.
G2 Review
CHAPTER 6
Product Direction
6. Cloud Coach’s product direction best for Customer Onboarding
When assessing your organization’s Customer Onboarding needs, you must perform a delicate balancing act.
You may find a solution that meets your needs in the short term, but does the product roadmap meet your needs in two or three years? If you get it wrong, you could end up investing in an expensive and out-of-date solution, causing your company to fall behind competitors who have access to more cutting-edge technology.
At Cloud Coach, we listen to our customers to ensure our products reflect their wants and needs, and we can truly add value to their organization.Â
Our product roadmap reflects the constant dialogue we have with our customers. If there’s a new feature we’re working on? You can be sure our customers will have been involved. At Cloud Coach, we think that the best software is never finished, so our products are constantly evolving to meet the evolving needs of our customers.Â
Our ability to track time across a portfolio of projects and report on the time has gotten a whole lot easier.Â
Cloud Coach G2 Review
CHAPTER 7
Recommendations
7. Looking for a Customer Onboarding software provider? Listen to your friends.
If you’re looking for a Customer Onboarding solution on Salesforce, it’s always useful to consider a solution that really works for people. At Cloud Coach, we’re lucky that our customers are our biggest advocates, and as much as we truly believe in the power and potential of our product, we would always encourage you to listen to our customers first.
92% of Cloud Coach users would recommend our software to their friends or colleagues, according to G2. You’ll already have seen some of the customer reviews from G2 that we’ve included throughout this eBook, but if you’d like to see more of our customer testimonials for yourself, there’s plenty of places you can go including our 5* reviews for Cloud Coach Enterprise, our solution for project management and PSA for Salesforce.Â
When you use salesforce for your sales and service processes Cloud Coach is a must.
Cloud Coach G2 Review
Report based on G2 reviews as of 19 January 2022
