Faster Onboarding.
Healthier Renewals.
Happier Customers.

The Salesforce-native services platform that helps customer success teams automate onboarding, project health scoring, and renewals.

Onboarding Teams 4
Onboarding Teams 5 mobile
Onboarding Teams 2 mobile
Onboarding Teams
Onboarding Teams 2
Onboarding Teams 1
Onboarding Teams 3
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Onboarding delays and poor customer ramp-up

Where Momentum Breaks Down

Visual
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Inconsistent playbooks across regions or CSMs

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Lack of visibility into project health

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Losing momentum after go-live

How Cloud Coach Helps

Capability

Salesforce Opportunity Triggering
0 %
Onboarding Playbooks
0 %
Project Health Scoring
0 %
CSAT / Sentiment Tracking
0 %
Post-Onboarding Optimization
0 %

What It Delivers

Launch onboarding at closed-won, automatically
0
Deliver consistent experience across accounts
0 %
Flag risk before renewals are impacted
0 %
Understand how onboarding impacts NRR
0 %
Tie delivery to long-term account growth
0 %

Outcomes That Matter

40%

Faster Onboarding Timelines

Execution First

27%

Increase in CSAT Post-Onboarding

Untitled (7)

25%

Higher Renewal Likelihood When Onboarding Stays on Track

Do More With Less

Why It Matters to Every Buyer

Drive Retention With Seamless Service Delivery

Cloud Coach helps Customer Success teams deliver consistent, transparent onboarding and renewal experiences that keep customers engaged and growing.
Head of Customer Success
Head of Customer Success
Head of Customer Success

Onboard Faster, 
Impress Sooner

From kickoff to adoption, Cloud Coach streamlines onboarding workflows so teams launch projects faster, track progress easily, and prove value early.
Director of Onboarding
Director of Onboarding
Director of Onboarding

Connect Every Post-Sales Process

Cloud Coach unifies onboarding, delivery, and success operations inside Salesforce so teams work from one source of truth and scale customer impact with ease.
CS Ops and Enablement leaders
CS Ops and Enablement leaders

Head of Customer Success

Head of Customer Success
Head of Customer Success
Head of Customer Success

Drive Retention With Seamless Service Delivery

Director of Onboarding

Director of Onboarding
Director of Onboarding
Director of Onboarding

Onboard Faster, 
Impress Sooner

CS Ops and Enablement leaders

CS Ops and Enablement leaders
CS Ops and Enablement leaders

Connect Every Post-Sales Process

Trusted on G2 and Salesforce
AppExchange

Backed by real users Group 1437259122 (1)

Easiest To Do Business With
Best Support
High Performer
High Performer
High Performer
Users Love Us
Users Most Likely To Recommend

Explore the Onboarding-to-Renewal Flow

Cloud Coach brings clarity and control to every step of the customer journey.

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