Customer Health
Start your Resourcing trail here
Customer Scorecards
One view of your customer
Our platform consolidates the data from your key post-sale processes – onboarding, professional services, and customer success – into a single health scorecard. By breaking down data silos and integrating workflows, we deliver the first true single health scorecard on the Salesforce platform.
- Say goodbye to working across multiple systems, to different KPIs and different health metrics
- Provide the proactive support needed to drive long-term customer satisfaction and retention by identifying and addressing potential issues early with real-time alerts and trend indicators
- Track health metrics such as usage, client projects, stakeholder engagement and support interactions
Sales to Project Handoff
Sales to Project Handoff
Run Higher Value Meetings
Align with your customers on next steps
Meetings are a critical component when it comes to driving customer health. They ensure clear communication, alignment on objectives, create an opportunity to identify and resolve issues, and even provide your customers with important status updates… so long as you’re recording information accurately! Thankfully, we can help.
- Create meeting templates for recurring meetings and view all past and upcoming meetings and notes from one place
- Score customer interactions immediately after client calls
- Search meetings for keywords, filter by date range or action status
Stakeholder Engagement
Understand health and responsibilities
With so many stakeholders at your customers to manage across multiple departments, each with their own unique objectives and changing roles, it’s essential that you keep track of your key players!
- Create organization charts to fully understand who the key players are
- Capture stakeholder health along with any status changes to the key stakeholders
- Plan ahead by understanding the business impact of any stakeholder changes
Align to Client Goals
Skills based resourcing
Roll up Project Information
Three teams, one health score
By using one platform for your post-sales processes, you can incorporate both onboarding and professional services project data into customer health scores, in addition to your existing customer success metrics – providing a true 360 degree view of the customer experience, from initial onboarding through to ongoing support.
- Assess customer engagement, satisfaction, and potential risks more accurately
- Ensure proactive management and improved retention, by allowing your team to see the bigger picture
- View the context behind your customer health scores, with more data than ever before
Maximize Customer ROI
Understand profitability at the account level
Without accurately tracking time, it’s impossible to know which accounts are delivering you value and which accounts are straining your critical business resources. By combining this information with your customer health score, you can:
- View your customers drawdown against their entitlements
- Direct key resources to your high-value clients
- Prioritize accounts for upsell based on health scores and other key data
User Friendly Time Tracking
Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
