Customer Onboarding
With Cloud Coach’s user-friendly interfaces backed by the powerful Salesforce platform you can deliver onboarding projects of all shapes and sizes, consistently and successfully, delighting your clients and setting your business up for success.
What was previously the job of three people is done by one.
Start your onboarding trail here
Sales to Project Handoff
Turn your opportunities into onboarding projects
Use your best practice project templates and Salesforce automation to easily create projects from your opportunities, helping you deliver a consistent customer onboarding process time after time.
- Select template(s) based on Opportunity or CPQ line item details
- Automatically pass details from Opportunity to the Project such as ‘Services Revenue’
- Share Project details with your Customer in real time
Sales to Project Handoff
Single click projectsTrack Timelines & Deliverables
TRACK TIMELINES & DELIVERABLES
Manage your projects as you see fit
Cloud Coach is unique in supporting four onboarding project methodologies, so you can pick the type of project that works best for your onboarding processes and:
- Visualize key deliverable dates
- Assign deliverables to your clients
- Share real time updates with project stakeholders
ALIGN TO CLIENT GOALS
And see your CSAT rocket
Completing your project on time is not enough alone to ensure a successful customer onboarding project.
If you want to drive CSAT scores up across your customer journey, then you also need to deliver against the goals of your onboarding project, both those of your customer, and those of your CS team.
Align to Client Goals
Skills based resourcing
Skills Based Resourcing
Staff smarter and improve delivery capacity
Make the most of your resource pool and find the right person, with the right skills using real time resource forecasting.
Leverage placeholders and track availability with our multi-level skills based resourcing engine, factoring in not just work on other projects, but also out of office time such as PTO & vacation.
USER FRIENDLY TIME TRACKING
Helping you drive better billable utilization
Your team works on multiple items during the week, so it’s important to give them a user-friendly way to capture time in a timely manner, so you get accurate data for your reporting and billing.
With Cloud Coach your team can track time on project work, support work, admin time and more. Then, at the end of the week, time sheets can simply be routed to the relevant manager(s) for approval.
User Friendly Time Tracking
View Client Stakeholders
View Client Stakeholders
Along with their project deliverables
Capture the key stakeholders from your customers whose input will be needed to make your onboarding initiative successful.
Assign the deliverables you need your client to deliver out to relevant stakeholders to keep them accountable and your project delivery timeframes on track.
Documents and Meetings
See the full picture around your project
Capture all your project documentation in one place, so your team always knows where to find the right piece of information.
Build best practice agendas and coaching notes into your meeting templates to decrease training time for your new hires. Capture meeting minutes, and action items during your meeting then share meeting minutes with your attendees with just one click.
Documents & Meetings
Risks, Issues, Change Requests
Risk, Issues & Change Requests
Maintain control of your onboarding projects
Proactively manage the unknowns against your Project to keep on schedule and deliver maximum value.
Maintain your ‘Risk Register’, ‘Issue Log’ and manage ‘Change Requests’ as they arise, to keep your onboarding under control.
Reports & Dashboards
Track all your key metrics in real time
All the data your team captures with Cloud Coach can be reported upon 24 hours a day, 7 days a week from anywhere in the world.
Tailor your onboarding dashboards to what your team needs to see, be it ROI, utilization, health, task status, milestone performance and more.
Reports & Dashboards
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.
