Cloud Coach

Customer Onboarding

Successfully onboard your customers in less time

1. Initiation

Automatically launch projects when opportunities close

2. Timelines

Share planned timelines with your client

3. Resources

Put the winning team together

4. Documents

Capture customer goals & requirements

5. Controls

Manage change and risk

6. Finances

Track time and costs

With Cloud Coach’s full suite of Customer Onboarding tools, you can onboard your customers successfully in less time. Whether your onboarding process last days or months, Cloud Coach helps you do more with less by maximizing the efficiency of your team.

Want To See It In Action?

Choose from a quick overview, or if you have more time, why not take a deep dive?

Of course we can’t cover everything in these videos, so if there are other features you’d like to see, feel free to request a demo.

Launch Your Onboarding

Right from your opportunities

Make sales handoff a breeze by launching projects from your opportunities. Leverage templates to drive best practices through your company and keep your whole updated on progress by displaying your onboarding projects status back to your opportunity and account records:

  • Turn opportunities into projects at any point in the sales cycle
  • Automate project creation using templates
  • Share project progress on the account

APPLICABLE TO ALL CLOUD COACH TIERS

Keep Your Customers Informed

Share your always live, project overview

Now you’ve created your project, and planned out what tasks need to happen when, along with your key milestone dates. Why not build trust with your customers by sharing this information in real time using our ‘External Project View’ with lets you

  • Share project timelines and more
  • Update information in real time
  • Control what information is shared

APPLICABLE TO PROFESSIONAL, ENTERPRISE & ULTIMATE TIERS

Put the team together

Easily find, assign and notify your team

With your project created it’s time to select the team to deliver success to your customer. With Cloud Coach you get resourcing capabilities that grow with each tier, from speedy one click assignment (all tiers) to advanced skills-based resourcing in our Enterprise tier. So that as your resourcing needs grow, Cloud Coach grows with you.

  • Easily find your favourite team members
  • Assign out task individually or on mass
  • Notify your team what they need to work on

APPLICABLE TO ALL CLOUD COACH TIERS

Capture Key Documents

Meetings, goals, requirements & more

Successful onboarding is about much more than managing timelines, a document strategy is critical to overall success. With Cloud Coach we have document capabilities that grow with each tier, from file and link storage (all tiers) to meeting management in our Enterprise tier.

  • Store relevant files and links
  • Record & share meeting minutes and actions
  • Capture & deliver against requirements

APPLICABLE TO ALL CLOUD COACH TIERS

Manage the unknowns

Risks, issues, and change management

Like life, your onboarding projects don’t always go to plan, key client stakeholders might leave, unforeseen issues crop up, and customer change requests are the sort of unknowns that you might need to manage during your delivery.

  • Capture and plan for risks
  • Track and resolve issues
  • Manage the schedule and cost impact of change requests

APPLICABLE TO ENTERPRISE & ULTIMATE TIERS

Track Time & Costs

And get visibility into project profitability

Whether you’re delivering fixed price or time and materials projects, tracking your planned and actual costs is an important part of your overall project picture. With Cloud Coach you can track billable and non billable time on all your project work, and with our Enterprise tier you can also capture project expenses and include this information into your invoices:

  • Billable & non billable time entries
  • Capture of planned vs actual cost of expenses
  • Track value metrics & create invoices

APPLICABLE TO PROFESSIONAL, ENTERPRISE & ULTIMATE TIERS

Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

Schedule a bespoke demo with one of our project specialists.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.