Cloud Coach

Customer Success

Deliver ongoing customer success to your clients

1. Initiation

Launch projects from account

2. Timelines

Plan check ins with your customer

3. Resources

Bring in the team to share knowledge

4. Documents

Document and share meeting minutes

5. Controls

Capture bugs and feature requests

6. Finances

Track against account retainers

Success doesn’t stop with customer onboarding, that’s why Cloud Coach lets you run ongoing projects to manage the success of your customers throughout the year. No matter what success looks like for your customers, 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.

Complete

Your Customer 360 view

  • For many if not most companies, between ‘Sales’ and ‘Service’, there is a need to onboard new customers, while this can be done off platform, the only way to ensure you have a full customer 360 view is to use an app native to Salesforce for your customer onboarding. 
  • That way from your account record you can see the full lifecycle of your customer interactions from the start till today. Keeping your whole business on the same to deliver ongoing customers success.

APPLICABLE TO ALL CLOUD COACH TIERS

Manage Stakeholders

Both internal and external

Managing your stakeholders is critical to your success, whether it’s managing your own team, or identifying all the critical stakeholders at your clients.

With Cloud Coach you get full drag and drop stakeholder management including internal and external resource, placeholders and of course RACI definitions.

APPLICABLE TO ENTERPRISE AND ULTIMATE CLOUD COACH TIERS

Run Check In’s

With your customers

Build trust with you clients by presenting them with a best practice agenda before each meeting. Then post meeting sharing the minutes and action items with all the key project stakeholders 

  • Use meeting templates for best practices
  • Leverage coaching notes to ask the right questions
  • Capture & share meetings minutes & actions

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Manage Feature Requests

Along with client issues

If you’re in the technology business as your client base grows, so do the feature requests from your customers.

Cloud Coach lets you collate your feature requests against your customer success projects while linking them to your product development processes, keeping everyone on the same page from start to finish of the process.

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH TIERS

Track Costs

And manage client retainers

Whether your offering Premium success offerings or just managing the cost of your standard success efforts, Cloud Coach retainers are a great way to track and manage the time and cost you spend looking after your clients: 

  • Free & paid retainer tracking
  • Hours or financial metrics
  • Apply rate cards to support offerings

APPLICABLE TO ENTERPRISE & ULTIMATE CLOUD COACH 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.