Customer Success On Salesforce
Cloud Coach Customer Success is a comprehensive account management solution tailored for CSMs and Account Managers. Track account goals, tickets, and stakeholders seamlessly, while gaining insights into the full customer journey, from onboarding to renewal, with detailed Customer Interactions tracking.
The biggest value add has been having that central tool where we can see what everyone is doing and where things are trending.
Start your success trail here
Customer Scorecards
Key stats at a glance
Our customer health scorecards in Salesforce provide a comprehensive view of a customer’s overall health, all from a single view.
By tracking metrics such as usage, engagement level, support interactions, and customer analysis Cloud Coach provides your CSMs with the tools they need to build stronger customer relationships… meaning fewer surprises when it’s time for renewal!
Customer Scorecards
Account View
account view
Never miss the big picture
With Cloud Coach’s Account View, you can see those all-important customer success scores for all of your accounts – including arrows and color-coded warnings indicating when a score is trending down (or up!).
The Account View’s insights means your team can provide the proactive support needed to drive long-term customer satisfaction and retention.
Manage stakeholders
Track health and responsibilities
With so many projects on the go, it’s essential that you keep track of your key players! With Cloud Coach, you can see who is involved, record any changes to your key stakeholders and even record important customer health metrics such as individual stakeholder health.
Manage Stakeholders
All Your Meetings in One Place
All Your Meetings in One Place
Meetings section for all meetings and minutes
Never lose your customer meeting notes again, with Cloud Coach’s minutes and meetings in My Day. You can search meetings for keywords, filter by date range or action status, and even create a new meeting in just a couple of clicks.
- Create meeting templates for recurring meetings
- Score customer interactions
- View all past and upcoming meetings and notes from one place
Track project time
Record billable or non-billable customer work
Some businesses want to track time on project based deliverables, some on customer service, and others on sales effort. Cloud Coach accommodates all those needs and more letting you:
- Track time on project work
- Track CRM work such as cases or opportunities
- Record billable work and view drawdown against customer entitlements
Track Project Time
From Retention to Revenue Generation
How to Monetize Your Customer Success Operations
Unlock Growth Potential: Monetizing Customer Success Operations! Learn to retain, upsell, and personalize services for revenue generation. Don’t leave money on the table. Let’s maximize success together!
Want to Learn More?
We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit your business
