CUSTOMER INSIGHT AND COMMUNICATION

Say Goodbye to Project Communication Challenges

Although we can all get lost in the details sometimes, you can’t lose sight of your customer relationships. When your project information is scattered across multiple data sources, communicating project updates and details to external stakeholders becomes challenging.

Keep Stakeholders in the Loop with Accurate and Accessible Project Insights

Collaboration with external stakeholders can be cumbersome when using multiple tools and data sources. Cloud Coach simplifies this process by offering integrated communication tools that enhance collaboration and efficiency, while also keeping track of your key project stakeholders.

Manage Stakeholders

To have successful customer relationships, you need to understand who is who! With so many stakeholders 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 – and ensure your critical relationship information is used to help build accurate health scorecards.

Communicate Meeting Notes and Drive Actions

A good customer meeting can provide 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 the important information accurately! With Cloud Coach, you can create best-practice meeting templates, add notes and action items as a meeting progresses, and send to customers automatically.

Choose What to Share with External Project View

Our External Project View enables you to share vital project information with stakeholders seamlessly, bridging the gap between those with access to Cloud Coach, and those without. The External Project View is a unique page that stakeholders outside of our Salesforce org can access – allowing them to send messages and updates throughout a project’s implementation.

Manage Stakeholders

Communicate Meeting Notes and Drive Actions

Choose What to Share with External Project View

"The biggest value add has been having that central tool where we can see what everyone is doing and where things are trending."

Zach Burchaw, Practice Lead, Canidium

Enhance Stakeholder Satisfaction With a Single Source of Project Truth

Inconsistent or fragmented data can lead to dissatisfaction among stakeholders due to perceived mismanagement or lack of transparency. Cloud Coach helps maintain high levels of stakeholder satisfaction by ensuring project data is accurate, accessible, and clearly presented – while also giving you the power to only share what is necessary.

Promote Transparency

Deliver clear and consistent project updates, fostering trust and demonstrating effective management.

Ensure Data Accuracy

Rely on Cloud Coach’s integrated system to provide stakeholders with accurate and up-to-date project information - then share in a single click! No manual copy and pasting into spreadsheets, and no errors.

Build Stronger Relationships

Strengthen stakeholder relationships by offering timely, reliable updates and quickly addressing what matters to them. You can even create external stakeholder-specific dashboards!

Promote Transparency

Deliver clear and consistent project updates, fostering trust and demonstrating effective management.

Ensure Data Accuracy

Build Stronger Relationships

Strengthen stakeholder relationships by offering timely, reliable updates and quickly addressing what matters to them. You can even create external stakeholder-specific dashboards!