Customer Onboarding
Successfully onboard your customers in less time
Want To See It In Action?
Check out our quick overview video of how this use case could work for you within Salesforce.
OR view some screenshots of a working solution.
Customer Onboarding - Highlights Video
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
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT 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
Available in Cloud Coach
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
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT 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
Available in Cloud Coach
APPLICABLE TO ALL PRODUCT 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
Available in Cloud Coach
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
Available in Cloud Coach
APPLICABLE TO PROFESSIONAL, ENTERPRISE & ULTIMATE TIERS
Still confused?
Talk to an advisor who can help point you in the right direction
