Videos

A Walkthrough of Bigger Brains Courses in CloudRadial (plus FAQs)

Learn exactly how a Bigger Brains course works for your clients, as well as how to track it as an Admin. … Read More

Adding Bigger Brains University Courses to CloudRadial

Today, we cover how to integrate and set up the Bigger Brains courses within your CloudRadial tenant. … Read More

Creating and Using QuickStarts in CloudRadial

QuickStarts are a great way to help your clients get additional documentation to supplement the tools that they use within their environment. … Read More

Creating a Knowledge Base Article in CloudRadial

Adding your own custom knowledge base articles within CloudRadial helps you keep your users trained and informed on information that’s most important to them. … Read More

Using the Daily Digest in CloudRadial

The Daily Digest can put the messages and notifications that users recieve in CloudRadial neatly into their inboxes, as long as their email settings are set up correctly. … Read More

Using Marketing Lists in CloudRadial

Marketings lists can be an extremely effective way to get contact information for clients that you’d like to target with email campaigns. … Read More

Creating a Course in CloudRadial

Creating a course is a great way for your users to gain knowledge in various fields. Watch this video to learn how to set up courses from start to finish. … Read More

Planner Category Best Practices in CloudRadial

Using planner categories is important because it gives your clients an initial set of services, and their rationale, within their planner. … Read More

Using The Planner in CloudRadial

In CloudRadial, the planner feature helps you build visually appealing IT roadmaps that help put your MSP in the vCIO role, rather than just support. … Read More

Introduction to QBR Planning in CloudRadial

QBRs can become a breeze when you’ve got CloudRadial set up the way you like. … Read More

Introduction to the CloudRadial Service Catalog

With a customized service catalog, your CloudRadial tentant will be ready to present to your clients – but there’s a few things you need to set up first. … Read More

Introduction to Reporting in CloudRadial

To kick the reporting playlist off, we’ll start by setting the goals and objectives of the playlist. Watch this video to learn what the following videos will cover, and why they’re critical to your success in CloudRadial. … Read More

Customizing Report Templates in CloudRadial

Customizing your report templates in CloudRadial will help you create reports that are concise and easily legible for your clients. … Read More

Feedback Through the CSAT in CloudRadial

Using customer satisfaction metrics can help you improve your services to make your clients happier than they’ve ever been. … Read More

Using Report Archiving in CloudRadial

Report archiving gives you a way to centrally manage and organize the additional reports you present to your clients. … Read More

Creating Problem Report Packages in CloudRadial

Problem report packages are the tickets that sync to your PSA (and that your clients use to get your support). Customizing them is a must if you’re going to make CloudRadial your own. … Read More

Creating Custom Service Request Catalogs in CloudRadial

Creating a custom service request catalog is a critical step to ensuring your clients can see exactly what serivces you offer. … Read More

Define ConnectWise or Autotask Ticket Checklists in CloudRadial

Predefine task or checklist items that are automatically added to tickets submitted through CloudRadial. … Read More

Integrating Office 365 with CloudRadial

Using a simple PowerShell script, you’ll provide secure access to the reporting information from Office 365 inside your CloudRadial client portal. This provides Office 365 reporting for your clients and Secure Score reporting for MSPs/CSPs. … Read More

Setting Up and Using Dashboards

Today, we’re learning all about the dashboard feature in CloudRadial. With it, you can visualize data to tell a story to your clients – all while improving visibility. Plus, let’s be honest. Dashboards look cool. … Read More