CloudRadial FastTrack with Expert Help and Implementation

CloudRadial FastTrack

Let Us Help You Get Started. 

No matter how user friendly or intuitive CloudRadial is, training is important to realize the technology’s full capabilities. Training drives adoption. 

We have a plan for you so you’ll have a plan for your customers.

Get a structured learning experience to roll out CloudRadial faster, with more confidence and a proven path for client success – for only $495.

In 4 sessions, we will cover:

  • Service Catalog & Ticketing
  • Reporting
  • QBRs & Account Planner
  • Communication with Clients
To ensure your success, all courses must be completed within the first 30 days of the first scheduled meeting. To learn more about our FastTrack Agreement, click here.

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Not a CloudRadial Partner yet? Order a new subscription plus FastTrack – click here.

Save Time and Roll Out CloudRadial Faster for only $495

Service Catalog & Ticketing

Let us help you communicate to your clients what you can do for them.

How to build service catalog content

How to build problem report tickets for self-triage

How to build service request tickets for cross-selling and up-selling

How to organize companies and users in groups

How to customize your client portals with feature sets

How to build content and power it to save time

Reporting

Let us help you communicate to your clients what you have done for them.

How to deploy agents to end-user workstations and servers

Understanding the data presentation to clients for data governance and compliance

How to create policy content and organize by client

How to create tickets based on policy exceptions

How to use and manage reporting archives

How to create client PDF reports

QBRs

Let us help you communicate to your clients what you will do for them.

How to create an effective product catalog

How to create account planner items content, based on company needs

How to present the account planner IT roadmap to clients

How to score clients

How to review consolidated account planner reporting

How to build a sales matrix, manage meeting notes and follow up

Client Communication

Let us help you effectively communicate with your clients.

How to utilize and edit sample content provided

How to build your knowledge base

How to build quickstarts, course and message content

Proactive account management

How to utilize CloudRadial and MailChimp for marketing

How to send broadcasts to clients

How to enable daily digests to clients

Understanding the different methods of communicating