Self-Paced Online Academy Training
Access technical setup training for any user on your team to learn how to use the portal - from service form setup to QBR best practices.
Includes these modules for the ultimate client experience
Optimize your service desk with smart ticketing and self-service
Deliver self-service reporting and QBRs 24/7/365
Offer a collaborative approach that elevates engagement
Track and report endpoints and software for compliance
Self-service features, integrations, and automations in one interface
Extend CloudRadial with these third-party options
Access technical setup training for any user on your team to learn how to use the portal - from service form setup to QBR best practices.
Stay confident in your Jumpstart with a dedicated specialist that helps answer questions and guide your successful deployment.
Get customizable material to look professional as you present your MSP’s brand-new portal – including emails, flyers, checklists, and more.
Focus on deployment without getting lost or overwhelmed with an action plan showing your next steps and current launch status.
We recommend having anyone responsible for client relationships present. While there may be some technical setup, most of Jumpstart is focused on launch messaging and execution.
Yes. Every session that you complete with the implementation specialist will be recorded and sent to you. Recordings expire after 30 days, so be sure to download these recordings if you plan to keep them.
Your dedicated implementation specialist (IS) will be your primary point of contact. You may require additional technical support during setup and technical configurations – but the IS can help coordinate this support to ensure that you stay focused on deployment and the benefits that come with it.
Your implementation specialist will be available to you until your first successful portal deployment to a single client company. Typically, this is 30 days from the first scheduled Jumpstart session, but exceptions can be made based on circumstances (holidays, sickness, schedule conflicts, etc.).
Immediately, although your implementation specialist may have you focus on other facets of launch preparation before focusing on them, if you require ample time to customize them, please ask your implementation specialist to share them whenever is most convenient for you.
They are shared with Canva (https://www.canva.com/) and can be edited directly from there on the web with a drag-and-drop interface. Account creation is required with Canva, but note that it is free.
Once the first successful portal deployment is complete, the Jumpstart period is over. You will retain access to all resources except your dedicated implementation specialist.
You will be assigned a client success manager that will continually check in on you to ensure your future deployments go smoothly.
If you require additional help, such as through professional services, they can also connect you to them.
After completion, you’ll move to a success manager. He/She will be your point of contact and guide to continue to your journey with us.
For general support issues, you may go directly to support (support@cloudradial.com).
Our implementation process is designed to have you up and running within 15 to 30 days. Your specialist will guide you on training, customization, and help with launching your first client.