vCIO/QBR Automation
Deliver QBRs clients appreciate that
deliver better results for everyone.
Prepare QBRs in No Time
If your QBR process involves producing documents and hours of prep time, you’re doing it wrong. Automate QBR prep and free yourself up to
listen and sell more.
Sales Matrix
Get an overhead view of all your clients’ needs to know where to focus your efforts. Quickly identify clients that need the most attention.
Client Scoring
Some of your best sales opportunities lie with the clients you already have. CloudRadial helps you see where the opportunities are.
Account Planner
Give your clients a roadmap of what you’re going to do and when, what you’ve done, and what can for them with a vCIO Planner.
Deliver Insight
Being an MSP is about helping lead from the boardroom, not just report from the server room. Deliver the insights your client will value.
Meeting Tracker
Remind your client of upcoming meetings so they can be prepared to have a conversation right from their portal.
Listen Better
The most valuable part of a QBR is listening to what you client has to say about their business and your service. See how you can listen to your client every day.
Client-facing Dashboards
Fully customizable dashboards put easy to understand data that your client needs at their fingertips any time they need it.
“Before CloudRadial, our QBR process was broken. We spent hour and hours making XLSs and PDFs. But none of it discussed the important issues.”
Chris Copeland
Valiant Technology
Let your QBRs prep themselves
Deliver a business review that your clients will look forward to with minimal effort. CloudRadial offers a comprehensive strategy to grow client relationships with Automated QBRs.
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Client Training
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