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        The Ultimate Client Experience

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        CloudRadial is an integrated solution that brings together the three areas you’ll need for client success.

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        Deliver more efficient support for clients via web, Microsoft Teams and/or desktop application.
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        Automate processes to save time for account managers while delivering daily business reviews to clients.
        Learn More »

        Co-Management

        Engage clients with education and collaboration with users, owners and even client IT staff..
        Learn More »

        App Marketplace – Connect your favorite apps to CloudRadial.  See all integrations »

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    Using Tokens and Advanced Question Templates in CloudRadial

    Description:

    In this video, we cover using custom tokens and how they apply in dynamic scenarios – particularly with question templates. It’s an advanced-level move that can have huge benefits for scalable management of your CloudRadial tenant. The key is mixing and matching partner and company-level tokens to pull information through smoothly. WARNING – It’s heavily advised that you watch the question templates video first before you watch this. While it’s not 100% different, it covers them in a more basic way and this builds on it.

    Topic: Account Management

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    Australian Pricing

    Pricing
    CloudRadial 500 – 420 AUD/mo
    CloudRadial 1000 – 700 AUD/mo
    CloudRadial 2500 – 980 AUD/mo
    CloudRadial 5K – 1260 AUD/mo
    CloudRadial 10K – 1400 AUD/mo

    Other charges billed at the prevailing exchange rate.

    Details
    Please contact us directly at sales@cloudradial.com to setup billing.

    Integration Type: Embed

    Embedded connections rely on an HTML embed code inserted in the portal to function properly.

    In most cases, this embed code is provided by CloudRadial through the respective integration’s support article. In some rare instances, the embed code may need to be acquired from the integrated tool. In either case, refer to the specific documentation for instructions on where to get the code.

    Integration Type: Email

    Email connections rely on an email address destination to/from CloudRadial.

    Depending on the integration, this email may need to come from the tool itself (such as in instances of webhooks). Other times, the email comes directly from CloudRadial itself. Refer to the specific integration’s setup instructions for more details.

    Integration Type: API

    API connections are secured with a set of keys that need to be generated one time.

    Once the connection has been secured, the tool in question will stay connected to CloudRadial until the key is deactivated. Refer to the article on the specific tool for instructions on generating the API key, as well as where to input it into CloudRadial.

    Bootcamp

    Do you work better in a group setting with peer accountability? Bootcamp is designed to light a fire under you and your peers to get you to become a CloudRadial Master.  See available sessions

    Included in This Plan:

    • Four Group-Based one-hour online sessions (New classes start every month)
    • Course Syllabus with Assigned Homework
    • Matched with Peer Group for Collaborative Learning and Discussion
    • Certificate and Recognition Upon Completion

    Benefits

    • Walks you through how to successfully land, onboard, manage and grow clients.
    • Dedicated Tier 2 coach

    Jumpstart

    Do you need a jumpstart, refresh, or some consultative time to get your client portals set up? Do you want to dive into setting up specific features?  Your priorities are our priorities and we will help you reach your goals faster.

    Included in This Plan:

    • Implementation Assessment
    • Dedicated Tier-2 Coach
    • Four One-hour Professional Services Hours
    • Customized Plan

    Benefits

    • Save time and get there faster with a personalized onboarding plan
    • You'll have a functioning portal you'll be confident to show clients
    • Make sure you are getting the full value of your CloudRadial implementation and using it to successfully Land, Onboard, Manage and Grow clients

    Premium

    For Enterprising MSPs that want customized guidance designed around their MSP to manage the implementation of CloudRadial

    Get a Custom Implementation Plan, Instructional Videos and a Dedicated Coach

    Premium provides a custom implementation plan for different groups within your organization and custom designed training sessions for specific teams. Your dedicated coach will guide you and your team through the entire process and only ends when you have a successful roll-out to your first clients.

    Ramp up Adoption, Usage and Instruction

    Show your clients your new approach to customer service with two customized instructional videos created to show the benefit of your new user portal to Client Admins and End Users.  

    Video one will be targeted to your Client Admins to secure their buy-in and to provide an understanding of the navigation of the portal. Client Admins will thoroughly understand how to submit tickets and service requests so that they can promote adoption, usage, and instruction down to their end users. This video will also provide an overview on additional features only accessible to Client Admins.

    Video two will an provide an overview to the features accessible to end users with a concentration on support. Instruction will be given on how to submit tickets, service requests, and where to access the knowledge base and training materials.

    Included in This Plan:

    • Dedicated Tier-3 Coach
    • Dedicated Discovery Session and Goal Setting
    • 2 Customized Instruction Videos
    • Unlimited Support Sessions
    • Strategy Review

    Benefits

    • We are with you until you've successfully rolled-out your new approach to your first few customers.

    Self-service

    FastTrack Plan

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    Included in This Plan:

    • Custom Domain
    • One-hour Live Onboarding Session
    • Email & Phone Support
    • Unlimited CloudRadial Academy Access
    • Weekly Newsletter Updates

    Benefits

    • All the resources you need to learn and implement on your own
    • 24x7 urgent support

    Schedule a Demo