Introducing Drag and Drop Automations

CloudRadial's VP of Product, Ricky Cecchini,  talks about our new Drag and Drop Automations feature.

Partner Testimonial: Sure Systems

Dan Scheuerman with Sure Systems discusses his experience with CloudRadial.

Drag and Drop Automations Webinar

Jeff Farris, CEO and President of CloudRadial, and Ricky Cecchini, VP of Product, CloudRadial, as they take a deep dive into the new Drag and Drop Automations feature. 

Partner Testimonial: TransformITive

Joe Markert with TransforITive discusses his experience with CloudRadial. 

CloudRadial's Unified Client Portal for MSPs Quick Overview

An overview of the power of CloudRadial Client Service Automation Platform and Unified Client Portal.

Unleashing the Power of Self-Service: How to Elevate Your MSP to New Heights

Jeff Farris (CEO), Ricky Cecchini (VP Product), and Ted Roller (Chief Revenue Officer) dive into self-service and discuss why it needs to play an important part in every MSP.

Simplify MSP Contracts and Quotes

Ricky Cecchini (VP Product, CloudRadial) and Trevor Thomas (VP Sales, ZenContract) showcase how both solutions seamlessly integrate with your PSA, making quote and contract management easier, faster, and more efficient.

Power Your MSP Service Desk with AI

CloudRadial and CrushBank take a deep dive into all things AI.

Managing Apple Devices with Confidence

Ricky Cecchini (CloudRadial VP of Product), John Sutcliffe (VP of Product, Addigy) and Roman Marzalek (Dr. Logic) show you how to say goodbye to the headache of macOS and iOS device management.

What MSPs Can Learn from the Fortune 2000

Jeff Farris, CEO & President of CloudRadial, and Greg Douglass, Global Lead at Accenture, share advice for MSPs wanting to transform and deliver successful client outcomes.

Customer Satisfaction Shouldn't Be Half-Baked

Ricky Cecchini and Stephen Spiegel as they discuss how MSPs can engage their employees, not only to get more things accomplished but to increase customer satisfaction.

Kill the QBR—it's holding you and your clients back

Watch Jeff Farris and Ricky Cecchini discuss how your MSP can become the strategic partner your clients need and achieve the growth you want by killing your QBR.

MSP Websites are lousy. Learn to do better.

Jeff Farris and Wingman MSP Marketing's Mark Copeman explore how MSP websites often prioritize sales over client needs and share Mark's straightforward strategies for improvement.

Hey MSP, Microsoft 365 licensing issues got you down?

Jeff Farris (CloudRadial) and Colin Knox (Gradient MSP) chat about the struggle when it comes to billing reconciliation with M365 licenses.

How to Get your Client to Use CloudRadial

Documentation to use to assist in getting your clients to use CloudRadial.

The Secret to Unlocking MSP Client Budget

How Large MSPs Got to be Large MSPs presented by Jeff Farris, CEO of CloudRadial

CloudRadial + Thread Team Up to Transform Service Delivery

See how your client portal, chat, and PSA can all work seamlessly to provide an exceptional client experience while reducing staff time and speeding up ticket resolutions.

How to Shine a Spotlight on Shadow IT for Your Clients

See how your MSP clients can benefit from monitoring their employee's SaaS app usage.

Client-Facing Project Management

Tune in as CloudRadial CEO and President Jeff Farris sits down with Matt Fox from TopLeft to discuss client-facing project management.

How to make scheduling work for you

How to implement a better scheduling solution that offers clients guided self-service and leads to better client engagement maturity.

How to Merge Bigger Brains Courses in CloudRadial

Learn how to take an existing Bigger Brains content package in CloudRadial and add new Bigger Brains courses to it - while also allowing you to update existing ones with new features.

How to Turn On Bigger Brains Courses in CloudRadial

Learn how to activate Bigger Brains courses for your clients in CloudRadial - both the free versions of them as well as the premium, full package.

How to Increase Your MRR with Client Training

How training courses can help increase monthly recurring revenue.

CloudRadial Product Update Webinar - February 2022

Jeff Farris and Ricky Cecchini cover the latest changes to the CloudRadial Platform, such as: – Role-based access – Logging Capabilities – Mac Agent.

CloudRadial Update - February 2022

This update revolutionizes CloudRadial's user security and introduces essential features for MSPs, such as role-based security, audit trails, a Mac data agent, and a refreshed UI.

Office Hours Session - January 2022

MSP marketing trends, best practices, and use cases. An open-facing Q&A from our partners and viewers follows with questions, thoughts, and personal experiences as we dive into what makes for successful marketing efforts in the MSP space.

How MSPs Can Take Control of SaaS Security

Jeff Farris (President & CEO, CloudRadial) and Derik Belair (Co-founder & CEO, Augmentt) as they discuss how SaaS security can put MSPs back in the driver’s seat.

Office Hours - Dec 2021

CloudRadial's  Office Hours Session unveils insights from real use cases and partners, followed by an interactive Q&A on Jumpstart implementation, sales strategies with CloudRadial tools, and future solution plans.

Learn how to set and measure your IT standards against your clients with policies. See how to utilize those same policies to improve operational transparency and design a plan of action for your quarterly business review (QBR) meetings.

AudIT and CloudRadial: Better Together

How to utilize data to create an efficient sales strategy for your MSP. If you struggle with initial sales presentations or want to bring more useful data to your ongoing account management process, this webinar is for you.

Deep Dive - Course Creation

Best practices of course creation within CloudRadial's university.

Capitalizing on Customer Feedback

Learn how to capture customer feedback and how to turn the feedback into an actionable plan that creates a better overall client experience for your MSP.

CloudRadial August 2022 Updates

The director of Product Services at CloudRadial discusses exciting new features and integrations such as Status workflows, Windows 11 readiness New policies, Student training reports, Hudu integration, and more!

Deep Dive -Creating Efficient Onboarding and Offboarding Forms

Ricky Cecchini, Director of Product Services, covers how to create efficient onboarding and offboarding forms for your MSP with CloudRadial.

How to Easily Integrate Mac Endpoints into Your QBR Reporting

Join Ricky Cecchini from CloudRadial, Ryan Loughran of Valiant Technology, and Addigy's Jason Dettbarn to discover how Valiant leverages Addigy and CloudRadial for optimal customer experiences and lasting value.

CloudRadial July 2022 Updates 

Ricky Cechinni, Director of Product Services at CloudRadial, discusses the most recent integrations and newest features, including custom client branding, certificate management, and more.

Writing the Operations Guide for MSPs

How to use Domotz and CloudRadial together to show your customers they can trust you and for evidence-based selling/upselling.

How to Grow Clients with CloudRadial

How to use CloudRadial to vastly improve your business review experience while spotlighting the importance of client relationships.

TimeZest and CloudRadial Better Together

Join CloudRadial's Ricky Cecchini and TimeZest CEO Gerwai Todd as they explore the seamless integration and key benefits of combining TimeZest and CloudRadial to streamline and modernize MSP operations.

How to Manage Clients with CloudRadial

How to use CloudRadial to master scalability processes in managing your clients. Part three of our four-part series is filled with valuable information to implement within your business.

How to Onboard Clients with CloudRadial

How to use CloudRadial in your onboarding process. Part two of our four-part series is filled with valuable information to implement within your business.

Syncro and CloudRadial: Better Together

Learn how key features CloudRadial and Syncro, modernize and simplify day-to-day operations within your MSP and how they integrate seamlessly.

How to Land Clients with CloudRadial

Join Jeff Farris and Ricky Cecchini to explore our three-phase client acquisition approach for your MSP and how to leverage CloudRadial in each phase. This session kicks off our informative four-part series.

Building Better Client Relationships With Training 

The CloudRadial team, Chip Reaves CEO of Bigger Brains, and a panel of CloudRadial partners that use Bigger Brains discuss how to drive better, more profitable client relationships with training services.

How to Land, Onboard, Manage, and Grow Clients with CloudRadial

Jeff Farris and Ricky Cecchini show how CloudRadial streamlines the entire client journey, from acquisition to expansion, while enhancing lead conversion and MSP operations for self-service growth.

CloudRadial January Updates

Discover 28 FREE Bigger Brains courses, new API integrations for chat clients like Tawk, Zendesk Chat, and Hubspot, plus Domotz and TimeZest integrations for enhanced network and calendar support. Don't miss our must-see Teams integration preview.

CloudRadial December 2021 Updates

This month's update ticks off a much-requested feature in CloudRadial - banners. Banners can now be displayed on the log-in page, home pages, service pages, or in any combination.

Datto MSP Tech Day: CloudRadial Presents Training & Client Intranet

Learn more about our University features, Bigger Brains integration and Client Intranet.

Datto MSP Tech Day: CloudRadial Presents Dashboards & CSAT

Learn more about presenting your portal data into a big picture, via our dashboards. Also, learn more about our CSAT functionality.

Datto MSP Tech Day: CloudRadial Presents Marketing & Communication

Learn more about how to communicate easily with your clients using features within the client portal.

Datto MSP Tech Day: CloudRadial Presents QBRs

Learn how to quickly generate QBRs for all of your clients. Redefine your QBR process to scale and increase revenues.

Datto MSP Tech Day: CloudRadial Presents CloudRadial Flow

Quick dive into 20 features. Learn more about syncing the PSA and the visibility of invoices and quotes.

Datto MSP Tech Day: CloudRadial Presents Service Catalog & Ticketing

Learn how to organize your service catalog to streamline problem ticketing and encourage add-on sales and new service requests.

Datto MSP Tech Day: CloudRadial Presents Automating Reports

Learn more about the details of automated reporting. See the handling of infrastructure reporting, warranty reporting, policy reporting, Microsoft 365 reporting, PDFs, and more.

Datto MSP Tech Day: CloudRadial Presents Assessments

Learn how to provide consistent and scalable Assessments with CloudRadial. During this deep dive, we will show you how to create and run them quickly.

Introducing Client-Facing Assessments and Checklists

Our new Assessments and Checklists for MSPs—streamlining network assessments and client onboarding by auto-generating checklists for users, endpoints, and servers.

CloudRadial November 2020 Updates

Assessments, New Integrations, API Preview, and more!

Deep Dive - Compliance Policies

Join CloudRadial CEO Jeff Farris as he explores how MSPs can leverage CloudRadial for compliance needs. Perfect for those new to or curious about compliance policies.

The Perfect Ticketing Experience

Attend a CloudRadial webinar with Ricky Cecchini and Jeff Farris to simplify your ticketing process and alleviate tech team stress. Learn to align client reports with technical requirements through automation for improved efficiency and faster service.

CloudRadial August 2020 Updates

Fastpath Ticketing, Updated Desktop App, More Ticketing Options, and more!

CloudRadial Community Q&A

Jeff Farris and Ricky Cecchini showcase new features aimed at cost-saving, time efficiency, and enhancing customer experience for CloudRadial Partners.

The Perfect MSP Sales Presentation

Discover how to elevate your MSP sales with CloudRadial CEO Jeff Farris. Learn to leverage your client portal to stand out and increase sales. Ideal for CloudRadial partners and MSPs looking for fresh sales strategies.

CloudRadial July 2020 Update

The new CloudRadial Academy for partners expanded endpoint warranty reporting, and improved broadcast messaging.

CloudRadial June 2020 Updates

The portal and desktop app now feature enhanced broadcast messaging, while CloudRadial's latest warranty reporting for Dell, HP, and Lenovo is leading partners to abandon their existing solutions.

Delivering the Perfect QBR II 

Dive into the actual process of how to use CloudRadial to deliver QBRs.

CloudRadial June 2020  Updates & Community Q&A

CloudRadial's June product updates include updates to policies and warranty expiration reporting, as well as integrations with Dell, HP, and Lenovo.

How to Deliver the Perfect QBR

Jeff Farris, CloudRadial CEO, shares quick-prep strategies with MSPs for engaging business reviews in a one-hour talk aimed at enhancing client relationships.

CloudRadial May 2020 Updates & Community Q&A

Jeff, Ricky, and Seth from the CloudRadial team review May's product updates, including the new Dashboards feature, community portal, synchronization improvements, and CSAT functionality.

Setting Up and Using Dashboards in CloudRadial

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.

Using Tokens and Advanced Question Templates in CloudRadial

This guide explores using custom tokens in question templates to enhance CloudRadial management, emphasizing partner and company levels. View the introductory video on question templates as a prerequisite.

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. In this video, we also cover some of the more common FAQs we receive about the Bigger Brains integration.

Adding Bigger Brains University Courses to CloudRadial

How to integrate and set up the Bigger Brains courses within your CloudRadial tenant. Add value to your IT portal by making it a useful learning hub - without having to create the courses yourself!

Configuring and Installing the CloudRadial Desktop Application

Harness the power and simplicity of CloudRadial with our desktop app for your client's Windows machines. This video guides you through setup and installation and highlights key features and benefits.

Customizing Menu Items in Applications on CloudRadial

Customize menu items to meet your client's unique requirements, creating a scalable and effective intranet solution. Watch this video to learn how to efficiently create and manage menus.

Creating and Using QuickStarts in CloudRadial

QuickStarts enhance client tools with extra documentation. Watch this video to learn how to create and distribute them to multiple or single companies.

Creating a Knowledge Base Article in CloudRadial

Learn how to add custom knowledge base articles in CloudRadial to train and inform your users. This video guide covers creating and deploying articles to targeted companies/user groups, as well as crafting client-specific content.

User Access Rights in CloudRadial

User access rights can be customized in CloudRadial to create unique users with different permissions based on your client's needs. Watch this video to learn how to modify those permissions and the different use cases for each modification.

Using the Daily Digest in CloudRadial

Learn how the Daily Digest efficiently delivers CloudRadial messages and notifications to your inbox, assuming proper email configuration. This video covers setup and use cases to guarantee message delivery to your digest.

Using Broadcasts in CloudRadial

Learn how to effectively broadcast important messages, including push notifications, to individual companies or all clients, and use them for ticket updates through this video.

Using the Messaging Feature in CloudRadial

Learn how to effectively message clients in CloudRadial, targeting individual companies or deploying messages broadly, by watching this video.

Using Marketing Lists in CloudRadial

Learn how to effectively use marketing lists to target clients with email campaigns, including pulling, customizing, and syncing lists with Mailchimp, and exporting them to Excel for use on various platforms.

Editing Email Preferences in CloudRadial

Adjusting email preferences is crucial for sending daily digests and messages to clients. Watch our video to learn how to verify and change permissions for both companies and individual users.

Creating a Course in CloudRadial

With our video guide, you can learn how to create, question, and track user progress in courses across various fields.

Communication Features Overview in CloudRadial

The communications features of CloudRadial can be a powerful tool for staying up-to-date with your clients. In this video, we give an overview of the features and what the best use case is for each tool.

Introduction to Communications in CloudRadial

The communication tools in CloudRadial can help you stay in touch with your clients and keep them up-to-date on new developments with your company.

Using the Client Scoring Feature in CloudRadial

The client scoring feature offers insights into each client's value and potential for more sales. Watch this video to learn about scoring and setting up point values for planner items.

Planner Category Best Practices in CloudRadial

This video highlights the planner category's role in organizing services. Note: Custom categories are now replaced with preset ones to enhance QBR results. Editing of existing categories is allowed, but new additions are not.

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. In this video, we'll cover how to add new items to the planner and how also to create them from scratch.

Using the Meeting Feature in CloudRadial

The meeting function in CloudRadial is a great way to keep your clients up-to-date on your services and solutions. In this video, we cover how to set meetings, manage them, and upload files to them to make them useful to your clients.

Introduction to QBR Planning in CloudRadial

QBRs can become a breeze when you've got CloudRadial set up the way you like. In this playlist, we'll show you how to use the planner functionality while setting meetings and scoring clients.

Introduction to the CloudRadial Service Catalog

Customize your service catalog to prepare your CloudRadial tenant for client presentation. Start with this introductory video to understand setup essentials and how subsequent videos help personalize your CloudRadial experience.

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 cover and why they're critical to your success in CloudRadial.

Customizing Report Templates in CloudRadial

Learn to customize CloudRadial report templates for clear, client-friendly reports. This video shows you how to edit report sections and trace their data sources.

Feedback Through the CSAT in CloudRadial

Harness the power of customer satisfaction metrics using CloudRadial's CSAT to elevate your services and exceed client expectations. This instructional video will navigate you from the initial submission to the final review.

Branding Your CloudRadial Tenant

Before launching CloudRadial, ensure it reflects your company's branding by adding logos and adjusting settings. This video guides you through using the media library, setting colors, and customizing login screen backgrounds.

Using Report Archiving in CloudRadial

Report archiving allows you to centrally manage and organize the additional reports you present to your clients. Watch this video to learn how to create report archive folders for your clients in bulk and modify and edit specific archives for individual clients.

Setting Up Policies in CloudRadial

Setting up policies is important because it helps you populate data that you can use for reporting and transparency with your clients. Watch this video to learn how to create a custom policy report, assign it to clients, and use it in the context of a QBR.

Getting to Know the CloudRadial Agent

The CloudRadial agent pulls in information that helps your clients get visibility into their infrastructure while also helping you automate your QBRs. Watch this video to learn how to deploy the agent best and why installing it on your client's machines is important.

Customizing Question Templates in CloudRadial

Question templates simplify MSP operations. We suggest starting with adjustments to existing ones to understand their functionality. This video guides you through creating, appending to a ticket, and testing a new template.

Creating Problem Report Packages in CloudRadial

Learn how to customize essential problem report packages in CloudRadial for ticket syncing and client support. This video covers creation, editing, and assignment to users and groups.

Working with User Groups in CloudRadial

User groups enable you to organize clients effectively and customize what content they see. Dive into our video tutorial to discover the steps for crafting and overseeing these groups, ensuring your content reaches the right audience.

Using The "Edit All" Function in CloudRadial

The "edit all" function is an easy way to add multiple clients into feature sets and company groups without much effort. For more information on those subjects, check out our other videos.

Using Company Groups within CloudRadial

Company groups are an efficient way for you to tag your MSP clients by category and distribute content effectively to those who need to see it. In this video, we'll cover how to create groups and subscribe companies to content published by those groups.

A Quick Overview of Content in CloudRadial

In CloudRadial, content distribution powers the building of the MSP Client Portal.

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 services you offer. In this video, we'll cover how to edit existing service cards and create new ones from scratch.

Understanding Feature Sets in CloudRadial

Building feature sets in CloudRadial is an important step to making the platform your own. In this video, we'll show you what feature sets are and how you can customize them to your needs.

Define ConnectWise or Autotask Ticket Checklists in CloudRadial

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

Defining CloudRadial Question Templates

Use CloudRadials' question template feature to easily define common questions that can be shared among multiple problem reports and service request forms.

Working with CloudRadial Feature Sets

CloudRadial Feature Sets lets you customize your client's portal and set the required features or home page.

Adding Clients to CloudRadial

Adding clients to CloudRadial from a PSA, such as Autotask or ConnectWise, is easy. Plus, you can gain the advantage of automatically updating your PSA contacts from Office 365.

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 and Secure Score reports for your clients for MSPs/CSPs.

What About Your MSP Clients?

An overview of CloudRadial, the #1 Account Management Automation platform.

CloudRadial Office Hours: March 26, 2024

Whether you're a seasoned MSP or just starting out, our new webinar series, Office Hours, featuring Ricky Cecchini, VP of Product, is your ticket to enhancing your product knowledge and aligning it with strategies for success.

CloudRadial Office Hours: April 16, 2024

Join our Office Hours webinar series with VP of Product Ricky Cecchini for all MSPs aiming to boost product knowledge and strategic success. This session stars CloudRadial CEO Jeff Farris and focuses on automations.

CloudRadial Explained: Unified Client Portal & Service Catalog

This week, Ricky Cecchini (VP of Product) highlights the benefits of a Unified Client Portal and Service Catalog, with insights from Katrina Lee (Director of Marketing) and Annie Jenkins (Content Manager).

CloudRadial Explained: Chat

In our latest episode of CloudRadial Explained, we get into our worst-kept secret: CloudRadial Chat. VP of Product Ricky Cecchini talks about why every MSP needs an AI-assisted Chat solution and why CloudRadial is the one to consider.

CloudRadial Explained: Automations

In the first CloudRadial Explained episode, a casual conversation about swords with VP of Product Ricky Cecchini leads into a deep dive on automation's importance for MSPs, common uses, and how CloudRadial leverages it.

CloudRadial Office Hours: May 21, 2024 

Whether you're a seasoned MSP or just starting out, our new webinar series, Office Hours, featuring Ricky Cecchini, VP of Product, is your ticket to enhancing your product knowledge and aligning it with strategies for success.

CloudRadial Office Hours - June 2024

Whether you're a seasoned MSP or just starting out, this webinar series is for you! This month, Ricky Cecchini, VP of Product, is discussing Assessments.