Introducing Drag and Drop Automations

CloudRadial's VP of Product 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 sits down with the Director of Wingman MSP Marketing, Mark Copeman, and discusses why most MSP websites are designed around what MSPs want to sell rather than what clients want to buy and how they can change this with Marks's simple steps.

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

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 completely changes the way user security works within CloudRadial and adds critical features to support MSPs focused on security, compliance, and co-managed IT, including:

New CloudRadial versions - Customizable role-based access security - Session logging and audit trails - Mac data agent for infrastructure - Updated 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 first Office Hours Session as they share insights learned from real-life use cases and real partners. An open-facing Q&A follows with great questions regarding Jumpstart implementation, sales strategy to land clients using your CloudRadial tools, and future plans for our solution.

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

Ricky Cecchini, CloudRadial’s Director of Product Services, along with Ryan Loughran, Service Manager at Valiant Technology and Addigy’s own Jason Dettbarn to see how Valiant uses Addigy and CloudRadial to deliver the best customer experience and demonstrate their true value for long-term customer success.

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

CloudRadial’s Ricky Cecchini and Gerwai Todd, CEO of TimeZest discuss how TimeZest and CloudRadial work so well together. Learn how key features of both platforms will modernize and simplify day-to-day operations within your MSP and how they integrate seamlessly.

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 as they dive deep into our three-phase approach to landing a client within your MSP. You’ll also learn how to leverage CloudRadial at each stage. This is part one of our four-part series filled with valuable information to implement within your business.

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 uncover how to use CloudRadial to land, onboard, manage, and grow clients. They also discuss converting leads, streamlining your business, and creating self-service growth within your MSP.

CloudRadial January Updates

Learn to access the 28 FREE Bigger Brains courses. Understand the new API integrations for chat clients like Tawk, Zendesk Chat, and Hubspot. See more on the integrations with Domotz for network infrastructure reporting and TimeZest for calendar support. Best of all, get a preview of our Teams integration that you must see to believe.

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

Assessments and Checklists are the latest part of our suite of MSP client management tools, and we’re excited to show them off! This new enhancement will make it easy for MSPs to have a scalable process for network assessments and client onboarding. We’ll show you how to auto-generate checklists based on users, endpoints, and/or servers.

CloudRadial November 2020 Updates

Assessments, New Integrations, API Preview, and more!

Deep Dive - Compliance Policies

CloudRadial CEO Jeff Farris does a deep dive into how MSP can use CloudRadial to address the compliance demands now on all of us. If you haven’t used compliance policies yet or are interested in learning more about compliance policies, this is the webinar for you.

The Perfect Ticketing Experience

Join CloudRadial Director of Business Development Ricky Cecchini and CEO Jeff Farris in a webinar that will help you drastically improve your ticketing experience while taking a load off your frontline techs. The information clients tend to provide about their IT issues and the information your techs actually need to help them with it are almost never aligned. This webinar covers how to automate intake questions and the triage of tickets to not only save you time, but help your clients to get back to work faster.

CloudRadial August 2020 Updates

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

CloudRadial Community Q&A

Jeff Farris, CloudRadial CEO, and Ricky Cecchini, CloudRadial Director of Business Development discusses recent product updates and demonstrates features to help CloudRadial Partners reduce cost, save time, and provide an exceptional experience for customers.

The Perfect MSP Sales Presentation

CloudRadial CEO Jeff Farris takes a deep dive into MSP sales and how your client portal is a key differentiator that can help you close more deals. Whether you’re a current CloudRadial partner not already using your portal as part of your sales strategy or are looking for a solution to drive more sales at your MSP, this webinar is for you.

CloudRadial July 2020 Update

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

CloudRadial June 2020 Updates

There's new and improved broadcast message functionality in the portal and desktop app. Also, CloudRadail's new warranty reporting from manufacturers like Dell, HP, and Lenovo has many partners canceling their current warranty reporting 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, talks to MSPs about delivering a business review that your clients will look forward to, and that only takes minutes to prepare. This one-hour presentation dives into a comprehensive strategy to grow client relationships with business reviews.

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 video covers 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 advised to watch the question templates video before watching this. While it's not 100% different, it covers them in a more basic way, and this builds on it.

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

The desktop application puts the power and ease of CloudRadial directly onto your client's Windows machines. Watch this video to learn best practices on setting it up, getting the installation file, and some of the added features/benefits it offers your clients.

Customizing Menu Items in Applications on CloudRadial

Menu items can be customized to suit your client's specific needs, making it a viable, scalable, and effective intranet for their company needs. Watch this video to learn how to create and manage menu items to build menus that work for your clients.

Creating and Using QuickStarts in CloudRadial

QuickStarts are a great way to help your clients get additional documentation to supplement the tools they use within their environment. Watch this video to learn how to create QuickStarts and deploy them out en masse to companies or for just an individual company.

Creating a Knowledge Base Article in CloudRadial

Adding your own custom knowledge base articles within CloudRadial helps you keep your users trained and informed on the most important information. In this video, we'll see how to create a knowledge base article and how to deploy it to specific companies/user groups. We'll also see how to create a KB article specific to an individual client.

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

The Daily Digest can neatly put the messages and notifications that users receive in CloudRadial into their inboxes if their email settings are set up correctly. Watch this video to learn some use cases for the daily digest and how to set up messages so that they show up within the digest for your companies.

Using Broadcasts in CloudRadial

Broadcasting is a super effective way to get important messages out to your clients with push notifications. Watch this video to learn how to send broadcasts within an individual company through messages, as well as how to use them for ticket updates and how to mass-send them to all clients.

Using the Messaging Feature in CloudRadial

Messaging your clients within CloudRadial is an effective way to contact them to share information and updates. Watch this video to learn how to send messages specifically to an individual company and also how to deploy a set of messages to companies via the content deployment center.

Using Marketing Lists in CloudRadial

Marketing lists can be an extremely effective way to get contact information for clients you'd like to target with email campaigns. Watch this video to learn how to pull those lists, customize them and sync the list with Mailchimp. We'll also learn how to pull those lists into Excel files that you can then upload to most other email sending platforms.

Editing Email Preferences in CloudRadial

Modifying email preferences is an important prerequisite to daily digests and messages that you can send to your clients. Watch this video to learn how to double-check the settings and modify permissions at both the company and individual user levels.

Creating a Course in CloudRadial

Creating a course is a great way for users to gain knowledge in various fields. Watch this video to learn how to set up courses from start to finish, as well as adding questions for them and checking on which users are enrolled/have completed them

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 can be fantastic for understanding the value of each client based on the services they're using from you - and the opportunity to sell them more services. Watch this video to learn how scoring works and how to set up point values for each planner item.

Planner Category Best Practices in CloudRadial

Using planner categories is important because it gives your clients an initial set of services and their rationale within their planner. Watch this video to get advice on how to structure your planner cards to make sense for your services and your clients.

[UPDATE] - You can no longer create custom planner categories like the video shows. After much research on CloudRadial Partner usage, we discovered that QBRs were most effective when all IT initiatives were categorized by business intent rather than other categories, which the stock ones cover. You can still edit the current ones but cannot add a new one any longer.

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

With a customized service catalog, your CloudRadial tenant will be ready to present to your clients - but there are a few things you need to set up first. Watch this first video of the playlist to learn what the following videos cover and how they're critical to making CloudRadial your own.

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

Customizing your report templates in CloudRadial will help you create concise and easily legible reports for your clients. Watch this video to learn how to modify sections within your reports and understand where the information is being pulled from.

Feedback Through the CSAT in CloudRadial

Using customer satisfaction metrics can help you improve your services to make your clients happier than they've ever been. Watch this video to learn how the CSAT process works - from the client's submission to the review process.

Branding Your CloudRadial Tenant

Before going live with CloudRadial, you'll want to match the branding of your own company. You'll need to add logos and modify a few settings to do that. Watch this video to learn how to use the media library, set colors, and change the background images on login screens.

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 are a vital part of making your life easy as an MSP. We recommend you start by modifying existing ones to get a hang of how they work. In this video, I'll show you how they work, how to create a new one from scratch, and how to append it to a ticket and test it to see if it works.

Creating Problem Report Packages in CloudRadial

Problem report packages are the tickets that sync to your PSA (and that your clients use to get your support). Customizing them is a must if you're going to make CloudRadial your own. In this video, we'll cover how to create a new report package, edit existing tickets, and add new tickets. We'll also cover assigning the report package to users and groups to make it live for specific people.

Working with User Groups in CloudRadial

User groups help you organize your clients by type. With them, you can quickly modify the content provisioning to only be seen by certain categories of users. Watch this video to understand how to create a user group, assign users to it, and what it can do from a content perspective.

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

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. This week features CloudRadial CEO Jeff Farris and a look at automations.

CloudRadial Explained: Unified Client Portal & Service Catalog

This week, Ricky Cecchini, VP of Product, breaks down the difference between a regular client portal and a Unified Client Portal, and why his favorite CloudRadial feature is the Service Catalog—joined by Katrina Lee, Director of Marketing, and Annie Jenkins, Content Manager.

Links mentioned in video:

cloudradial.com/demo info.cloudradial.com/service-catalog-download

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 our first episode of CloudRadial Explained, what starts as a conversation about swords leads into automation, as do most conversations with our VP of Product, Ricky Cecchini. Listen as he explains what automation means for MSPs, the most common way it's being used, and how automations are used in CloudRadial.