How Cloud Coach Revolutionized Bamboo Health’s Customer Onboarding

Bamboo Health, the leader in Real-Time Care Intelligence™, delivers actionable insights on a patient’s physical, behavioral and social health – empowering healthcare professionals to provide the right care at the right time for the right outcomes. [WATCH VIDEO](#video) PRIMARY USE CASE Customer Onboarding HEADQUARTERS Louisville, KY INDUSTRY Hospitals and Health Care EMPLOYEES 300+

Transformed Project Management Efficiency

Complex spreadsheets replaced, streamlining project management and eliminating collaboration challenges

Improved Reporting and Tracking

Effective project progress tracking and timely status reporting, enhancing transparency with customers

Seamless Handoffs and Quick Initiation

Smooth transition from sales to operations, with automated project initiation helping deliver faster results to clients “We’re excited about the automatic project initiation that could be started right from Salesforce and flow into our implementation process in Cloud Coach.”

Charlotte Yee

Manager, Behavioral Health Services, Bamboo Health

The challenges

The solutions

• Managing complex projects in spreadsheets with thousands of lines made collaboration difficult

• Bamboo Health implemented Cloud Coach to streamline their project management processes

• Reporting on project progress was challenging, affecting their ability to provide timely updates to customers

• Cloud Coach allowed Bamboo Health to effectively track project progress and provide timely status reports to customers

• Ensuring a smooth transition from the sales team to operations was a priority for Bamboo Health

• Cloud Coach facilitated a seamless handoff from sales to operations, ensuring information was captured in one place

• Bamboo Health wanted the ability to initiate projects automatically based on closed opportunities in Salesforce

• Cloud Coach enabled automatic project initiation based on closed Salesforce opportunities

• Bamboo Health sought a solution that seamlessly integrated with Salesforce without the need for additional logins

• The native integration of Cloud Coach with Salesforce eliminated the need for additional logins or windows, enhancing user efficiency

Want to see Cloud Coach in action?

In less than an hour, let us show you why Cloud Coach is the highest-rated Customer Onboarding & PSA solution native to Salesforce. SCHEDULE A DEMO