Closed Loop Intelligence
Closed Loop Intelligence
Closed Loop Intelligence
Software & Tech Lives or Dies on NRR. So Does Onboarding.
Software & Tech Lives or Dies on NRR. So Does Onboarding.
Software & Tech Lives or Dies on NRR. So Does Onboarding.
A chatbot can draft an onboarding checklist. It can't govern time-to-value or catch a disengaged customer before churn. Cloud Coach keeps onboarding and customer signals in one closed loop, native to Salesforce.
A chatbot can draft an onboarding checklist. It can't govern time-to-value or catch a disengaged customer before churn. Cloud Coach keeps onboarding and customer signals in one closed loop, native to Salesforce.
The Deal Is Signed.
Now Win the Go-Live.
The Deal Is Signed.
Now Win the Go-Live.
A complex go-live decides whether a deal becomes recurring revenue or a churn risk. When onboarding runs ad hoc, the most important 90 days of the relationship are the least governed 90 days in the business.
A complex go-live decides whether a deal becomes recurring revenue or a churn risk. When onboarding runs ad hoc, the most important 90 days of the relationship are the least governed 90 days in the business.
Three solutions. One Salesforce-native platform. Delivery Intelligence threaded through all of it.
Everything Customer Onboarding Demands.
From repeatable templates to automated handoffs, onboarding health, and renewal risk. Four ways Cloud Coach turns every go-live into the start of retention.
01
Repeatable onboarding that adapts to deal type
Project Planning & Delivery. Templates that scale and milestone tracking that keeps every customer on track.
Project Planning & Delivery.
Templates that scale and milestone tracking that keeps every customer on track.
Project Planning & Delivery.
Templates that scale and milestone tracking that keeps every customer on track.
02
Automate handoffs from sales to onboarding to CS
Configurable Workflows.
No dropped handoffs, no manual follow-up, the process runs itself inside Salesforce.
Configurable Workflows.
No dropped handoffs, no manual follow-up, the process runs itself inside Salesforce.
03
Give your VP of CS a dashboard they can read at a glance
Give your VP of CS a dashboard they can read at a glance
Reporting & Project Health. Real-time visibility into onboarding health and time-to-live.
Reporting & Project Health.
Real-time visibility into onboarding health and time-to-live.
Reporting & Project Health.
Real-time visibility into onboarding health and time-to-live.
04
Connect delivery outcomes to renewal risk
Connect delivery outcomes to renewal risk
Resourcing & Capacity Management. See which accounts are under-resourced before they become churn risk.
Resourcing & Capacity Management.
See which accounts are under-resourced before they become churn risk.
Resourcing & Capacity Management.
See which accounts are under-resourced before they become churn risk.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
40% Faster Onboarding
Teams start delivering on day one instead of week three, so momentum (and revenue recognition) begins the second the contract is signed.
30% Fewer
Project Overruns
Closing that gap turns work you've already done into work you invoice.
15% More
Billable Hours
Make every billable hour count with easier time tracking and invoicing.
20% Boost
in Utilization
A real-time picture of who's allocated, who's available, and what's coming next lets you staff the right people to the right work before bottlenecks form.
Delivery Intelligence for Software & Tech
Delivery Intelligence for Software & Tech
Delivery Intelligence for Software & Tech
Know Which Onboardings Are at Risk. Before They Fall Behind.
Portfolio Visibility is One
Thing. Intelligence is Another.
At-risk onboardings go undetected until the customer disengages. Cloud Coach Delivery Intelligence watches your onboarding data, surfacing early warning signs before they become retention problems.
At-risk onboardings go undetected until the customer disengages. Cloud Coach Delivery Intelligence watches your onboarding data, surfacing early warning signs before they become retention problems.
At-risk onboardings go undetected until the customer disengages. Cloud Coach Delivery Intelligence watches your onboarding data, surfacing early warning signs before they become retention problems.
Stop Guessing on Delivery Risk. Ask Project Copilot.
Ask which onboardings are behind, at risk, or trending toward delay, in plain English.
See Client Risk Coming with
Customer Signal Intelligence.
Every Customer Signal.
Zero Blind Spots.
Spot disengagement signals early and act before the customer checks out.
Catch Churn with Customer Signal Intelligence
Every Meeting. Half the Overhead.
AI Meeting Manager.
Every Meeting.
Half the Overhead.
AI Meeting Manager.
Structured kick-off agendas, decision capture, and action item tracking for every engagement.
Proven in Software & Tech
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“It means we can link that to the project - so we can see now how much budget there is, what's been invoiced and whether someone has not paid their invoice.”
Rick Rose
Director of Engineering, TechBridge
Proven in Software & Tech
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
“Reporting processes that would take 10 hours have been reduced to under an hour.”
Chris Hannegan
IT Project Manager - Laboratory Integration Services
Exact Sciences
“Cloud Coach has halved the amount of time project setup is taking.”
Janelle Roza
Applications Support Analyst
CivicPlus
“It’s given us the accuracy and consistency we want when calculating the commissions. We have visibility on every project and status and the tasks involved. We are able to deliver on time and on budget and track that with early warning. We are also able to balance our resource loads and, finally, we are able to customize and add things on.”
Nick Yarymovych
CEO
Cloudpointe
“Cloud Coach has made us more efficient and more scalable as a company.”
Dan Williams
Co Founder & MD
Comnexa
1 / 9
“It means we can link that to the project - so we can see now how much budget there is, what's been invoiced and whether someone has not paid their invoice.”
Rick Rose
Director of Engineering, TechBridge
Proven in Software & Tech
Delivery Teams Under Pressure.
Results Under Control.
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
Chris McLeod
Vice President, Enterprise PMO
Net Health
“With Cloud Coach, we were immediately able to reduce the need for 2 FTEs for project data administration and resource management.”
Steve Lee
Head of PMO
Red Bee Media
1 / 27
“It means we can link that to the project - so we can see now how much budget there is, what's been invoiced and whether someone has not paid their invoice.”
Rick Rose
Director of Engineering, TechBridge