CLOUDRADIAL CSA
You and your clients deserve a Unified Client Portal™
Unified client management is your shortest path to more revenue and higher margins.
Connect your clients, your team, and your stack for the ultimate client management experience.
CloudRadial’s CSA Benefits
Break the barriers to growth by managing clients as you do with the rest of your stack.
Power client management with a digital-first strategy.
Save Time
- Use dynamic forms to pre-triage tickets and make onboarding and offboarding easier and more consistent
- Eliminate QBR prep with automated reporting
- Sync your PSA and 365 daily to reduce clean-up time
- Broadcast updates to head off tickets before they happen
Save Money
Reduce stack costs with included features:
- CSAT
- PSA-365 Sync
- Automations
- Dashboards
- Assessments
- vCIO Planner
- Training - Free Microsoft 365 Bigger Brains courses
Grow Revenue
- Provide sales with something to show to prospects so they see your approach to client engagement
- Showcase your service catalog to let clients know the other services that you offer
- Deliver additional built-in training from Bigger Brains, ClipTraining, or your own course development
Improve Security
- Review Microsoft secure scores in a single view
- Run and evaluate assessments to review technical or compliance policies
- Run automated exception reporting on key endpoint, user, and other requirements
- Collaborate with clients on improving their security training through common reports
- Log security reports for compliance reporting
We've saved MSPs more than 5,000,000 hours by providing self-service options for clients
What's the value of CloudRadial CSA?
See how even small changes can impact your service desk and bottom line
-
Hourly Cost Per Employee
40
20 100 -
Number of Daily Tickets
10
10500 -
Number of Clients
20
5500 -
Percentage of Portal Adoption
0
0100
- Daily Savings
- Monthly Savings
CSA savings are based on money saved on syncing PSA users with Office 365, preventing tickets from users through built-in reporting, reducing the time saved on QBR preparation, pre-triaging tickets through the use of form-based ticketing, and resolving tickets through the use of built-in automations. CSA savings DO NOT INCLUDE money saved through tool consolidation using CSA's built-in CSAT, Office 365 and custom training, customer planner, assessments, Microsoft 365 reporting, and much more.
Money (and time) saved are free to direct to other more useful endeavors such as growing the business, servicing more clients, and/or leaving in time for dinner with your family.
CloudRadial’s CSA is a strategy for
profitable client management
Just as operational maturity measures your progress with service efficiency, engagement maturity measures progress with client relationships and value perception.
CSA features are designed to provide a path to less effort, better margins, and more revenue.
The Five Steps of Engagement Maturity
Engagement maturity measures client management scalability and value
CSA Features at the Structured Level
Your portal streamlines client interactions
CSA Features at the Transparent Level
Stack integration lets clients see your value
CSA Features at the Collaborative Level
Work with clients with on a common platform
CSA Features at the Strategic Level
Work with clients as their trusted advisor
ENGAGEMENT MATURITY STAGES AND BENEFITS
Each step of engagement maturity saves time, lowers costs, opens up new opportunities.
Structured
Your portal streamlines client interactions.
BENEFITS
- Saves time for clients & service desk
- Improves service consistency and accountability
- Provides sales people a way to show and prospects a way to see what it is like to work with you
Transparent
Stack integration lets clients see your value.
BENEFITS
- Account managers save time with all client QBRs available 24/7
- Clients can access info they want on-demand, anytime
- Builds trust
- Reduces client frustration
Collaborative
Work with clients with on a common platform.
BENEFITS
- Allows working with clients in a common platform
- Provides you and your clients with a common set of data and reports
- Moves clients away from break/fix perceptions to that of trusted advisor
Strategic
Work with clients as their trusted advisor.
BENEFITS
- Discovers opportunities for more and higher margin MRR and projects
- Identifies new service opportunities
- Provides consolidated reporting for compliance, security, and policy exceptions