Pick Your Jumpstart Implementation Plan
Now it’s time to select the Jumpstart Implementation Plan that aligns with your core focus
and will ensure a quick and successful implementation for you and your team.
Service
Master the ticketing portion of your portal and minimize ticket volume and resolution time.
$595
Jumpstart Service
Learn how to streamline your service desk with smart tickets and automations with the help of CloudRadial’s ticketing functionality. By the end of this Jumpstart, you’ll be ready to deliver your customers a ticketing experience that saves them lots of time and vastly improves visibility on tickets.
Below, you’ll find a list of the main points that you’ll cover during this Jumpstart. Hover over a specific point to get more details about it.
| Jumpstart Service Desk Syllabus | |||
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Core systems integrations
Get a double-check to ensure all core integrations (such as your PSA and Office 365) are connected properly. |
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Core CloudRadial functionality
Learn the basics of CloudRadial, including feature sets, company groups, and general content management. |
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Report a problem
Learn how to build a problem report ticket with the form builder, confirmation message, routing, checklist, and scripts. |
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Request a service
Learn how to build a service request ticket with the form builder, confirmation message, routing, checklist, and scripts. |
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Support ticket client experience
Put yourself in your customer's shoes and further enhance ticketing with CSAT, ticket links, and ticket response actions. |
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Question templates
Learn how to scale your ticket creation by putting common questions into templates for future re-use. |
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Status workflows
Learn how to set tickets to be closed, escalated, approved, and more through the robust status workflow functionality. |
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Launch material review
Learn best practices on how to customize and deliver launch material to your customers to boost adoption rates. |
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Launch strategy
Learn deployment best practices and plan around a web, desktop application, and/or Microsoft Teams deployment. |
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Pre-launch account review
Finalize your launch process with a comprehensive audit from your implementor to address final questions and concerns. |
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Account Management
Conquer reporting and automate QBR processes to give customers access to 24/7 data.
$595
Jumpstart Service
Learn how to streamline your service desk with smart tickets and automations with the help of CloudRadial’s ticketing functionality. By the end of this Jumpstart, you’ll be ready to deliver your customers a ticketing experience that saves them lots of time and vastly improves visibility on tickets.
Below, you’ll find a list of the main points that you’ll cover during this Jumpstart. Hover over a specific point to get more details about it.
| Jumpstart Service Desk Syllabus | |||
|
Core systems integrations
Get a double-check to ensure all core integrations (such as your PSA and Office 365) are connected properly. |
|
||
|
Core CloudRadial functionality
Learn the basics of CloudRadial, including feature sets, company groups, and general content management. |
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The CloudRadial agent
Understand what the CloudRadial data-gathering agent does, how it works, and deployment strategies around it. |
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Compliance policies
Get an overview of how compliance policies work with other CloudRadial data and how you can customize them for reports. |
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Assessments
Learn when and how to best utilize the assessment feature for compliance, documentation, and QBR purposes. |
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3rd party reporting integration
Learn how to set up automated data flows to get your 3rd-party reports into CloudRadial for anytime, anywhere access. |
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Report archives
Learn how to set up global and local solution-agnostic report archive folders to store reports and other data. |
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Office 365 data and reporting
Learn how to interpret and utilize the data pulled from Office 365 and correlate it to strategic initiatives. |
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Dashboards
Learn how to simplify data reporting by visualizing it in dashboard views with CloudRadial and 3rd-party data. |
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The vCIO/account planner
Learn how to |
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How to run a QBR presentation
Learn how to use the planner in a mock QBR using real use cases and best practices. Also, see how to run roll-up reports. |
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vCIO account review
Learn how to interpret rich data from QBRs across multiple clients in a sales matrix and see how to generate company scores. |
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Launch material review
Learn best practices on how to customize and deliver launch material to your customers to boost adoption rates. |
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Launch strategy
Learn deployment best practices and plan around a web, desktop application, and/or Microsoft Teams deployment. |
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Pre-launch account review
Finalize your launch process with a comprehensive audit from your implementor to address final questions and concerns. |
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Co-Management
Enhance how you work with customers and deliver training, productivity, an intranet, and more.
$595
Jumpstart Co-Management
Learn how to boost your customer’s productivity by delivering useful features such as training, documentation, and application launching. Make the portal sticky and learn how to entice clients to build their processes in a shared portal environment that becomes a critical part of how they work with you.
Below, you’ll find a list of the main points that you’ll cover during this Jumpstart. Hover over a specific point to get more details about it.
| Jumpstart Service Desk Syllabus | |||
|
Core systems integrations
Get a double-check to ensure all core integrations (such as your PSA and Office 365) are connected properly. |
|
||
|
Core CloudRadial functionality
Learn the basics of CloudRadial, including feature sets, company groups, and general content management. |
|
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Menu applications
Learn how to master menu applications to build a centralized hub that your clients can use to boost their productivity. |
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Shared calendar
Learn how to set up and managed the shared calendar to display mission-critical information to an entire organization. |
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Knowledge base
Learn how to build and distribute KB articles in CloudRadial, even if written in 3rd-party tools like IT Glue or Hudu. |
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Messages (setup and management)
Learn how to manage overall communication functionality on the portal to disseminate information effectively. |
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Courses
Learn how to set up courses and their lessons, as well as how to embed videos, add test questions, and much more. |
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Quick starts
Learn how to set up quick start guides for your customers to get easy access to mission-critical information. |
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Company branding
Learn how to maximize the value of your portal offering with company-specific branding, including custom client URLs and logos. |
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Launch material review
Learn best practices on how to customize and deliver launch material to your customers to boost adoption rates. |
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Launch strategy
Learn deployment best practices and plan around a web, desktop application, and/or Microsoft Teams deployment. |
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Pre-launch account review
Finalize your launch process with a comprehensive audit from your implementor to address final questions and concerns. |
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Jumpstarts are implementation sessions designed to help you and your teams get deployed to clients quickly.
Combine All Jumpstarts
Get the best of all Jumpstarts in a bundle that will help you master both your ticketing efficiency and account management automation,
all while showing you how to deliver a powerful intranet with training and other productivity-enhancing features for clients.
$1785
