Because CloudRadial provides new ways of reaching and presenting your services to clients, setup will involve four phases:
- Integrating CloudRadial with your Office 365 and PSA tenants.
- Learning CloudRadial's capabilities.
- Developing your own plan for organizing your content and delivering QBRs.
- Deploying CloudRadial to your clients.
Basic setup can go fairly quickly. CloudRadial integrates with your existing systems and provides sample content that makes getting started faster.
The best way to start to just to dive in an aim for better than what you have now. Then, continue updating your CloudRadial setup as you gain more experience.
To get you started, download the CloudRadial Setup Guide from:
At any time, you are welcome to schedule a free onboarding session where we will work with you one-on-one to help you get setup, develop a content plan or help you plan deployment. Schedule a free onboarding session at:
We are here to help. Please let us help you make your CloudRadial installation a game-changer for your business.