Weekly Brief - Sept 11, 2019

Welcome to a new weekly brief from CloudAdvisors! 

This email is a quick highlight of helpful content in our Knowledge Base as well as Community pages.
 

NEW! Our Community page is updated with the CloudAdvisors Annual Advisory Model

NEW! Video on How to Search in the growing Solution Library

UPDATED! Intro to Using Benchmarking in your Advisory Business

New Updates on Platform:
 

• Secondary Industry added as a Mandatory Field for Each Group.  This change will help us improve benchmarking comparison groups and custom reporting capabilities in the future.  It's easy to search and add secondary industries from hundreds of options.  To learn more please visit the knowledge base article and how-to video.

• The Solution Library is growing with over 200 separate solutions available each with their own page featuring a description and related files including marketing brochures, one-pagers, and presentations.  The solution library is the perfect place to research options for clients as well as understanding prospect offerings and their differentiation.  
   
  • Read Three Strategies for Solution Library

We hope you'll join us on the Community page - your comments, questions, and ideas are welcome and can be seen and upvoted by all our customers.  If you need specific technical or customer support please email us at support@cloudadvisors.ca.

Until next week, do or do not, there is no try!

 

CloudAdvisors Team