Here are our suggestions on how to get a simple start with your new CloudAdvisors platform!
1. Take Control of Data - Get Ready for Governance
2. Gain Competitive Edge with Benchmarking
3. Gain Competitive Edge with Solution Library
1. Get Ready for Governance
- Pick a Group to View Governance Listing Page
- Small groups are faster, Large groups have more issues
- Review the Checklist and Questions with a Client
- Rapid-fire, challenge assumptions, guiding the conversation
- Generate a Governance Report, Send and Save
- Document the Review, Save to Manage Reports / Timeline
Bonus Tip: Save the Governance Review Meeting Report and Additional Notes as an Event in Timeline!
2. Gain Competitive Edge with On-Demand Dynamic Benchmarking from a Database of over 6000 groups
- Generate Basic Comparison and Ranking for a Client
- one-two punch answering...How Does Your Plan Stack Up?
- Generate Basic Comparison and Ranking for a blank Prospect
- Demonstrate Value, Lead Discovery, Acquire Plan Booklets
- Generate Comprehensive to Explore Details
- Navigate clients to important trends or gaps in details.
3. Gain a Competitive Edge with Solution Library at your Service
- Over 250+ Provider Product and Service Materials
- Sort by Product, Service or Provider
- Detailed Solution Listing pages with PDF Files and Video
- Search any keyword related to a potential solution.
- Updated in partnership with CloudAdvisors Provider Partners
- Most Up to Date, New Solutions and Revised Materials
Research Client or Prospect Problems from Meetings and Search and Discover Solutions Instantly!
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