Author: Brandi Johnson

Cloud Coach Announces Free Cloud Coach Milestones Not-for-Profit Edition

March 21, 2017
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Cloud Coach today announced it has launched a new edition of its popular Cloud Coach Milestones application, exclusively for not-for-profit organizations. Cloud Coach Milestones NFP Edition allows non-profits to manage their projects directly within their Salesforce CRM for no additional cost. Built on the Salesforce App Cloud, Cloud Coach Milestones NFP Edition is currently available […]

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Cloud Coach Exhibits at Salesforce World Events Around the Globe

March 20, 2017
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Cloud Coach is exhibiting at five Salesforce World Tour events, in cities around the world. This follows the January launch of Cloud Coach Milestones, a best-of-breed free project management application,  available now on the Salesforce AppExchange. Cloud Coach will be in Sydney (March 21),  New York City (May 2), London (May 18), Boston (May 31). […]

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Use Task Health to Keep Projects on Track

March 17, 2017
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When you’re managing a project and trying to meet a deadline, the status of each task is important – especially when those tasks are on your critical path. If you’re leveraging Cloud Coach to manage projects in your Salesforce org, you can easily monitor task health directly from your project views. We use a simple “red […]

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Launching Projects from Salesforce Cases

March 10, 2017
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Cases are commonly used in Salesforce to manage a variety of customer interactions after an opportunity has closed. Each case that your team handles is an opportunity to build a relationship with your customers (and even potentially grow revenue). There are times that case takes more than sharing information from an existing knowledge base. It […]

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