Category: Meetings

Project Automation [Customer Success Webinar ]

January 25, 2017
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This week the Cloud Coach team dives into Project Automation and discusses… Using Process Builder to auto-launch Projects Automating Meeting Creation Standardizing business workflows

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Project Communication [Customer Success Webinar Series]

December 7, 2016
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This week the team takes a look at Project Communication, and how you can improve internal messaging through… Leveraging Project Gantt views to communicate through Chatter Automating your Risks by using Cloud Coach Tickets Standardizing your communication processes

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Managing project issues

Managing Project Issues

June 13, 2016
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In a perfect world every project is completed on time and under budget. As any project manager knows, that’s easier said than done. Here at Cloud Coach, we believe that consistent execution should be more than aspirational. Utilizing Salesforce’s powerful automation tools and Cloud Coach’s purpose built project and productivity tools, you resolve minor project issues […]

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Automatically Create a Meeting Based on Project Health

February 24, 2016
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Unfortunately, not every project goes according to plan. When a project goes off-track, it’s important to get the team together to understand what happened, and how to get back on track. While other project management software may alert you to the problem, it’s up to you to get the team together to resolve the issue. […]

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